I woke this morning and realized I’m not long enough on $GLXY It has had relative strength to the entire sector and a re-rating is slowly upon us A new tenant will send the stock up 20% in a day Remember that $GLXY will get to ATH while Bitcoin is still 50% from ATH What happens to the stock price when Helios continues to grow and cash flow while Bitcoin climbs its way to 6 digits? We are in the middle of a bitcoin bear market…. Don’t forget that Bitcoin WILL break ATH again My prediction is $165,000 end of 2027 NFA but I am a buyer of $GLXY for the remainder of the year

Hating Elon is an IQ test.

I can understand why Italians saw this and decided to invent unemployment

New York is going to need Batman tonight.

It can be that simple.

We get it @business it’s pride month.

JUST IN: Nvidia CEO Jensen Huang says the AI boom is “just beginning” — calls the tech stock selloff a buying opportunity.

Nvidia CEO Jensen Huang: Memory shortage to continue for several years

I know Canadian media is purely propaganda but the Carney glazing and redefinition of a recession is amazing to watch.

This is a pullback within an uptrend. That's all you need to know.

70 was inevitable $IREN

Just because a stock has doubled doesn’t mean you missed it.

Just buy AI bottlenecks

The 1st trillion in market cap is the hardest $MU

No one is going to give you a real answer, not sure if you're actually looking for one, but there is actually a fundamental reason for it. In the UBS note, they said that 30% of DRAM is signed to LTAs slightly below today's price and that they expect 60-70% of DRAM to be on LTAs soon. If you didn't think this would happen, it's a pretty large development. In 2015/2018, LTAs were never signed. So now, MU, SK, Samsung, Sandisk etc. all went from "over earning but in a year or two will be earning signficantly less than today" to "oh shit, this might actually be able to earn close to this year's profits for the next 3-4 years". Essentially, you're going from a normal cycle to supercycle not only in terms of price, but duration, or at least the market was pricing that in a lot more today than it was previously off the UBS note which is effectively making that more understood. That's also why the price target went to $1600 at UBS. So, that's the real fundamental reason, doesn't mean that the cycle will necessarily go on until 2031 for example, but the market is pricing that outcome as more likely today than last week based off the analyst notes.

🚨BREAKING: $IREN HAS ENTERED INTO A $1.6B PURCHASE AGREEMENT WITH $DELL FOR AIR-COOLED BLACKWELL SYSTEMS TO SUPPORT ITS PREVIOUSLY ANNOUNCED 5-YEAR, $3.4B MANAGED SERVICES AI CLOUD CONTRACT

Sunday @ 6PM.

Limit up.

release leopold’s 13F and then rug every stock on there once retail buys premarket high