Jav787 retweeted
Keep following idiots
Spend $17, subscribe, skip lunch and let's make some real money
President Donald Trump at his rally in Suffern, NY yesterday: “Micron, boy, Micron is great…”
Is this what the $MU whales were waiting for? 👀
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Jav787 retweeted
$MU has started manufacturing 1-alpha DRAM at its Virginia fab calling it the most advanced memory technology ever produced in the U.S.
The expansion will quadruple DDR4 wafer supply at the site and supports Micron’s broader ~$200B U.S. investment plan.
Jav787 retweeted
Bezos went on CNBC yesterday and said "You could double the taxes I pay and it's not gonna help that teacher in Queens."
And all the bureaucrats and socialists lost their minds.
Promise the teacher a raise. Tax everyone. Launder the money through Washington. Then blame the billionaire. We aren't morons Ro, we've seen this before.
Bezos said the bottom half of earners should pay zero federal income tax.
A nurse in Queens making $75K hands the IRS $12K a year. He said cut it to zero. She keeps her full paycheck. No bs refund, paperwork or shady government program.
Simple.
They won't do it. And you should ask yourself why.
They don't ACTUALLY want to help anyone. They just want to pretend they tried and get your votes while making you hate the ppl they scammed.
They want the money to flow through Washington, the city, every ponzi department and consultant and charity so each one can wet their beak.
By the time it reaches the teacher it's maybe $100, if that...
And then they'll blame the billionaire who hasn't paid their "fair share." Right Warren???
Lets take a gander at Mamdani's education budget.
NYC spends $42K per student per year, 3x the national average ($15K). Highest in America. Florida pays $9K.
NYC spends more per pupil than most people pay for private school or college. Its frickn insane.
The budget has gone up every year, enrollment has gone down. With all that money only 3 out of 10 kids can read in the 8th grade. Cuba can read better english and they speak spanish lol.
So where is the money going? Def not to teachers. but shh, ro doesn't want you to know that.
A starting teacher in NYC makes $65K. Mamdani's city spends $42K per kid, runs a $40B budget. You could pay every teacher six figures with that money and have 12 kids per a classroom. But thats too logical.
It goes to administrators. Consultants. Overtime. Unions. Friends and family businesses. Pensions for people who left a decade ago. Studies about studies. Buildings that take ten years to renovate. Everyone else but the kids, teachers and actual schools
THERE IS ENOUGH MONEY.
Politicians decide where the money goes. Teachers are underpaid because of how government spends money. Not because Bezos doesn't pay enough.
Then they stand outside a billionaire's apartment with a camera and tell you he's the problem.
That's the SCAM.
Ro Khanna says tax billionaires to fund $60K teacher salaries. NYC already spends enough to fund $100K teacher salaries. The money's there, Ro. Your people are the ones who won't give it to her.
Federal level is the same story. DOE spending up 649% since 2000 and kids aren't any smarter. GAO found $186 billion in improper payments last year. $3 trillion in errors since 2003. It’s criminal.
Stop taxing the nurse. No bureaucracy. Just let the woman keep her full paycheck.
Outrage is deflection.
They'd rather she pay.
Because her keeping her own money doesn't fund the machine and they lose the one thing that keeps the whole racket going: a billionaire to blame.
Jav787 retweeted
$MU: Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in fiscal Q3. We expect tightness for HBM, Dram, and Nand to continue well beyond calendar year 2026."
Jav787 retweeted
BREAKING: The White House announces multiple US-China trade deals and developments following President Trump's meeting with China's President Xi.
Details include:
1. China will address US concerns regarding supply chain shortages related to rare earths and other critical minerals
2. China has approved an initial purchase of 200 American-made Boeing aircraft for Chinese airlines
3. China will purchase at least $17 billion per year of US agricultural products in 2026, 2027, and 2028
4. China has restored market access for US beef by renewing expired listings of more than 400 US beef facilities and adding new listings
5. China has resumed imports of poultry from US states determined by the USDA to be free of highly pathogenic avian influenza
President Xi will be visiting the White House this fall.
Jav787 retweeted
$EOSE +30% in pre-market! I sincerely hope you've caught the golden pocket retest.
If not, make sure you bookmark my golden pocket levels posts in the future.
Jav787 retweeted
BREAKING: Nvidia, $NVDA, CEO Jensen Huang is onboard the Air Force One for President Trump’s trip to China.
It was previously reported that Jensen Huang was not invited on the trip.
