🚀☀️🔋🚗🧠🚇 @Lootster

$TSLA bull since 2019. $PLTR bull since 2021 mootoprofits.usearticle.com Singapore Joined May 2013

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🚀☀️🔋🚗🧠🚇 @Lootster

18 hours ago

@CEOswithswords @Apple Maybe reduce the RAM to 4gb 😂

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@Apple’s Memory Crunch Confirmed: Tim Cook Says Price Hikes Are Unavoidable WSJ exclusive (June 17, 2026): Tim Cook calls the DRAM/LPDDR and NAND shortage a “hundred-year flood.” Apple tried absorbing massive cost spikes from AI demand but now plans price increases. Cook adds they’re ready to use their balance sheet: “We’re willing to help be part of the solution. Obviously, more capacity is needed.” Here’s my Top 10 semiconductor stocks on radar and exactly why each stands out: 1 Samsung Electronics $005930.KS World’s #1 DRAM/LPDDR maker and key Apple supplier. Tight supply + Apple’s balance-sheet support = strong pricing power and revenue tailwinds. 2 SK Hynix $000660.KS #2 DRAM player heavily ramping HBM for AI. Capacity sold out years ahead as mobile LPDDR fights AI chips for the same wafers. 3 Micron Technology $MU  U.S. memory leader gaining HBM and LPDDR share. Positioned for sharp pricing gains in this constrained environment. 4 Western Digital $WDC  NAND flash and storage powerhouse. AI data centers + consumer shortages drive higher demand and better margins across drives and components. 5 Lam Research $LRCX  Essential etch/deposition tools for new DRAM/HBM fabs. Memory makers’ rush to add capacity directly boosts their orders. 6 ASML Holding $ASML  Monopoly on EUV lithography needed for advanced memory nodes. Long-term winner from sustained AI and memory investments. 7 Nvidia $NVDA  Biggest HBM consumer via AI GPUs. Shortages highlight the premium value of their chips even as component costs climb. 8 Broadcom $AVGO  High-speed networking and custom ASICs solving AI bandwidth bottlenecks. Scarce memory makes their connectivity tech even more critical. 9 Marvell Technology $MRVL  Data-center networking, storage controllers, and silicon that maximizes efficiency when memory resources are tight. 10 Intel $INTC  Foundry growth, server CPUs, and U.S. incentives give it memory-ecosystem exposure plus potential supply-chain ties. Bottom line: The AI memory supercycle is very much alive — pricing power for memory leaders, strong tool demand, and tailwinds for AI infrastructure plays through 2026+. Relief may not arrive until new capacity hits in 2027+. Which name are you watching most? Think Apple can secure enough supply, or will margins (and customers) feel more pain? DYODD — this is not financial advice!

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🚀☀️🔋🚗🧠🚇 @Lootster

a day ago

@Aktiehedonist @Aktiehedonist what about $WDC ?

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🚀☀️🔋🚗🧠🚇 @Lootster

3 days ago

@Aktiehedonist Cool! Let me try another

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🚀☀️🔋🚗🧠🚇 @Lootster

a day ago

$AXTI AXT is a niche semiconductor materials company that produces compound semiconductor substrates used in applications such as data centers, fiber optics, wireless infrastructure, and industrial technologies. Unlike fabless chip designers, AXT operates further upstream in the semiconductor supply chain, supplying critical materials that enable advanced chips. From a cash flow perspective, the story remains challenging. Over the past decade, free cash flow per share has been volatile and mostly negative, reflecting cyclical demand, weak profitability, and periods of underutilized manufacturing capacity. What stands out: • Strong position in specialized semiconductor materials • Exposure to long-term trends in AI, photonics, and communications • Balance sheet remains relatively healthy with meaningful cash reserves What concerns me: • Free cash flow per share lacks consistency • Profitability remains cyclical and unpredictable • Limited evidence of sustained operating leverage My view: AXT looks more like a cyclical semiconductor recovery play than a proven compounder. The upside could be meaningful if industry demand recovers, but execution risk remains elevated. Key takeaway: In semiconductors, technological relevance matters. But long-term shareholder returns are ultimately driven by consistent cash generation. *Disclaimer: Analysis may contain inaccurate figures.

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🚀☀️🔋🚗🧠🚇 @Lootster

2 days ago

@TradexWhisperer And that’s an understatement 💪

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🚀☀️🔋🚗🧠🚇 @Lootster

2 days ago

$MU 👀

Trade Whisperer @TradexWhisperer

2 days ago

$MU generates more PROFIT in ONE QUARTER than $SPCX generates in revenue ALL YEAR. $MU is 51% lower in market cap than $SPCX Read that twice.

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🚀☀️🔋🚗🧠🚇 @Lootster

2 days ago

@MothershipSG PMA riders are jeopardizing their own safety and putting pedestrians at risk. This reckless behavior must be stopped immediately 😡

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🚀☀️🔋🚗🧠🚇 @Lootster

3 days ago

Do you see what I see? $MU

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🚀☀️🔋🚗🧠🚇 @Lootster

3 days ago

@CEOswithswords 🤭

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🚀☀️🔋🚗🧠🚇 @Lootster

3 days ago

@CEOswithswords I’m getting ready 😏

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🚀☀️🔋🚗🧠🚇 @Lootster

3 days ago

$AMD send it!

🚀☀️🔋🚗🧠🚇 @Lootster

a month ago

$AMD is wild 🔥 How much more can it go?

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🚀☀️🔋🚗🧠🚇 @Lootster

4 days ago

youtu.be/Qj71N0tBzRo?si…

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🚀☀️🔋🚗🧠🚇 @Lootster

4 days ago

Claude Fable 5 Blocked. The 11 Quiet Details No One Is Talking About The US government just forced @AnthropicAI to shut down public access to Claude Fable 5, the safeguarded public version of Mythos 5, via export controls. It hit everyone, including Anthropic employees and US users. The official story is a dangerous jailbreak. The real story has 11 under-reported layers. It started with pressure from @amazon CEO Andy Jassy, a major Anthropic investor, and other tech leaders. The government was already leaning toward action after reports from trusted testers and concerns from CEOs like Jamie Dimon about frontier AI risks to critical infrastructure. Anthropic was given just 90 minutes to comply. Officials claimed Dario Amodei was unreachable at a wellness retreat, a claim that was quickly debunked. Fable 5 was actually 5 to 10 times more robust against prompt injection than GPT or Gemini equivalents. The specific jailbreak highlighted involved helping patch security vulnerabilities, something independent experts called an overreach. Anthropic had already warned in their system card that strong safeguards could create temporary cybersecurity headaches for 7 to 10 months. The government treated this one model as uniquely threatening while downplaying similar issues elsewhere. Possible motives range from genuine national security concerns to political punishment. Anthropic was notably absent from equity stake talks with the administration, did not play the lobbying PAC game like OpenAI, and has publicly pushed back on certain government requests. The bigger implication. This could be the start of ID checks, restricted access, or even broader export controls on frontier models. If the bar is this low, every company might hesitate to release powerful systems. The dust has not settled. What happens next will shape who gets to use the best AI and under whose rules. Credit: AI Explained