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14:28LONG
“there is extremely limited capacity to make the high bandwidth memory that AI needs and it takes years to build production facilities. Soaring data center demand simply jacked up prices... there's a w”
@TBPN
Severe memory chip shortages allow Micron to hike prices by over 60% and double its overall value.
MULONG@ $1,172
$813.33-30.63%
since call Jun 29
“I mean it sounds extremely bullish for Google like if they're this tracks with what they talk about on earnings calls. Yeah. Yeah. Google Cloud acceleration crazy.”
@TBPN
Meta is capitulating on its open-source strategy in 2026 and funneling massive capital directly into Gemini to secure closed-source frontier access.
GOOGLLONG@ $357.37
EXIT$357.18-0.05%
since call Jun 29
flipped Jul 10 · held 11d · record frozen at -0.05%
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14:28
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