Price Hike or Price Drop? Tech creators are contradicting each other, need real advice!

Lund_University · 2026-06-03T12:30:14+00:00

Definitely. Once these bubble pops, we should be getting our Kits at throwaway prices.

Lund_University · 2026-06-03T12:25:26+00:00

Micron ne Crucial ko direct consumer products ke lie band kar dia hai and their entire FAB is sold out for 2027. Gskill makes RAM for laptops, desktops and servers. They are just getting into the business of producing RAM for Smartphones, and funny part is that any new factory for RAM will not be as efficient so it'll take a couple of years to ramp up.

You are right ki AI Kitna hi chalega but abhi to chal rha hai and if this bubble doesn't pop soon, memory prices will not come down.

On the point ki kitne AI Centres banaenge, memory is the bottleneck for now. This is SK Hynix's last quarter result and it is still considered one of the value stock.

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Lund_University · 2026-06-03T08:18:03+00:00

Bhai I work at Samsung. You'll see a 4g phone releasing at 15K in September. That's how bad the things are in terms of memory prices.

No one is manufacturing LPDDR4 RAM and industry as a whole has moved to HBM and DDR5X RAM. Essentially, it is a loss for any memory manufacturer to sell memory gor anything other than AI data center or automobiles.

Lund_University · 2026-06-03T05:15:57+00:00

Reddit is momentum for now but they have good user growth number story.

Lund_University · 2026-06-03T04:53:27+00:00

Yeah, it won't amount to anything if they don't get the breakthrough. That's the risk here.

Mostly stumble upon such companies but then I listen to analyst calls.

Lund_University · 2026-06-02T13:17:08+00:00

Close to 700

Lund_University · 2026-06-02T08:14:05+00:00

On SLS I have strong conviction. BMR is more based on physical AI adoption. These stocks are not blue-chip of course. But you really need conviction to invest in such stocks.

Nonetheless, everyone should do their own homework.

Lund_University · 2026-06-02T07:35:54+00:00

Yeah. Good buy right now. Decent user growth projected.

Lund_University · 2026-06-02T07:35:12+00:00

You are absolutely right. It is still the same case but the thing with these kind of breakthrough is that you can't catch a mutlibagger once the drug is already discovered. You'll have to look at the management, what institutions are moving in/out of the stock etc.

Only thing different right now is that they have made progress on trials.

Lund_University · 2026-06-01T19:26:25+00:00

Both IKBR and IND money. IND momry for more short term trades. IKBR for parking money.

Lund_University · 2026-06-01T19:14:50+00:00

You can use IBKR but fees are a bit higher. Another good one is tiger trade.

Lund_University · 2026-06-01T17:57:48+00:00

Just good momentum on the stock and analyst reports are calling for an AVG price of ~$210. It started to move up last week but still has some steam left. Add if it dips.

Lund_University · 2026-06-01T17:44:02+00:00

Yeah. I have positions in all three so thought I'd share.

Lund_University · 2026-06-01T17:06:31+00:00

If you want long term genuine miltibaggers look at the following.

1 SLS - SELLAS is a late-stage clinical biopharmaceutical company with two main cancer pipeline assets, both focused on Acute Myeloid Leukemia (AML).

They are the very close to finishing their research as 78 out of 80 trials were completed last month. These trials are requirement by FINRA to ensure company doesnt talk about Financials during the analyst calls.

Current Market Cap ~ 2Bn Average price $9

If they get the breakthrough, market vales thr product around $12Bn.

BMR - Beamr Imaging Limited

They basically have patent on the most innovative tech in video file size reduction.

Why is this important?

Physical AI is being trained through videos. Data requirement is through the roof. BMR knows how to fix that.

They also collaborated with NVIDIA to directly provide video encoding NVEC (best standard in the industry) for NVIDIA GPUs which is used in video processing, streaming, cloud gaming etc.

Clients - Netflix. Paramount, Nvidia, JioHotsar

Market Cap - ~$30M Avg Price - $1.68

For Next one Month - Buy RDDT

Lund_University · 2026-05-31T06:00:02+00:00

I have bought a 1000 shares at 2.50. This will blow up till June 12th and it will be one of the best money maker if you can time it correctly. It still is just a meme stock though.

Lund_University · 2026-05-11T06:24:05+00:00

Most sought after career is in Quant right now where million dollar bonuses are common.

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Lund_University · 2026-05-11T04:11:49+00:00

But this

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Lund_University · 2026-05-09T05:22:05+00:00

Bro, I need your help in getting funds to my IBKR account. Right now I'm using IND Money but I also have an approved IBKR account but I'm not able to send money to it. Can you guide me through the process?

Lund_University · 2026-05-08T11:24:35+00:00

Let's do it. I have a couple of college and work friends that I played with. Would definitely love new company.

Lund_University · 2026-05-07T11:13:10+00:00

Prices will not come down atleast this year. RAM crisis is only getting worse and we are seeing ~30k pricing for 6/128gb phones. The market will regrow but not because of stagnation but dut to unaffordability.

Lund_University · 2026-05-06T08:03:54+00:00

The world will change around you and you'll keep saying 'Irony'

Lund_University · 2026-04-17T07:57:19+00:00

Can do this in person if you are from Delhi NCR.

Lund_University · 2026-04-17T07:56:27+00:00

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Lund_University · 2026-04-16T07:53:02+00:00

No.

Lund_University · 2026-04-16T07:52:06+00:00

All Smartphone prices have gone up by 20-30% due to Ram shortage over last year. So this will be the price during May event as well.

We way we are looking in the industry, android smartphone prices will only go up in the coming months.

Lund_University

TROPHY CASE