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08-27 08:11
@astekz
https://t.co/dDedVS3A2g
08-27 08:10
@AxelAdlerJr
@Psychometriks
😅
08-27 08:06
@astekz
another good day to be a perpetual plumber
08-27 07:54
@eliz883
GM best Same day, same strategy – still within a range where only scalps are profitable; for a proper liquidation move, we need more volume, which will arrive soon. I always prefer long scalps to short ones.
08-27 07:52
@aleabitoreddit
@Sunwukong512
https://t.co/IQ6RIcirOq
08-27 07:33
@aleabitoreddit
@OliverDingXin
Okay, but you're not allowed to short me if you misspell something in Chinese in the future.
08-27 07:27
@AxelAdlerJr
@Darkfost_Coc
The captain needs a break 😅 https://t.co/UpVO9GXBB9
08-27 07:18
@aleabitoreddit
@Tree30068
There were so many comments in the first few minutes. I think my gut feeling was right after all…
08-27 07:16
@AxelAdlerJr
Saylor, instead of buying bitcoin:native, has been busy making memes about himself.
08-27 07:13
@AxelAdlerJr
The market viewed persistent inflation and resilient economic activity as evidence that further Fed tightening remains possible. Following yesterday's reports, the 2-year UST yield rose to 4.22%, while the 10-year yield climbed to 4.66%. As of now, yields remain near those levels at 4.22% and 4.64%, respectively.
08-27 07:11
@aleabitoreddit
I feel like most of my fans now speak Chinese…
08-27 07:05
@aleabitoreddit
Both are true. Many buyers are panic-buying and increasing inventory in anticipation of shortages in 2027, but there are also genuine structural shortages... and the situation may worsen further because traditional memory manufacturers like Winbond are already discussing with customers the future capacity configuration for higher-end products in 2029-2030. Therefore, I don't think much capacity will be reverted to the oldest product lines.
08-27 07:05
@Bluntz_Capital
@zeroxkyle
https://t.co/Wfm2cO642T
08-27 07:04
@AxelAdlerJr
Over ten days, Bitcoin's unrealized losses fell by 60%. At the same time, realized profits exceeded losses for the first time since late July. The current period of loss dominance lasted 26 days, compared with 241 days in 2022-2023. The balance has shifted toward profits, but the margin remains almost nonexistent: the ratio stands at 1.003. Full breakdown in Morning Brief #244👇 https://t.co/8OI3YKZcaA
08-27 07:01
@astekz
Where are you milking cash from in the market right now that’s not perps
08-27 06:40
@0xTaiBai
@mattecho233
It seems the barrier to entry in this industry isn't too high 🤣
08-27 06:39
@0xTaiBai
The following suggestions are for getting the entire text tattooed on your body 👇 Buy when no one is interested: Low price, low position, low volatility. Sell when everyone is talking: High price, high sentiment.
08-27 06:17
@astekz
Happening a lot for last 2-3 days , easy way to stay safe out the chop https://t.co/LYvbrKljri
08-27 06:17
@aleabitoreddit
Winbond is actually withdrawing from DDR2 to focus on DDR4/DDR3 and said they expect 2027 to be even tighter. They're beginning capacity discussions for 2029-2030 + moving toward higher end, so don't quite see them having much to allocate toward older lines again. As for other players moving toward older lines, qualification takes a lot of time... and there's just very low incentive to. I looked for foundry dependence, PSMC is Taiwanese, so all good geopolitically. As for wafer allocations, if I had to put my supply chain hat resiliency hat on, if ESMT stopped supplying DDR2, it would just be absolute destruction downstream, so don't see that scenario (since they're probably the world's largest merchant supplier for this line if Winbond exits) So don't quite think it would happen... but if they get less wafer allocations, the ASP just gets hiked even more, so earnings would likely remain strong.
08-27 06:10
@astekz
@SalsaTekila
https://t.co/lsR2Mf0bWR
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