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Navi Nuggets ⚡️

Navi Nuggets ⚡️

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I worked on the website all weekend It looks fucking SICK now Rebranded site and socials to a green so we can match the charts coming for memory Go check it out Https://memory-report.com FtQGJg99VAffniDWjfNm2DMSazCpvr73Ks3nE49Xpump

sometimes it's painful being too early but the thesis is playing out now

photo content

Honestly, you gotta have sub-room temp IQ to read this and fade

Main thing to watch this week on the memory side: Friday: The biggest NASDAQ listing in world history of a foreign company, where SK HYNIX debuts in US Markets, raising $30B from 2.5% of their supply. SK Hynix is the largest manufacturer of HBM memory (the good shit the AI data centers need) in the world during the worst memory shortage in history. Maybe just maybe people will be interested in that how that plays out. Idk. https://x.com/MemoryReport/status/2073855237811544178

Monday should be good

Here's how the 2 largest memory companies in the world closed on Friday (Korean Market).
Here's how the 2 largest memory companies in the world closed on Friday (Korean Market).

Funny thing is ZeroHedge is one of the loudest memory bears but even they can't deny the shortage. Check out the article https://x.com/zerohedge/status/2073440475776733254

Don’t mind me. Just slow cooking one of the most obvious plays https://x.com/navi9000x/status/2073204435195445577

New page on the site - check it out https://x.com/navi9000x/status/2073197607401201934

And most importantly weak hands out