Joined June 2025
- Tweets 7,750
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- Followers 401
- Likes 43,390
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Pinned Tweet
Jun 6
$MU AI's real leap isn't getting smarter. It's working longer on its own.
Currently, they work about 1 workday unsupervised. The trend points to jobs that run for weeks, then months, by 2028: from an intern you babysit to a contractor you hand a project and walk away from.
And every hour it works, it has to remember its task, its context, its history. Longer autonomy = more memory. Overall memory scaling with how long AI can run on its own, is currently under-modeled.
#Bullish #AgenticAI #GeneralistAgent #DomainSpecificAgent
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Delamain retweeted
The firm that speed ran $65M worth of $MU calls to $2B has to exit or exercise their position by this friday....
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Jun 15
$MU FactSet just updated FY 2029 EPS and all I have to say is wow! Its a meaningful raise to 124 from the previous EPS estimate of ~68 for that year, the "memory is cyclical" narrative is dead.
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Jun 14
"A critic of forward guidance, Warsh is reportedly considering eliminating the @federalreserve's 'dot plot', which signals the views of officials on the rate path. Such a change may provide greater policy flexibility, but risks reducing transparency."🤔
Jun 14
Kevin Warsh enters the arena ft.trib.al/E9NjJiG | opinion
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Jun 12
$MU the Bears should start to mentally prepare themselves for 2000, I am giving you guys a heads up because I sincerely care for you and would hate to see you get hurt.
Please seek help before it is too late!
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Jun 11
$MU this guy has cannonball sized balls. I myself am all-in my entire retirement account, furthermore, I took all the cash I had across all my accounts and bought more recently.
#NoPainNoGain
Jun 11
I am the one used to tell you that I sold my house, after a sad week, I still think you are right
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Jun 11
$MU Friday was your last opportunity to buy at 850, you will never have the opportunity to buy Micron at that price again see you at 2000.
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Jun 10
Why is everyone tripping balls over Fable 5? ex the coding prowess this thing is a loopy pos lol. I asked it to think through a problem which should have led it generate a simple trend line but it instead generated a Gaussian bump.
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Jun 10
$MU just need to clear Warsh and opex next week, ATHs before ER highly probable imo.
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Jun 8
$MU 2 trillion market cap was promised to us 3000 years ago.
Reported: US President Trump says he warned Netanyahu that if he turns escalation into war, he will left alone against Iran, according to Al Jazeera; believe Iran is interested in signing an agreement
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Delamain retweeted
Jun 8
The billionaire investor Vinod Khosla took the founders of Cloudflare to dinner. Two of them got up to use the bathroom, and he leaned across the table to the one still sitting there.
"Fire your two cofounders, and I'll give you all their stock."
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Jun 7
Jun 7
CXMT’s DDR5 is not meaningfully cheaper than Samsung, SK Hynix, or Micron, according to memory vendors cited by Wccftech.
Vendors said CXMT’s advantage is supply, not price, because it is not prioritizing HBM and other premium AI memory products.
Still lags in premium formats like CUDIMM, CQDIMM, MRDIMM, and CSODIMM.
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Delamain retweeted
🚨 The “blowout” jobs report that just killed your rate cut? Misleading.
It was bartenders. 🍺
70K hospitality hires for the World Cup -> 5x normal. Wall Street saw a hot economy. It was a soccer tournament.
Back out the one-off and there’s NO blowout -> just trend. Yes, there’s a soccer tournament sitting on top of a trend-line economy. 🤯
Look under the hood. 🧵
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