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Cyber Manhattan
Joined November 2015
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Prediction:
Republicans will lose
Russia will conquer Ukraine
Russia, China and the arab nations will unite against Israel.
When polymarket bid becomes available for:
"Will Israel Lose?"
99% will say Yes
1% No
Is important that one must put all life savings into
No
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🇬🇧🇷🇺 UK says it has evidence Russia is behind cyberattacks, sabotage and assassinations across Europe.
I called the dip
Time to start accumulating shares of $MU 500 might come or it might not still a good price to add now
$MU just took another hit after hours.
Sitting at $775. Another leg lower. The correction is still very much alive.
And the timing is not random.
China’s CXMT just pulled off one of the most aggressive IPOs you’ll see. The stock ripped over 460% on day one, pushed the company to a market cap near $487 billion, and for a stretch was worth more than Intel. They raised $8.6 billion. Nomura is already treating it like it has serious room to keep running. This is no longer some quiet, subsidized project. It’s a fully funded, publicly valued Chinese memory player with real scale and state support behind it.
That changes the medium-term picture.
The AI-driven shortage was real. Margins went vertical. A lot of people started acting like the old cycle rules no longer applied. Meanwhile Chinese capacity kept expanding, and now that capacity just received a massive public-market war chest and a sky-high valuation. The market is beginning to price the idea that the pure shortage story has real competition coming.
Micron is down hard. Roughly 22% this month. SanDisk and the rest of the memory group are getting hit even harder. The same leverage and FOMO that stretched the upside is now working in reverse.
I wasn’t trying to be negative for the sake of it.
I was trying to get people to respect the cycle and the supply response before it showed up in the price action.
$775 after hours is the market reacting to a competitor that just became impossible to ignore.
I flagged it early.
The rest was always going to be decided by how long people kept treating peak margins like a permanent state.
You’re still treating every red candle as a gift… or are you starting to accept that the air is coming out of this trade faster than most wanted to admit?
$MU $GLD
128 BANKS ACROSS WESTERN JAPAN JUST WENT DARK AT THE SAME TIME.
Shinkin banks from Tokai west, all the way to Kyushu. A system failure on a Friday afternoon.
Remember i told yall he was gonna say this?
He laid the mines
Full blown crash is barely beginning
Iran deal should stabilize things soon
A republican will never win ever again in history of our nation
It is done....
Time to jail pedophiles
My x feed is filled with rich Trump zombies 🤣 blaming democrats
Elon Gay is behind this ofc
@elonmusk
Data center fucks pos had their chance to help communities with the profits. Instead they siphoned it to oblivion and with tax loop holes of supposedly a data centers being experimental technology
They can fuck off:) now
They thought daddy trump would reign earth for a 1,000 years ):
