Infra_Alpha @Infra_Alpha
I post about all things Ai/Infra/Stocks/Compute/Memory with some Crypto mixed in…Not Financial Advice The Data Center Joined September 2017-
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@DeadlineDayLive yeah might finish in 10th with that squad i reckon
This is why i won’t be surprised to see $MU at $1500… $SPCX
$MU generates more PROFIT in ONE QUARTER than $SPCX generates in revenue ALL YEAR. $MU is 51% lower in market cap than $SPCX Read that twice.
I mean yeah tried to tell you guys… $SNDK $MU @DeepValueBagger
Any all in account on $sndk out there? We want to pay tribute to you.
Holy shit so much for the bubble ay…
JUST IN: Bershire Hathaway invests $10 billion in Google
Yeah your about to see MFs start driving around with their THX MU plates on the back of there cars lol $MU
I remember when people were saying memory stocks were overpriced when $MU was $200 and $SNDK was $400 😭RIP if you missed the run
Well i was only $1300 off so yeah that’s cool… $SNDK
So when i bought into $SNDK i was targeting $300 for 2026 didn’t think we would get there in the first week of the year so.. that’s cool.
I know I haven’t posted in awhile but ya can’t say i didn’t try to tell you guys months ago hope you were all paying attention and made great gains…🤷♂️🤑 $MU $SNDK
Yeah if $MU and $SNDK keep going it’s literally $NVDA rip cycle 2.0… So far i made the right call putting all my focus on the memory names.
@DailyAFC Holy piss Arteta the fans on X been calling this out since like the 2nd month of the season why didn’t he try this earlier fuck sake…
Once you start researching these photonic stocks you just go down the dang rabbit hole like holy crap there’s a lot of layers of information to process all these names $COHR $TSEM $AAOI $LITE
You know what’s actually crazy is if it wasn’t for X I never would have learned about this entire photonics space/stocks. Like literally a couple months ago I prob never heard anyone talk about photonics but now it’s the hot stock sector with $COHR $LITE $CIEN $AAOI all up big.
Alright here’s what i’m going with for the rest of this year: Optics: $COHR $CIEN $AAOI Memory: $MU $SNDK $EWY Defense: $ONDS $LASR No guarantees obviously but let’s see if this ages well…
If Oil price is still over $100 going into April we are screwed… $USO
So yeah buying $AAOI due to @aleabitoreddit DD has turned out pretty good thanks! This one has me bullish on other optics/connectivity plays like $CIEN as well.
Lol $RGTI with only 1 mil in rev these quantard stocks are just embarrassing. Like literally a Hot Dog stand in New York prob has more revenue…
Whelp shit probably not good for the memory stocks $MU $SNDK $EWY
*CIRCUIT BREAKER TRIGGERED AFTER S. KOREA'S KOSDAQ PLUNGES 8%
Not even joking the price action today on $AVAV might be the craziest thing i’ve seen in along time from $250 to $300 back down to $200 like what the hell?
Honestly GGs like what great calls follow @aleabitoreddit if your not already there picks have been spot on all year long..
I happened to own every single top individual stock performer this year: From $AXTI and $AAOI in photonics. To $SNDK and SK Hynix in memory. To Nittobo, Macronix, and Unimicron for Asia Bottlenecks. All triple digit returns in 2 months. Year to Date: 501.38% Just lucky I
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