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Updated Portfolio Allocation for 8 Digit Portfolio:
Spot #BTC = 35%
$BE = 7%
$NBIS = 7%
$SKHY = 7%
$MU = 7%
$QQQ = 5%
$SPY = 5%
$IBIT LEAP 2028 Calls = 4%
$IREN = 4%
$IREN LEAP 2028 Calls = 4%
$SMH = 4%
$DRAM = 4%
$CIFR = 2%
$CIFR LEAP 2028 Calls = 2%
$MSTR LEAP 2028 Calls = 1%
$SKHY LEAP 2028 Calls = 1%
$IBIT = 1%
Focus is exclusively Bitcoin ... chips ... storage ... and AI HPC. Tick tock ... next block. Tick tock ... next GW.
Alan Knitowski ∞/21M retweeted
JUST IN: $NBIS rips 9% to $170 on a new 50MW data center deal
Alan Knitowski ∞/21M retweeted
Too many people don't realise that we are in a Spiritual War against demons that have been harvesting us, eating our children, imprisoning us in some bizarre financial bullshit slave system, poisoning us from birth, defrauding us, killing our ancestors, lying to us, pretending to be human when they're not, hiding technologies that could help us all thrive, perverting our true history, making us afraid of our own shadows, mind controlling us, drugging us, beating us up, making us nihilists, making us believe we are nothing, making us believe we live on a rock spinning in space and we're the only ones here, disconnecting us from our Creator, de-activating 97% of our DNA, denying us our true potential, commiting genocide and getting away with it again and again, fuck me this list could go on for a century...
We got one thing they haven't. And they fucking hate us for it.
Fight back. Have no fear. Stand up for truth.
They wouldn't do all this shit if they weren't afraid of US.
If they didn't NEED us.
You are an immortal spirit.
They know this and they know they've already lost.
Stand tall. In love. In courage. In divine light, with righteous indignation.
Our time is here.
We got this.
Alan Knitowski ∞/21M retweeted
Fleetwood Town have eliminated Arsenal from the Carabao Cup
$3 million squad vs $1.5 billion squad
MADNESS!
Alan Knitowski ∞/21M retweeted
Its always the ones who sold who are the most salty.
Alan Knitowski ∞/21M retweeted
Woah, stellar earnings from and AI market projections...
1. SK Hynix: "Memory supply shortage to persist through 2030".
2. There's the $4.8B operating profit beat ($62.8B vs. ~$58B est)... 80% operating margins.
So you had:
- Revenue: $78.84B vs. $74.02B
- Operating profit: $62.80B vs. $58.00B
- Operating margin: 79.7% vs. 78.3%
With forward projections of
3. "Our DRAM and HBM volumes through 2029 are effectively sold out."
4. Signed LTAs covering 50%+ of 2027–2028 capacity, while retaining pricing flexibility
5. The company intends to fulfill its commitment to return 50%+ of cumulative FCF for 2025-2027
6. "We have included deposits and other practical enforcement mechanisms" (LTAs have actual enforcement)
7. "We expect the profitability gap between HBM and conventional DRAM to narrow significantly" (hello broader memory industry)
8. SK Hynix announced $75B in shareholder returns (dividends/buybacks) for CY2026.
I'm not sure what there isn't to like here?
You have a memory company just printing... demand visibility super high from enforceable commitments... and now they're returning that via dividends/buybacks.
Oh look… more memory durability evidence for $MU and co.
Following the news of $GOOGL, other CSPs such as Alibaba, Tencent, Bytedance, and are now negotiating memory LTAs with $SKHY and Samsung.
Some customers are reportedly pushing for 10 year contracts as well, into 2035.
“As U.S. companies move to secure memory supplies first, Chinese tech giants are joining the race.”
Source: Maeil News
Don't you think it's a bit strange for your hyperscalers (especially Chinese big tech) to seek LTAs 10 years out…
If there's claims of CXMT + YMTC DRAM/NAND overflooding in 2028-2029?
Alan Knitowski ∞/21M retweeted
Yes the world is short memory
We are early in the AI trade.
SK Hynix and the KOSPI
Ignore the noise.
Alan Knitowski ∞/21M retweeted
To continue making fun of @finebaum's Texas talk:
Among teams with a better SOR than Texas:
- Utah
- UCLA
- Kentucky
- BYU
- Wake Forest
Among teams with a better Offensive Efficiency ranking (Texas' Def Eff is #2; pretty dang good):
- Oregon State
- Louisville
- Boise St
- Houston
- Northwestern
- North Texas
- Illinois
- Army
- Colorado State
- Memphis
- Purde
- Texas St lol
- NC St
Alan Knitowski ∞/21M retweeted
BREAKING: Korea Exchange halted program buying for 5 minutes as the KOSPI surged +5%.
A buy-side sidecar has now been triggered for the second consecutive day.
Over ₩254.5 TRILLION ($170B) added to South Korean stocks.
"You know ... at $700M
profit per day ... and $63B per quarter … it's definitely a bubble." - Wall Street Retard on $SKHY
Hyperscalers confirming capex and beating earnings ✅
Neoclouds are still necessary and able to get financing ✅
Anthropic S-1 turns out to be in pretty good shape i.e. fastest growing company ever ✅
SK Hynix absolutely crushes earnings and confirms memory shortage beyond 2030 ✅
The AI collapse of October was pure market fuckery. Tomorrow we will get more confirmation. 👀🚀
"You know ... at $700M
profit per day ... it's definitely a bubble." - Wall Street Retard on $SKHY
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.