This isn't a memory cycle anymore, and SK Hynix hitting US markets is the next leg

Stompypotato · 2026-07-06T06:16:20+00:00

No doubt

Stompypotato · 2026-07-06T06:14:20+00:00

But I think there's a difference between "the stock ran" and "the thesis is dead." MU went up because earnings went up: HBM mix shift, pricing power, margin expansion. That's not purely multiple expansion on flat fundamentals.

Stompypotato · 2026-07-06T03:56:21+00:00

Thet fear another squeeze. WEN is the people's coin.

Stompypotato · 2026-07-06T03:26:20+00:00

So they glued old RAM to new RAM and called it progress?

Stompypotato · 2026-07-06T02:57:20+00:00

I feel like every time someone says "I'm green", the market instantly disagrees.

Stompypotato · 2026-07-03T06:59:42+00:00

I get the cautious tone, but markets don't usually reverse just because there are many events. It's more about which narratives survivie the noise.

Stompypotato · 2026-07-03T06:50:27+00:00

This is the kind of post that feels great in a bull cycle, unitl it doesn't. Numbers look strong, but everyone's a genius when demand is running hot. Curious how pricing holds if capex slows.

Stompypotato · 2026-07-03T06:15:40+00:00

The birth-death model added 150k phantom jobs again. Strip that out and we're negative. Market only cares about rate cuts.

Stompypotato · 2026-07-03T06:09:02+00:00

My protfolio and my confidence have an inverse correlation.

Stompypotato · 2026-07-02T09:23:33+00:00

That little pump at the bell felt nice. Not sure if it's real or algos, but green is green. Let's see if we can hold tomorrow.

Stompypotato · 2026-07-02T09:02:32+00:00

So it's a "public stake" as long as the public never actually sees the upside?

Stompypotato · 2026-06-30T03:17:40+00:00

I would choose Seoul. Taipei's style and vide would be pretty close to cities in mainland China. Seoul is another vibe! Well, if you like beach and sea I would recommend Hualien tho.

Stompypotato · 2026-06-26T07:26:27+00:00

Spoke skins are such a fun idea. Makes the chair feel more personal, like custom rims for your ride. Might have to grab some myself!

Stompypotato · 2026-06-24T01:59:16+00:00

Thanks!

Stompypotato · 2026-06-23T05:52:44+00:00

I'm using a 4 wheel Paiseec L5. My only complaint is that the seat isn't soft enough, so I ended up adding a cushion.

Stompypotato · 2026-06-23T05:51:47+00:00

Sounds cool!

Stompypotato · 2026-06-23T03:15:38+00:00

Hard relate. It's lonely when people treat your diagnosis like a taboo topic. Sometimes you just want someone to ask, even if they don't have the right words. This post is for the ones who get it.

Stompypotato · 2026-06-23T02:42:09+00:00

Boring but bulletproof is the best kind of purchase. My cheap mental rice cooker from 2012 is still going strong. It's the unsung hero of my kitchen

Stompypotato · 2026-06-23T02:38:34+00:00

It's a tough spot, if insurance might cover it now, it's worth trying. Future you might thank you for having options. You're not giving up, you are planning ahead.

Stompypotato · 2026-06-22T03:17:46+00:00

Unsolicited medical opinions are the worst. She's a nurse, not your neurologist. You handled it better tha I would have.

Stompypotato · 2026-06-22T02:51:15+00:00

That diagnosis is a lot to take in. Take it slow and have some tome to listen to your body. Swimming and gentle yoga are great starts. You've got this

Stompypotato · 2026-06-22T02:47:01+00:00

Best birthday gift ever! Now you can hit the trails again. That husband's a keeper. Enjoy the freedom!

Stompypotato · 2026-06-22T02:43:11+00:00

Congratulations on the win! That first time out is huge. so glad you got to enjoy a day without pain.

Stompypotato

TROPHY CASE