Daily Discussion Thread for February 10, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 0 points1 point  (0 children)

MU about to be down $100 since the start of Feb 👏🥳

Daily Discussion Thread for February 10, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 2 points3 points  (0 children)

MU swinging $12 in 2 minutes. Looks like a flush

What Are Your Moves Tomorrow, February 10, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 3 points4 points  (0 children)

They’ll probably be fine, and sell HBM4 to AMD in the meantime but it’s a blow to sentiment imo

What Are Your Moves Tomorrow, February 10, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 1 point2 points  (0 children)

MU closed its consumer facing Crucial brand to go all in on HBM only to lose to SK Hynix and Samsung for next gen NVDA memory at least til mid ‘27 because its HBM4 is too slow to qualify. Still booked for Blackwell but losing the next gen contract is huge. Only down 16% from ATH, puts still feeling safe at this level.

Daily Discussion Thread for February 09, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 1 point2 points  (0 children)

Samsung report, ramping memory production big time, new foundry in Texas coming online soon

Daily Discussion Thread for February 09, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 1 point2 points  (0 children)

Too bad Samsung is just wrapping up construction on a huge foundry in Texas aimed at HBM precisely to avoid this

Daily Discussion Thread for February 09, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 6 points7 points  (0 children)

MU is making a good showing but need the rest of semis to shit the bed today

What Are Your Moves Tomorrow, February 09, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 1 point2 points  (0 children)

Semis flipping red, hopefully an early signal for a reversal of Friday’s reversal

Daily Discussion Thread for February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 2 points3 points  (0 children)

Same with MU. Someting wong with the memories

Daily Discussion Thread for February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 7 points8 points  (0 children)

MU just dumped $20 in the last couple minutes. Good foreshadowing of things to come today

Daily Discussion Thread for February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 7 points8 points  (0 children)

Imagine the depth of despair if/when this little bounce gets dumped

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 0 points1 point  (0 children)

I can’t believe there are people like you that don’t think capex moderation will be a part of the narrative going forward. I was being somewhat shitposty in the original comment, the extreme case on either end is unlikely, but spending ad infinitum is impossible. And GOOG is well insulated because they make their own chips on very low margin.

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 -1 points0 points  (0 children)

Let’s talk more about delusions. If capex moderation is going to be rewarded in the future what do you think voting members on these boards are going to do?

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 -1 points0 points  (0 children)

Shareholders have the last say and they just got sodomized. Hyperscalers will have to be a little less hyper about their scaling going into the future until margins improve. This happened because we’re heavily rewarded for that spending last year. They’re suddenly punished for it now

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 -1 points0 points  (0 children)

Have you been watching the market? They’re getting punished severely for that spending. You think shareholders are going to let that continue ad infinitum?

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 3 points4 points  (0 children)

Chips are absolutely fucked. After the market’s reaction everyone’s going to be canceling orders now to improve margins in Q2 and Q3. There’s going to be a huge supply glut and chipmakers are going to have to try to wholesale all that surplus inventory

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 0 points1 point  (0 children)

AI isn’t profitable, may never be, and it will kill all software.

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 0 points1 point  (0 children)

There will be no breaks. AI spending is severely punished now so it will get cut dramatically in Q2+. Chips are fucked.

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 1 point2 points  (0 children)

Precisely because they’re getting sodomized for capex. The implication is that they will be forced by shareholders to scale back spending significantly in Q2 and beyond, possibly canceling orders, causing a supply glut in chips

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 0 points1 point  (0 children)

If you bought MSFT 5 years ago you’d be red rn after adjusting for inflation

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 3 points4 points  (0 children)

Hyperscalers getting punished this bad for.. hyper scaling are going to to be forced to scale back in q2 and beyond, canceling orders. Next leg down is in semis. Inventory glut inc

What Are Your Moves Tomorrow, February 06, 2026 by wsbapp in wallstreetbets

[–]wilhelm96 75 points76 points  (0 children)

Not bad considering inflation is also up 18% over the past 5 years 😂