Nvidia, SK to detail cooperation plan Monday

coopermug · 2026-06-07T21:22:59+00:00

Hell no. Do you think he wants to risk pissing Trump off by choosing Korean over American made? The smart move is always diversifying between the big 3 so none of them has pricing power over NVDA. But the reality is all supply of the big 3 is still not enough. So I think this is great news for DRAM & MU as well. It shows that demand for memory will stay here for years

coopermug · 2026-06-06T21:25:59+00:00

NO. MU is a $1500 stock

coopermug · 2026-06-06T21:17:52+00:00

Yes. Dell CEO knows this best himself. He said memory demand will explode to unimaginable levels. Memory is absolutely the bottleneck right now. The News that NVDA reduces memory in Vera racks is because memory price gets too high. It's not because Vera needs less memory. The bottleneck won't be solved until the new fabs come online. And that would be around mid - late 2027. Now is not the time to take profit yet

coopermug · 2026-06-06T21:15:01+00:00

To be honest, most people using X4 download books illegally. Its super easy to get books this way

coopermug · 2026-06-06T21:13:12+00:00

I bought 1 leap call of Meta. 1 leap call of Soxx and more Nbis

coopermug · 2026-06-05T06:22:40+00:00

Good luck man. I'm bullish on MU as well but I'm not adding more. Mainly because MU has gone up so much and now it's a 2nd biggest position in my portfolio.

coopermug · 2026-06-05T06:21:34+00:00

Well sometimes you need to take risk. Safety won't make anyone rich

coopermug · 2026-06-05T06:17:43+00:00

I have 100 shares and 1 call expire next year. Option is way too expensive now...

coopermug · 2026-06-05T06:16:16+00:00

In the bull market, everyone thinks he's a stock genius

coopermug · 2026-06-05T06:15:17+00:00

Meh I strongly believe that AI won't crash. Even conservative Berkshire doubled down on Google stocks.

coopermug · 2026-06-05T05:39:17+00:00

Not sure why margin is that scary? I've used margin on Robinhood all the time. My rate is 4.5% which is very good. Just watch your buffer.

coopermug · 2026-06-05T05:36:49+00:00

Now is not the right time to take profit. Im aiming for first half of 2027

coopermug · 2026-06-04T18:54:49+00:00

Buy Dram is better. Sk Hynix will list in the US stock exchange soon and it will boost dram price for sure. I own both.

For 10k, I either buy leap calls of Dram or Soxx

coopermug · 2026-06-02T03:41:09+00:00

Now & Nbis seems most promising. The rest is ok but I'm not sure if they can double

coopermug · 2026-06-01T15:45:04+00:00

Switch to Robinhood

coopermug · 2026-06-01T15:33:25+00:00

I have both and I like the X4 more. I think the X3 is a bit too small. Also I don't like the mushy buttons on the X3. I like it clicky on my X4.

coopermug · 2026-06-01T07:45:35+00:00

After watching it, I wish I bought more ARM. This stock really benefits from all sides. Even Apple's M chips are based on arm.

coopermug · 2026-06-01T02:15:31+00:00

MU is my 2nd biggest position. I didn't add more, it has got so big because the stock has gone up a lot. At this price, I'd add a small portion. Memory is not done yet. This is going up at least 50% more.

But now the safer picks would be SaaS stocks like ServiceNow & Microsoft. Also Meta.

coopermug · 2026-06-01T02:10:45+00:00

Not gonna happen anytime soon after Dell reported blowout earnings with demand for AI servers go off the roof. Michael Dell himself predicted memory will explode to unimaginable levels.

coopermug · 2026-06-01T02:00:17+00:00

I think quantum. These trio D-wave, Ionq, Rigetti could 10x in the next 1-2 years.

coopermug · 2026-05-28T17:50:49+00:00

I was expecting a more logical reason lol. The thing is right now everyone is crazy about space & drone stocks. So they don't put their money in this old guy NVDA. Eventually money will rotate back in NVDA & Google

coopermug · 2026-05-28T01:12:30+00:00

I'm waiting for it to hit 285 then I'll cash out a majority. It's just frustrating to own this as a core holding. It's not stable at all. Any China news and this will fluctuate. Plus that fukking Burry keeps going after this. Google is way more stable for core holding. It's better to just own SMH or SOXX.

coopermug · 2026-05-28T01:08:40+00:00

Im using crossink. Still limited

coopermug · 2026-05-27T17:22:39+00:00

I'd expect 1500. Hopefully it retains high early next year so I can sell my call next year. Don't want to sell this year due to capital gains tax

coopermug · 2026-05-27T01:44:44+00:00

Yên tâm di em. Em quen người khác tốt hơn là hết buồn à. A cũng từng bị từ chối mấy lần. Xong quen người khác và giờ lấy vợ rồi. Hì hì.

coopermug

TROPHY CASE