Christian, conservative, pilot, investor, trader, sporting clays & long range rifle competitor, boating enthusiast.
Virginia, USA
Joined August 2021
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Dog Walker 🍊 retweeted
$SKHY now expects memory demand to outpace supply through 2030 with DRAM demand growing over 20% in 2027 alone.
That's also pretty significant for $MU and Samsung because producing more HBM takes up capacity for regular DRAM just as AI agents are driving demand for both.
$SKHY ABSOLUTELY CRUSGED THEIR Q3 EARNINGS
• Revenue: $78.9B vs. Est. $74.8B
• Operating profit: $62.8B vs. Est. $58.5B
• Gross Margin: 86% vs. Est. 85%
• DRAM ASP: +28% QoQ
• NAND ASP: +25% QoQ
• Cash: $86.3B
Q4 Guidance
• DRAM shipments: +25% QoQ
• NAND shipments: +5% QoQ
FY27 Guidance
• DRAM demand: +25% YoY
• NAND demand: +18% YoY
Signed 5-year LTAs with 14 major customers securing over 50% of its 2027 and 2028 capacity.
Dog Walker 🍊 retweeted
Who else agrees that Trump's exit from the White House can't come soon enough?
Who's with me? ✋
Dog Walker 🍊 retweeted
We estimate there will be another 800-1,000 datacenters built in the US over the next few years..this will be a Game of Thrones battle in the tech world to secure compute power. SpaceX is aggressively building out its hyperscaler infrastructure vs neoclouds and cloud players 🏆🥊
Watching a football game. Why does Big Pharma advertise on TV. No one watching can buy the product without an MD. Often a specialist. This is bullshit. Done to control narratives of choice? MD's should know medicine without TV viewer help.
Dog Walker 🍊 retweeted
They sure did. But they want a 2nd chance so they can do it more.
🤖 Made with AI
Dog Walker 🍊 retweeted
It was an open secret that Donald Trump and his mentor Roy Cohn were lovers.
Cohn died of AIDS shortly after Trump found out.
Dog Walker 🍊 retweeted
School is a prison with a cafeteria. Same ugly building, same trays, same schedule. And they call it education.
Dog Walker 🍊 retweeted
BREAKING: Three male escorts say the late Republican Senator Lindsey Graham paid them for sex.
One of them was reportedly 17 at the time.
Below is our full documentary on their stories:
