DanielRomero

Memory prices are already destroying demand in retail
$MU
Now the question is, will they eventually cause demand destruction for AI too?
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A survey published by Tom’s Hardware on May 16 found that 60% of PC gamers have no plans to build a new PC in the next two years, citing the punishing cost of components as the main reason
The survey captured the mood of an enthusiast community watching 32GB DDR5 memory kits, once available for under $100, sell for $360 or more at U.S. retailers since early 2026
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The downstream effects are hitting hardware makers. Tom’s H

Problems at Samsung $SSNLF
The company is reportedly taking preemptive measures ahead of a major strike planned for May 21
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Samsung has started warm-down procedures since May 14, while also shifting its product mix toward higher-value memory, mainly HBM and advanced DRAM
Around 15,000 wafer storage pods were reportedly removed from logistics systems at Samsung’s DRAM lines in Pyeongtaek, showing that production flow is already being adjusted
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Major customers like Apple and HP have reportedly asked Samsung for clarity on the strike’s potential impact. HBM cus

$IONQ and $QNT are probably all you need to gain pure-play exposure to quantum computing
Too early for my taste, but these two give exposure to the leading trapped-ion systems, plus manufacturing

In my humble opinion, $CLSK would trade instantly higher if they announced a complete pivot away from $BTC
I know $BTC is in the company’s DNA, but the market gives miners 1/10th of the upside potential, and the profitability gap plus added uncertainty is hard to justify

I’m up 94% YTD, crossed 100% yesterday, and I still kick myself every day for all the failed theses and stocks that ran away because of my indecisiveness.
Does anyone else relate to this?

The entire fate of the US market is in the hands of this man

How to escape the underclass if you missed memory, photonics, PCBs, and neoclouds in 2026
Load up on solana:4yEjcMiy6GAgrpWpUvhUXfaP1vQmJXfqJjEyxBSZpump calls in June 2027

There is a company that...
> Has exposure to SiC, GaN and silicon photonics
> Benefits from 800V architectures
> Manufactures chips for $NVTS and $POWI
> Grew its SiC/GaN revenue 152% YoY in Q1
> Grew its photonics sales 42% YoY
> Trades at 1x book and 9x 2026 EBITDA
Guesses?

I think once PPI starts flowing into CPI, the market will stop ignoring the inflation caused by import restrictions, tariffs, and the Iran war
There is just no way WTI trading at prices 80% higher than one year ago does not cascade into the economy
Add food prices to that as well

Leopold is what Cathie Wood wanted to be in 2021

The $SPY going bananas on these CPI and PPI prints is proof of why you never bet against the U.S. stock market

I don’t care how good $CRBS is
A $100B fully diluted market cap is insane
Why would I buy it at 190x sales?
There’s no way it is worth even half of $MRVL
Hats off on the IPO timing, though. I can’t think of a better market environment

SK hynix at a single-digit forward P/E
$WIX at a single-digit forward P/E
Investor, pick wisely

$AMD is experiencing weak GPU sales in China
AMD is using its CPU sales channels to promote GPUs, including through 3A systems, meaning builds that combine an AMD CPU, AMD GPU, and AMD platform
However, demand in China appears weak. Several Radeon models are selling far below their suggested prices, while GPUs in most global markets still trade at 20% to 30% premiums
For example, the RX 7650 GRE normally sells for around RMB 2,099, but some market prices have fallen to RMB 1,579, a drop of about 24%
The pressure reportedly affects the whole lineup, from the RX 7650 GRE to the RX 9060 XT and RX