Jav787 retweeted
Tragic day for Sandisk $SNDK holders
Down nearly 10%, all the way back to where it was 2 trading days ago
Jav787 retweeted
I blame this all on $MU
We are going to start talking about things in shares of $MU like we used to $BTC lol
400k for a G Wagon SMH
Newsletter out tonight, Follower Code for free @SignaTrading just went out
JOIN TODAY, it's literally the most ridiculous deal in trading for $17 a month IMHO, unless you hate money ofc
Jav787 retweeted
$NOK — why comps make it a $20 stock TODAY, not someday!
Before we talk about Nokia, Citron owes readers an apology. We've been too negative on the AI data center trade. We missed it and called tops way too early.
Here's what has been learned: the best trade isn't shorting the stocks that already tripled. It's finding the one the market hasn't figured out yet.
That's Nokia. Who cares that it is a 52 week high....looks like it is going higher
While telecom analysts are still valuing Nokia as a slow-growth utility. However, with the Network Infrastructure segment now targeting 18%–20% growth in Optical/IP, the narrative is shifting toward a high performance hardware play.
The whole story in plain English
Nokia makes the equipment that moves data between AI data centers. As AI grows, those highways need to get wider and faster. Nokia builds the highways.
A year ago, Nokia bought a company called Infinera , which meant Nokia went from reselling other people's chips to owning its own chip factories. That's a huge deal. Every other company in this space that owns their own chips (Lumentum, Coherent) trades at a massive premium. Nokia doesn't yet. The market hasn't caught on.
Nokia also hired a new CEO last year Justin Hotard, who came straight from running Intel's AI business. This is not a telecom guy. This is an AI guy now running Nokia. And in October, Nokia signed a $1 billion partnership with NVIDIA that came with an investment.
Last $NVDA investment Citron told you about was $NBIS when it was $20 a share...yes !
Now the numbers. Nokia management has literally told investors what the company will earn in 2028. Add it up and you get roughly 50 cents per share in earnings by 2028. That's their number, not ours.
Here's the thing nobody's doing the math on: every other AI infrastructure stock is already priced based on what they'll earn in 2028. Ciena trades at 49 times those earnings. Coherent at 46 times. Apply the same math to Nokia 50 cents times 49 and the stock is worth $24.50 right now. Today!!
And here's gravy. On last week's earnings call, the CEO said , out of nowhere, nobody asked — "a big milestone later this year with NVIDIA." Seven Wall Street analysts were on that call. None of them followed up. None of them asked what he meant.
When Lumentum got its NVIDIA moment, the stock went from $49 to $960. Nokia just told you its NVIDIA moment is coming this year. And the stock hasn't moved.
That's the whole trade. Nokia is the AI infrastructure stock the market forgot to reprice.
Missed the first wave of this. We're not missing the second.
Jav787 retweeted
$AMZN because being asked have to add to the dialogue ..yes still long and added this morning. World Dominance! Simplest trade on the board: if capex fears hit the group, AMZN rockets on FCF.
If the chip trade keeps running, Wall Street wakes up to Trainium and re-rates the hidden silicon business inside AWS.
Citron has been saying it — AMZN is the cheapest way to own the ASIC trade. This sucker has a long way to go!
Jav787 retweeted
They keep telling you everyone is bearish on $BTC and that everyone is shorting.
That couldn’t be further from the truth.
Delta is extended green, and we’ve had 8 consecutive green daily candles. I’ve seen this movie before. Just when people start believing we’re "back", the entire move gets erased in a few red candles.
People keep saying, “Killa, you’re a perma bear.”
No, I’m not. It just so happens I created my account during the final year of the bull run.
Believe me, you’ll know when I’m net long for new ATHs. Right now just isn’t that time. People are too quick to jump the gun, calling bottoms, and months later those tweets get buried. I don’t play that game.
Yes, we could extend slightly higher. The 76–78K region is the upper area to watch. But buying there essentially means buying the first bearish retest in a strong macro downtrend.
The trend is not bullish. It doesn’t take a genius to see that.
The market hunts leverage, that’s its objective.
The cartel needs to liquidate traders to make money.
The house always wins. Once enough liquidity builds below, they’ll erase this artificial move up like it never happened.
You call it strength. It isn’t. It’s an orchestrated TWAP bid designed to distribute into limit sells when the time is right.
The big players, the hedge funds, have been shorting since 120K. Yet all it takes is a 10–20% bounce for people to start calling for targets 20–30% higher than their previous ones. It’s a shame.
The same thing happened at 120K when people were calling for 150K. I remember the names.
The same thing happened at 96K when people were calling for 100–104K.
And now it’s happening again, with people calling for 80–85K.
