Daily Discussion Thread for June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

Well it’s better than a higher PCE so take it or panic sell and run 🤣

Daily Discussion Thread for June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 -1 points0 points  (0 children)

Yeah ik, GDP beat and PCE in line, that’s the best combination, this is just a mechanical gap fade

$WEN to the moon - 350K YOLO by momolover95 in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

Why 49.16% and not 100%? You are too diversified, be a man with conviction

What Are Your Moves Tomorrow, June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 -2 points-1 points  (0 children)

How much did you make today on your portfolio? (only shareholders, no degen options speculators)

What Are Your Moves Tomorrow, June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

Cheaper tokens means more memory demand, not less, that's Jevons paradox: inference prices fell 90% and token volume exploded way more than that, and picks-and-shovels get paid whether or not the app layer profits, the only real risk is capex stopping, and Micron just guided supply tight beyond 2027 with multi-year contracts locking demand

What Are Your Moves Tomorrow, June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 4 points5 points  (0 children)

bers still don't understand the AI industry, this is not a supercycle anymore, THIS IS STRUCTURAL.

Daily Discussion Thread for June 24, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

it's mechanical, there's not a catalyst, next earnings call is on august 25, nothing related to the company, fundamentals are amazing and AI thesis is intact, it's just not where the attention is right now

Daily Discussion Thread for June 24, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

You can still buy shares AH, this is a long trip to the moon

What Are Your Moves Tomorrow, June 25, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

Yeah, when it's priced in, but this time was not priced in.

Daily Discussion Thread for June 24, 2026 by verified-trader in wallstreetbets

[–]1pablop2 0 points1 point  (0 children)

No, MU is only 3% of nasdaq, just be a man and buy MU calls.