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Joined January 2026
149 Photos and videos
$DRAM looking good. Glad I bought the dip.
AI Plays - Currently Underexposed Memory is the acute bottleneck. Per-GW costs are rising (power memory). OpenAI diversifying suppliers. HBM makers power equipment now have structural pricing power. Currently researching; $DRAM (HBM memory choke point). $AIPO (Power equipment, transformers, generation).
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Feels like up only season...
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$DSM, no slowing down.
$DSM is one of those plays I haven't been keeping up with, but it has been outperforming.
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Legendary Finance Group retweeted
One of the most undervalued projects on the ASX. A confirmed JORC resource with a market cap of $38mil and a whole stack of garnet at kanmantoo. $HVY This will pop as soon as the PFS is out. We ❤️ garnet at #LFG .
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Legendary Finance Group retweeted
Jun 11
The Iran war “ended” the day before the biggest IPO in history, Trump’s birthday, and a UFC card at the White House. What a coincidence. What timing. Wow.
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$DSM is one of those plays I haven't been keeping up with, but it has been outperforming.
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$DRAM we may not see the 50s again.
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Hedge funds loading up shorts on the Big Four banks (CBA, Westpac, NAB, ANZ) after the latest federal budget changes. Big Short vibes Down Under? What is your take? #LFG
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$SLM is really doing the heavy lifting today. #ASX red across the board.
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Legendary Finance Group retweeted
via @Miningcomau $SLM.AX CEO Mitch Thomas joins us as the company prepares to drill its Brazil #Lithium Project, backed by a fresh $6 million raise and continued support from major shareholder PLS Group. Watch the full interview: loom.ly/C4Vr8S0 #SolisMinerals #SLM #ASX
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Ugly day for the ASX
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$DRAM bounce.
AI Plays - Currently Underexposed Memory is the acute bottleneck. Per-GW costs are rising (power memory). OpenAI diversifying suppliers. HBM makers power equipment now have structural pricing power. Currently researching; $DRAM (HBM memory choke point). $AIPO (Power equipment, transformers, generation).
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$SLM must be on your watchlist.
via @benchmarkmin In 2026, prices are rebounding, as some markets have seen major disruptions $SLM.AX is advancing its South American energy metals portfolio, with drilling at its Brazil #Lithium Project set to commence this month Read loom.ly/7HRC3NA #BatteryMaterial
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AI Plays - Currently Underexposed Memory is the acute bottleneck. Per-GW costs are rising (power memory). OpenAI diversifying suppliers. HBM makers power equipment now have structural pricing power. Currently researching; $DRAM (HBM memory choke point). $AIPO (Power equipment, transformers, generation).
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Mr Lithium has entered the chat! $SLM
Not investing advice but after doing well with @pls_global over the years and later #LatinResources, I followed PLS by investing in @SolisMinerals. I am not compensated in any way by Solis.
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Back to local highs. $SLM
Macquarie have been loading up on $SLM. Big money have skin in the game here.
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Legendary Finance Group retweeted
Well Albo certainly didn’t waste anytime… CGT and negative gearing changes pass the lower house. #breaking
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Keeping an eye on $KTK
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