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@Sec00ritized
"@KairosPraxis $MU is directly involved in memory for GPUs whereas $SNDK is more picks & shovels (storage for datacenters). Basically $MU memory goes on GPUs $SNDK memory stores data for training datasets. $SNDK is slightly less pure play which you may be ok with IMO"
X Link @Sec00ritized 2025-10-14T23:53Z XXX followers, XX engagements
"@dalibali2 Would say $KLAR but I bought that turd after its IPO and its down XX% lol"
X Link @Sec00ritized 2025-10-13T20:08Z XXX followers, XXX engagements
"@dalibali2 Also $RDNT (radiotherapy roll-up)"
X Link @Sec00ritized 2025-10-13T20:09Z XXX followers, XXX engagements
"@KairosPraxis PSTG - genuinely apologize for being that guy but think its largely priced in (very well could be wrong) SNDK - I like also holding in size MU - not on the list but I think would benefit most here Personally would buy MU SNDK PSTG in that order"
X Link @Sec00ritized 2025-10-14T23:17Z XXX followers, XX engagements
"The Lion does not concern himself with short-term capital gains taxes"
X Link @Sec00ritized 2025-10-13T20:20Z XXX followers, XX engagements
"@dalibali2 Oh sorry - $QURE (either bought out or they commercialize)"
X Link @Sec00ritized 2025-10-13T20:09Z XXX followers, XXX engagements
"@KairosPraxis As for my response on $PSTG I dont have one because Im not that familiar with their business model. But its seems like a tertiary layer with margin capture (why use $PSTG in the long run if I can build out my own memory infrastructure right). Curious to hear your thoughts"
X Link @Sec00ritized 2025-10-14T23:55Z XXX followers, XX engagements
"@0xMerridew Not $QURE"
X Link @Sec00ritized 2025-10-15T02:37Z XXX followers, XXX engagements
"@KairosPraxis But anyways point is that memory super-cycle more directly affects $SNDK / $MU"
X Link @Sec00ritized 2025-10-14T23:55Z XXX followers, XX engagements