CEO of BLU Products
Miami, FL
Joined April 2009
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Samuel Ohev-Zion retweeted
And this is why we track Pelosi Stock Trades
On 8/24, the queen filed a brand new $6M buy of $BE
Bloom Energy designs, manufactures, and installs on-site power generators
At the time of of her filed buy, the stock was $204/share
Last Friday, news broke $BE is getting added to the SPY
Today it's up 10% & now worth $280/share
And up 32% since Pelosi filed that buy back on 8/24
Congrats to those Autopiloting her
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades
Including buying up to $12M of Bloom Energy $BE
Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC
She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps
Samuel Ohev-Zion retweeted
JUST IN: $BTC forecasted to reach a low of $44,000 this year, per Kalshi traders.
🤝 Paid partnership
RT @TrumpDailyPosts: Is there any doubt now what President and movement runs the Republican party now?
Samuel Ohev-Zion retweeted
It Took Salesforce 20 Years to Reach $30 Billion in Revenue
Anthropic? Only 3 Years
Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses large context windows up to 1M tokens. No sparse attention, no MLA compression. Full KV cache entry.
Samuel Ohev-Zion retweeted
$MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands.
The supply constraint has gotten so severe that memory content alone now runs ~$2M per rack.
A single $NVDA VR200 NVL72 rack will cost ~$7.8M which is nearly double the ~$4.0M GB300 rack.
The biggest cost explosion is memory (up more than 5x) proving dollar content keeps migrating to wherever the bottleneck sits and right now that bottleneck is HBM.
Samuel Ohev-Zion retweeted
🚨 NY’s Tax Exodus Just Got Worse
NY Gov. Kathy Hochul is stunned by fresh IRS data.
Between 2020-2024, 892 companies fled New York — taking $47 BILLION in income with them.
• Florida: 341 companies
• Texas: 187
• North Carolina: 129
It’s not just billionaires anymore. Middle-class professionals, small business owners, and families are voting with their feet — escaping crushing taxes, regulations, and declining quality of life.
Shrinking tax base = those who stay pay even more.
Hochul once mocked them: “Just get on a bus.”
Now the exodus is accelerating — killing jobs, services, and the economy.
Actions have consequences.
#NewYorkExodus #TaxFlight
Lord have mercy 👀 🇺🇸
This $58 million $MU trade I posted 38 days ago is now worth over $1 BILLION
Easily the craziest trade I’ve ever seen
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My entire cash balance has disappeared overnight on coinbase. No suspicious activity or transactions. It's just all gone. Impossible to get an answer from the "concierge" and no live support option. Horrible experience. Hopefully tied to the AWS outage and will be restored. Awful!! $coin
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Samuel Ohev-Zion retweeted
$MU $SNDK $DRAM
The most powerful memory bull on Wall Street right now is Apple CEO Tim Cook
-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anytime soon. Costs will be "significantly higher" in June.
-The impact will keep growing: “Beyond the June quarter, we believe memory costs will drive an increasing impact on our business,” signaling no quick relief.
-Apple plans to “look at a range of options,” which may include locking in longer-term supply agreements, a further positive for Micron’s backlog visibility.
When your biggest customer stops hoping for lower prices and starts locking in supply...
Bullish 🔥
