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@KreizJordy "@paurooteri Yup. Luckily we have three behemoths on this. SK Hynix Micron Samsung"
X Link @KreizJordy 2025-10-14T12:14Z 3054 followers, XX engagements

"@SedsGoBlue Oooh aint wrong. I hold $SE and am happy with one name as an emerging markets/non-US position but $MELI is the other that Id consider"
X Link @KreizJordy 2025-10-04T14:20Z 3061 followers, XXX engagements

"@davey_juice @BenBajarin Yuppp. And $MUs largest competitors are reprioritizing production for DRAM so. 😬"
X Link @KreizJordy 2025-10-13T18:51Z 3059 followers, XX engagements

"@paurooteri Crazy news and announcements from so many companies yesterday. Sheesh"
X Link @KreizJordy 2025-10-14T11:57Z 3054 followers, XXX engagements

"@sudseclipse @rwang07 The strategic partnership announced in Q2 is great. Ideally Alchips primary partner for connectivity is $ALAB since launching"
X Link @KreizJordy 2025-10-03T11:36Z 3055 followers, XXX engagements

"@fools_gd @dhaval_kotecha Nicely done. I dont like other publics cos that are pure plays in this specific sector ad much - but others include $SU $MOD $VRT power management solutions also play well with the growing need for energy"
X Link @KreizJordy 2025-10-01T03:18Z 3057 followers, XXX engagements

"These are the names I own and will be adding to on dips at prices within reach of these levels. $MU $NVDA $NBIS $ALAB $GOOG $VRT $VST $BTC Long holds. $PLTR $CRWD $NET $ZS $ARM $AMZN Watchlist/DD for new additions (still tbd). $CRWV $CEG $ETN $RBRK . What am I missing"
X Link @KreizJordy 2025-10-04T13:59Z 3055 followers, XXX engagements

"@iammoai1 @rwang07 Agreed - and $NVDA doubled down in $ALAB"
X Link @KreizJordy 2025-10-14T21:25Z 3054 followers, XXX engagements

"Theme to watch $GLW 👀"
X Link @KreizJordy 2025-10-06T12:17Z 3057 followers, XXX engagements

"@Alisvolatprop12 @zephyr_z9 SK Hynix is doing big things. Should be on anyones list for Korean investment"
X Link @KreizJordy 2025-10-04T14:32Z 3054 followers, 3633 engagements

"@paurooteri Would love your thoughts on Vertiv my friend. Confident we will see their name A LOT more as we stretch energy resources and find that they stand out among others with their purpose-built / integrated solutions"
X Link @KreizJordy 2025-10-04T14:09Z 3060 followers, XXX engagements

"Still holding this one $SE"
X Link @KreizJordy 2025-10-08T01:50Z 3058 followers, XXX engagements

"$MU 🤌🏻 Hanmi subsidiary aims to enhance service for Microns HBM expansion. * FWIW: Timing aligns w/ Hanmis ambitions to prove out their advanced Hybrid Bonders & continued advancement in Thermal Compression Bonders for HBM4"
X Link @KreizJordy 2025-10-06T12:14Z 3058 followers, XXX engagements

"Uh what 👀 $AVGO"
X Link @KreizJordy 2025-10-13T21:17Z 3054 followers, XXX engagements

"So by investing in $NVDA i am taking stake in $CRWV $NBIS $ARM OpenAI xAI Literally the best ETF I could ask for 😋"
X Link @KreizJordy 2025-10-08T02:00Z 3056 followers, 9104 engagements

"The flag/shade on $MU is pretty funny. $MU is at/near capacity & supplying their memory to $NVDA for GPU CPX etc which OpenAI is buying (& asking for more) as THE core of their compute strategy. Just wait for the new fabs to be active. These LOIs will be revised quickly"
X Link @KreizJordy 2025-10-04T13:50Z 3061 followers, XXX engagements

"As AI evolves we will see edge-specific usecase & the development of twin systems/models operating at the edge complementing cloud. The demand for AI at the edge will require a MASSSIVE upgrade in DRAM capacity & quantity. Memory supercycle is just getting started. $MU"
X Link @KreizJordy 2025-10-07T00:36Z 3056 followers, XXX engagements

"@rwang07 $NVDA partners with $ALAB for NVlink. Think were missing the point no"
X Link @KreizJordy 2025-10-14T02:52Z 3054 followers, XXX engagements

"@SemiAnalysis_ @OpenAI Its interesting to see you defend $AMD. Would love your honest take on the reality. Hard to imagine anything is truly competitive with $NVDA but cant ignore that the future of inference is not zero sum"
X Link @KreizJordy 2025-10-12T13:32Z 3060 followers, XXX engagements