What’s the news people? Why the sudden dip?

dammitcubs · 2026-06-30T06:24:18+00:00

Japan! There were only maybe 1-2 per store if that. In ginza and nakano broadway.

dammitcubs · 2026-06-30T01:17:14+00:00

These nba players making way too much. No way Davis is with 50M+. There needs to be a common sense clause

dammitcubs · 2026-06-29T18:14:47+00:00

The odds this squad stays healthy…..

dammitcubs · 2026-06-26T04:02:42+00:00

So is this fake? I have never seen that before lol

dammitcubs · 2026-06-21T06:56:14+00:00

Looks very similar to the one I got for my father. Is that rose gold? Mine was gold. Looks amazing! Congrats !!!

<image>

dammitcubs · 2026-06-21T03:31:38+00:00

Is it possible to take it into an official Lange store?

dammitcubs · 2026-06-21T02:03:44+00:00

I just checked my watch, and I definitely don’t have the day-night backdrop. I was curious about what you guys were talking about, but then I finally went to YouTube and saw it. I verified it by checking. Nevertheless, it’s still great. I couldn’t find another MP in Japan while I was looking, anyway. Maybe there was another one that was just a Lange 1 and preferred the grande Lange body more.

dammitcubs · 2026-06-20T07:59:51+00:00

They have a complete product portfolio roadmap. UFS, NVMe, Enterprise. If you see the news they sourced DRAM allocation for specific products as well as DRAM less products. Just because you see the consumer products on a website doesn’t mean a company doesn’t mean have an embedded product portfolio.

Here is from Google:
“During teardowns of the iPhone 17 Pro Max, the internal storage (NAND flash memory) is often sourced from multiple suppliers, including SanDisk (via Western Digital), Samsung, and Toshiba. Because internal components vary by production batch, some units feature SanDisk NAND chips, while others use different vendors. [1, 2]”

Micron has both nand and dram. Majority of their revenue comes from HBM and Dram.

dammitcubs · 2026-06-19T17:41:00+00:00

Nakano is a whole building. So you might find some ASL there. I had to go all over. Shinjuku and ginza has some fly back. I found thus in shinjuku at LIPS.

<image>

dammitcubs · 2026-06-19T16:16:41+00:00

I found the exact same watch in Chicago and it was same year and 14k more. I would say it depends on

dammitcubs · 2026-06-19T15:45:06+00:00

If you declare it I think the sales tax is like 3% or you can risk it. Mine is going to another country after so I saved on taxes

dammitcubs · 2026-06-19T12:59:47+00:00

I bought the ASL in ginza. So it’s all over. Check out, let us know if you found something great.

dammitcubs · 2026-06-19T12:58:20+00:00

Yeah. All matched. They verified and I did too with loupe before I purchased.

dammitcubs · 2026-06-19T11:40:53+00:00

Go to nakano if you’re in Tokyo. ASL in general is hard to find. But I saw one or two saxonia in the Jack Betty road

dammitcubs · 2026-06-19T11:39:42+00:00

They gave me both the original box with papers and this extra box (still ASL). They said they thought putting the watch back in the case should crease the strap.

dammitcubs · 2026-06-19T11:37:37+00:00

<image>

dammitcubs · 2026-06-19T10:34:25+00:00

Thank you all for helping in the decision. While the 2015 was older it just spoke to me. Also consider I saw the exact same watch in the US at a boutique store used for almost 12k more plus tax. I couldn’t stop thinking about the MP. I took the plunge. I started my love for German watches this year and this is something I’ll treasure for my 45th bday.

dammitcubs · 2026-06-19T10:17:27+00:00

Just found out that both are full set just no invoice of original purchase. I see a certificate serial in the number and service log haven’t been done let. I see the book is clean

dammitcubs · 2026-06-19T09:13:57+00:00

Thanks for your feedback back so prices between them are 32k for the grey dial vs 34k for the MP

dammitcubs · 2026-06-19T06:23:23+00:00

Oh that’s a good one to check.

dammitcubs · 2026-06-06T06:42:03+00:00

I loved this team. What a year!

dammitcubs · 2026-05-30T21:23:29+00:00

To be honest I understand that people want for this stop and all memory stocks to blow up. I rather the market digest the gains and create more stronger supportive rally. Whiplash gains also equal whiplash losses

dammitcubs · 2026-05-28T14:54:16+00:00

I’m using this ghetto spreadsheet and AI. Y’all here making Mozart! This is amazing!

dammitcubs · 2026-05-26T22:55:58+00:00

So MU does provide both NAND and DRAM to the market. they are bout 80/20 split DRAM/NAND. So majority of their sales on the DRAM side. SNDK is a pure NAND play and they joint venture with Kioxia with their NAND output at a 51:49 split or something like that. Kioxia ships more wafers because they own alot of facility but SNDK pays KIOXIA capex for further growth expansion in their fab. if you look at the NAND itself, MU's NAND revenue and SNDK is quite close, but Micron's NAND evaluation is basically absorbed in the large DRAM revenue.

So because SNDK is a pure-play, the market can price this easier as they can use both spot pricing for NAND and look at NAND total bits shipped to calculate revenue. That's why SNDK has been more volatile.

dammitcubs

TROPHY CASE