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@CL207 you know better than me gatto

@CL207 What about neoclouds?

@CL207 you know this play so well

@CL207 cheap based on prior fwd earnings estimates? dont you have to adjust these too (esp w hynix missing topline, weak capex guides from hyperscaler, etc)

@CL207 technically yes. unless they somehow invent another way to make memory 10x cheaper then all these companies should be recover eventually. Physical AI has much higher demand in memory than data center imo

@CL207 cheap?

@CL207 did u see you made complex australias instagram with your post about how far it was to travel between two parts of australia?

@CL207 What type of memory? The normal ram or cxl?

@CL207 They’re betting on Jevon’s paradox reversing that in the next 5-10 years.

@CL207 Bc of demand destruction?

Hedge fund and algos can be forced to buy if institutions start loading in. The race for the exit can soon become the race for the entrance. They waayyy overshot the downside here so a sharp reversal back up could make a lot of sense. Once shorts start piling in it makes a lot of sense to squeeze them and steal their money

@CL207 🤝

@CL207 in all seriousness, my only position in memory rn is $SKHY . i am a htf trader and their HBM moves (LTAs, shifting from DRAM) derisk the cyclicality argument for me

@CL207 Probably so... but when $MU reports in September, TTM earnings will be $74. In December reporting, TTM will be $104. What valuation then? PE of 12 is $1,248.

@CL207 Yes, I think we’ll have to wait to see if memory is still cyclical and and what the big 3 memory companies are doing with all the money. Can they r and d and develop new products or push HBM or buybacks.

@CL207 well... how else are they going to make it all back?

@CL207 I'd think multiples would compress now. We see these type of liquidations in crypto. This is eerily similar. Korean retail was completely wiped out. Study where many of the KOLs directing people's money on this app are from.

@CL207 it's a commodity product, premiums can only be cyclical the shortage was driven by buyers themselves, and now that's cooled off a bit good news tho i think we're on a very fast road to some massive improvements in storage tech

@CL207 so you're going to shove serious size into them now right?

@CL207 Yes. If forward pe still hasn’t rerated higher, I think it’s crazy to believe that it ever will

@CL207 The parabola will only get more extreme as we move out. Higher highs/lowers lows. We're all going to die.

@CL207 out of context here cat, have you seen the chiikawa movie, if yes, do you like it?

@CL207 Asia open sandisk god candle lmaoooo