Pinned Tweet
Everyone will look back on today and say; "when life was simple".
Enjoy today.
The next few decades will blow your mind beyond your wildest expectations.
24
15
236
tradebrah retweeted
Happy new ath in $CASHCAT supply held from RH wallets at 18.7%.
The demand from believers remains up only
Happy new ath in $CASHCAT supply held from RH wallets at 18%
We are now very close to the 20% mark which is arguably the first inflection point to kickoff the critical mass effect.
Generational wealth for those able to endure
7
9
123
3,417
tradebrah retweeted
Pulsechain bros buying exploited tokens on the daily.
Simply Bitcoin
3
2
24
3,266
Funny how fucked this community is
Eager to dance on other coin graves
Did not say nothing while coin was going up loud when coin going down
This is not the way for adoption lol
(Sad I used to be just like that)
Fun fact zcat is down 75% while ehex is down 99.9%
12
2
33
3,144
Sommi is the cuck chair of crypto
Posting every day for 5 years about how everything sucks while his crowd misses every opportunity in existence
✍️ Note that he never tells you about these charts before they go parabolic, always only after they are done. Great alpha
Pika pikaa
23
6
84
7,122
The $ANSEM story on Robinhood is WILD 🐂
Dev @isiahhill went to Georgia Tech w/ @blknoiz06 🎓
Now he’s launched @AnsemOnRH 👀
77% of $ANSEM → Ansem’s wallet
The Black Bull is LIVE on Robinhood Chain
CA: 0x521934eA44568164cd3A578E5823DBa0dE700880
Paid partnership (ad)
26
19
77
2,667
tradebrah retweeted
gMOO🐮
Now that we've officially kicked off MOO's liquidity layer formation, let's not forget the bigger picture above all - Memory Supercycle
One of the most important takeaways from Micron earnings call is that the global memory supply is expected to be even tighter throughout 2027 - 28, and highly plausible to extend further💀
This is due to the physical constraints, the limited production capacity (only 3 companies globally can reliably produce HBM), coupled with the strong demand from data centers and advanced GPUs (not even counting DRAM and NAND for regular consumer devices)
Moore's Law no longer applies to the Memory market.
Moo that
AI demand will grow.
Compute demand will grow.
Memory demand will grow.
AI will get cheaper.
Compute will get cheaper.
Memory will get cheaper.
Antithetical to consensus, but both ends can be, and will be, simultaneously true.
44
6
60
3,208
tradebrah retweeted
I need to run some data but prob one of the biggest single MU LPs out there.
LONG.
3
6
78
2,455
tradebrah retweeted
JUST IN: Micron crushes earnings estimates as quarterly revenue nearly quadruples to $54,230,000,000.00.
31
57
1,004
78,952
tradebrah retweeted
Yeah
Memory Supercycle doesn't give a single f*ck about the trenches.
Moo that!!
MICRON $MU Q4’26 EARNINGS HIGHLIGHTS
🔹 Revenue: $54.23B (Est. $51.07B) 🟢; +379% YoY
🔹 Adj. EPS: $33.42 (Est. $31.61) 🟢
🔹 Adj. Gross Margin: 87.0% (Est. 86.1%) 🟢
Q1 FY27 Guide:
🔹 Revenue: $61.5B ± $1.5B (Est. $57.02B) 🟢
🔹 Adj. EPS: $38.15 ± $1.00 (Est. $35.40) 🟢
🔹 Adj. Gross Margin: ~86.25% (Est. 86.4%) 🟡
CapEx & Cash Flow:
🔹 Operating Cash Flow: $43.97B (Est. $34.47B) 🟢
Business Unit Revenue:
🔹 Cloud Memory: $16.28B
🔹 Core Data Center: $18.00B
🔹 Mobile and Client: $13.11B
🔹 Automotive and Embedded: $6.82B
Other Q4 Metrics:
🔹 Adj. Oper Income: $44.64B (Est. $42.41B) 🟢
🔹 Adj. Net Income: $38.40B (Est. $36.31B) 🟢
🔹 GAAP EPS: $32.87
Key Updates:
🔸 Quarterly dividend of $0.15 per share
Comments:
🔸 “Micron delivered record fiscal 2026 results, and we expect an even stronger fiscal 2027”
30
5
80
5,444
