IMO the most likely outcome over coming quarters is memory growth rates peak and stock starts going sideways for a couple years similar to what's happened to NVDA. In a quarter or two market moves on to other parts of AI trade that are accelerating like equipment, OSATs, optical, capacity add beneficiaries, etc.

What the f_ck is happening in Britain

I was watching a recent house hunters and the same thought went thru my head. Vacation homes in most random parts of the country like Parker Strip AZ were going for >$2M.

This rally out of the 3/31 low will continue to be hated at a level not seen before relative to all-time highs. AAII Bulls just tied for the lowest % of Bulls this year (that were printed near the 3/31 lows) this last week at 30.4%. Mind you this is just two weeks post a 9 week straight week w/gains of 20%. The lowest readings ever post 9 straight were recorded at 35.6% Bulls and we just went lower on 5% pullback. 8 of the last 11 weeks more Bears than Bulls into these highs. This is also seen in other segments of sentiment besides AAII. The $SPX says we are going higher because … You, you hate You hate me, you hate me You hate me to say, you hate me to say You hate me to say and I did not obey youtu.be/W3q8Od5qJio?is=6hXV…

USA. A Mexican restaurant. We had not yet ordered anything, and the food was already arriving. Chips. Salsa. Unrequested. Free. I stopped the waiter. "We have not earned these." "They just come with the table, man." They come with the TABLE. In my land, hospitality is a debt. Every gift creates an obligation, weighed carefully, returned in the proper season with interest of feeling. Here, the gift arrives before you have even proven you can pay for dinner. This is not an appetizer. This is a declaration: we trust you. Eat. I ate with the gravity the moment deserved. And then — I must report this calmly — the basket emptied, and a new one appeared. "Did we…?" "Refill," the waiter said. "It's bottomless." Bottomless. They have wells of salsa. The supply lines of this nation are beyond anything my ancestors imagined. My friend warned me. "Don't fill up on chips, dude." Too late. I had accepted three baskets. Honor demanded each one be finished — an unfinished gift is an insult. By the time my actual food arrived, I was a ruined man. I was not hungry. I was not comfortable. I had been defeated by a courtesy. Generosity that arrives before the request cannot be repaid. It can only be survived. I know the rule now. I have made my peace with the basket. One basket. Two at the most. Who am I deceiving. There is no number of baskets I would refuse. The trust of a nation is in that salsa, and I intend to honor all of it.

Good way to end the week. Thanks @TheChartReport and to @the_chart_life for the original inspiration

Would you rather invest in hyperscalers that have soaring CapEx, or in AI hardware companies that are on the receiving end of that CapEx? I know my answer.

RT @ConnorJBates_: AAII Investor Sentiment Survey Nearly 50% bears up from 37% last week. Bulls drop to 30% from 36% prior. sdrobs.com/foobar…

Alright, fine, deport the immigrants. Just don’t complain when you need a security guard to stand near the entrance of a supermarket FaceTiming their uncle in Chittagong for 8 hours and there’s no one left to do it.

Bubble?

“Flip bearish or become Jamaican” Me:

.@citrini vs. @aleabitoreddit re: AAOI is going to be an epic fintwit show down. Who you got

we need this energy in the US

the takes on here are funny. We're on day 4 under the 21 ema, stfu & accept we're in a small downtrend. Stocks are over the 21 ema in an uptrend like 92% of the time. I hate this app you guys have 2 months of straight up & it's normal but 4 days of red everyone is crying.

“Just bomb whoever you want, we have the entire US government raping kids on video”

I lived in Bolivia for two years. One of the cities I lived in was Cobija. One night, in Cobija, my friend and I were walking home when a Bolivian police officer got into an accident with a man that was on a motorcycle. I ran over to try to help the man who was on the motorcycle, but I’ll never forget the officer yelling at the man about how the accident was his fault and then yelling at me for intervening. In Bolivia, as in most third world countries, people don’t rush to help when this stuff happens. They become bystanders and observers, refusing to intervene or provide assistance. Some of the people around that night joined in on yelling at me as I called out for people to get an ambulance. One eventually made it because my friend had a phone and made the call, but it was too late. That night, a stranger bled out and died in my arms—a foreigner—as his fellow countrymen yelled at him and watched him die. People in the United States and across the West don’t understand the cultures and people that are being imported into our countries. The third world isn’t civilized, it’s not some wondrous place with people who have unlimited potential or hold similar worldviews to us. The third world is a dog-eat-dog world. People are literally scraping by and trying to survive. It wires people differently than the way we are wired. As the West fails to deport the third world, it will become the third world. And mass deportations truly are the only peaceful answer if we want to stop the attempted beheadings, the rapes, the vandalism, the fraud, the homelessness, etc. Some might find this sentiment cruel, but it’s not. What’s cruel is allowing the greatest civilization in the world, which your children and grandchildren should inherit, fall into an unrecognizable state of being.

My grandfather stormed the beaches of Normandy. I once asked him what kept them pushing uphill and into the meat grinder, what kept them fighting? His answer absolutely floored me. “We wanted Hatians to sell fake Gucci at the train station.”

Work Harder!

so many liquid leaders in leading themes right at their 21dma-structure right now. If market holds, all the good stuff is where we want them!

you get $zec at the price you deserve