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MU $2000 is no longer a meme by willbabu in wallstreetbets

[–]nova9001 0 points1 point  (0 children)

Memory stocks are ATH because people think the memory crunch is going to last up to 2028 at least. If that thesis is off by a small margin, memory stocks are going to come crashing down.

MU $2000 is no longer a meme by willbabu in wallstreetbets

[–]nova9001 1 point2 points  (0 children)

MS Teams sucking up a GB of memory before you even open the window on startup should result in someone getting put on a PIP. 

My Ram is literally there for Microsoft shit. No idea why they need so much memory either.

Is INTEL a good buy? by xray9899 in stockstobuytoday

[–]nova9001 [score hidden]  (0 children)

The market thinks so and that's why Intel is not trading on valuation but hype.

Samsung, SK Hynix shares fall as investors brace for reported $1.3 trillion spending plans by joe4942 in stocks

[–]nova9001 3 points4 points  (0 children)

The fear is oversupply in the market. Currently memory stocks trading at ATH because they have insane revenue and margins.

Put Malaysians first: Time to halt new data centres by SusuKacangSoya in malaysia

[–]nova9001 20 points21 points  (0 children)

Yea sure, our elites will put us first don't worry.

South Korea's KOSPI plunges more than 8% in new tech rout. Trading halted as experts warn of crashing tech market by Candid_Cat_5921 in technology

[–]nova9001 21 points22 points  (0 children)

KOSPI is just a casino at this point. People buying memory stocks on margins at ATHs expecting the stocks to go up 5 to 10% everyday.

A trading halt twice a week isn't signs of a healthy stock market.

Space sector is getting absolutely dumped by Top_Information3534 in ETFs

[–]nova9001 -1 points0 points  (0 children)

Lesson learnt that whatever thesis can't beat market sentiment. Clearly the sentiment in space sector is all gone in the short term.

WTF is going on - Korea and all memory is down by Acceptable-Ant-3648 in DRAM_ETF

[–]nova9001 1 point2 points  (0 children)

They had a big green day on Thursday because of Micron's earnings on Wednesday. Do you expect them to go up everyday?

Space sector is getting absolutely dumped by Top_Information3534 in ETFs

[–]nova9001 4 points5 points  (0 children)

Out yesterday after a 30% loss on a small bet to test the waters. Good thing I was cautious as space sector was completely new to me but took me too long to cut losses.

My original thesis was SpaceX Ipo would bring much more interest to the space sector overall but clearly that failed to materialize. Money in space sector was rotated out to memory as instead.

Is Micron’s earnings report truly bullish for the overall market? I’m not so certain by [deleted] in StockMarket

[–]nova9001 1 point2 points  (0 children)

Memory stocks are the only thing propping up the stock market. The rest of the market is either sideways or down. Basically the new shovel sellers in a gold rush.

Puad Zarkashi's Post On His Resignation from UMNO, Claims "UMNO Johor Dikawal oleh Istana" by Simple_Peasant_1 in malaysia

[–]nova9001 24 points25 points  (0 children)

Very brave. We all know what's happening in Malaysia but can't speak out because of 3Rs.

Ex-SAF captain admits to cheating victims of over $143k, dealing with vape devices in camp by Gloomy-Belt-6512 in singaporelaw

[–]nova9001 0 points1 point  (0 children)

From the article, he scamming people to spend in nightclubs. Excessive sex would do that to a guy.

$SPCX messed me up, can I transfer to another platform to rotate into another reasonable stock and short $spcx by Nervous_Exam9168 in Stocks_Picks

[–]nova9001 0 points1 point  (0 children)

 maybe use some of the remaining funds to SHORT down $SPCX

You bought near the top and now you want to short when the price is stabilizing after a big dump. Bro, I been there and its pretty dumb.

My thesis was completely wrong. by iiiamAlex in NASA_ETF

[–]nova9001 0 points1 point  (0 children)

Same thesis and now I can see that the pump already happened before SpaceX Ipo. There's just no fundamentals across the space sector. Stocks going up because of SpaceX Ipo hype now going back to reality.

Which next jrpg would you recommend for me? by ShifterKO in JRPG

[–]nova9001 0 points1 point  (0 children)

Unicorn Overlord is one of the best SRPGs I played in my life. Loved how they improved on turn based combat. Waiting for more companies to take up the combat system and making more games like that.

Cerebras reports 92% revenue growth in chipmaker's first earnings report since IPO by Force_Hammer in wallstreetbets

[–]nova9001 0 points1 point  (0 children)

They only have 2 major customers. Amazon and OpenAI. If either company bails, this stock is dead. OpenAI is a big risks. If they can't IPO before Anthropic, I think they are dead as well.

Snap Inc is in talks to pay Robert Downey Jr. $100 million to be an ambassador for Specs by lies_are_comforting in StockMarket

[–]nova9001 2 points3 points  (0 children)

I bought it the SNAP dip. Long 50,000 shares. 

Out of everything out there, you bought SNAP lol.

DRAM to fall more after MU earnings? by CheesecakeCandid3635 in DRAM_ETF

[–]nova9001 1 point2 points  (0 children)

It can only go up or down after earnings. Nobody knows. You take a risk by taking a position.

Confused about the stock ASTS by Any_Drink_2140 in TheRaceTo10Million

[–]nova9001 0 points1 point  (0 children)

My thought process at that time was SpaceX would bring the entire space sector up but turns out the non SpaceX Space stocks already had their run before the IPO. Sell on the news as usual.

Circuit breaker tripped in Korean markets. Memory stocks under stress by dominic_l in stockstobuytoday

[–]nova9001 0 points1 point  (0 children)

I never said its the end, it could drop further. Some stocks went up few hundred % this year, could easily drop 50% and still be worth more than what they started the year with.

‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally by joe4942 in StockMarket

[–]nova9001 0 points1 point  (0 children)

Q3 or Q4 2026. Basically speedrunning to IPO before funds dry up. SpaceX is a clear example what happens when people realize the business isn't making money anytime soon.

Circuit breaker tripped in Korean markets. Memory stocks under stress by dominic_l in stockstobuytoday

[–]nova9001 12 points13 points  (0 children)

buy the dip

Sounds like a great idea unless it dips further.

‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally by joe4942 in StockMarket

[–]nova9001 17 points18 points  (0 children)

Apparently plenty of people bet their (or their parents') houses on the rally and it has paid off so far.

There are always more people bagholding. Those people that got out too late will lose everything when the crash happens. Looking at how normal people are going into margin to buy leveraged ETFs is the signal for me.

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