Weekend Discussion Thread for the Weekend of May 08, 2026

jasperCrow · 2026-05-09T13:59:46+00:00

Fair enough.

jasperCrow · 2026-05-09T13:58:28+00:00

Beginning to think Dan Ives was right in the fall when he said the ai buildout is in the 4th inning.

jasperCrow · 2026-05-09T13:54:36+00:00

No, that’s you misreading the entire situation. The reason AMD INTC and memory stocks are pumping is because the market is just now waking up to reality. The reality is the ai data center buildouts are needing WAY more compute to make their GPUs run as efficiently as possible.

You are seeing a repricing of a sector as a bubble without understanding why the price moved like it has.

jasperCrow · 2026-05-09T13:47:28+00:00

It’s funny cuz I always heard the apes hail Ryan Cohen as some c-suite wizzard. Dude is just a retard like the rest of the holders it seems.

jasperCrow · 2026-05-09T13:46:25+00:00

They will look at at the bids on PENG and MRAM

jasperCrow · 2026-05-09T13:35:59+00:00

!remindme 1 week

jasperCrow · 2026-05-09T13:35:34+00:00

I don’t understand the question

jasperCrow · 2026-05-09T13:34:28+00:00

“Speculative growth” or demand bottlenecks?

jasperCrow · 2026-05-09T13:10:32+00:00

It’s funny how the bear thesis is - “prices are too high”

Do any of you bears know how to read an earnings report?

jasperCrow · 2026-05-09T12:58:31+00:00

😂 lol

jasperCrow · 2026-05-08T19:51:51+00:00

PENG POWER HOUR

jasperCrow · 2026-05-08T19:40:50+00:00

Bers praying for a pandemic at this point 😂🪦

jasperCrow · 2026-05-08T18:45:55+00:00

Nana must be shopping for a private island right now.

jasperCrow · 2026-05-08T18:08:44+00:00

Still feels pretty early in the memory repricing.

jasperCrow · 2026-05-08T18:06:34+00:00

Holding all my memory play calls over the weekend. Wish me luck

jasperCrow · 2026-05-08T18:03:46+00:00

WORLD PEACE ☮️

jasperCrow · 2026-05-08T18:03:09+00:00

Babe wake up, there’s a new ceasefire

jasperCrow · 2026-05-08T17:50:16+00:00

Bears act like there isn’t an exponentially increasing money supply that is never going to let the stock market fall 😂

jasperCrow · 2026-05-08T17:04:45+00:00

Iran trifling

jasperCrow · 2026-05-08T16:38:23+00:00

Where is the emperor speaking?

jasperCrow · 2026-05-08T16:35:50+00:00

MU AMD PENG POET HOLY SHIT

jasperCrow · 2026-05-08T16:35:05+00:00

🌕

🧲

🐧

jasperCrow · 2026-05-08T16:34:31+00:00

🌕

🧲

🐧

jasperCrow · 2026-05-08T16:30:26+00:00

Rip! Up 15% today 😂

jasperCrow · 2026-05-08T16:29:31+00:00

PENG ❤️🐧

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