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@JoeAlbanoSA "It's good to see shortages if you're long stocks like $MU $SNDK $WDD and $STX (I am) but keep in mind it's not just about supply. Demand plays as much of a role in the equation as supply. That's not to say either isn't on the right bullish trajectory but don't get comfortable and rest on your bullish vindication; keep tabs on the memory market always"
X Link @JoeAlbanoSA 2025-10-14T16:12Z XXX followers, XXX engagements

"#AI moves faster than hyperscalers can build data centers. Enter $CRWV: specialized GPU infrastructure that even $AMZN $GOOG $GOOGL and $META rely on. I just released my free fundamental and chart analysis report on CoreWeave. You can read it at the link in my bio"
X Link @JoeAlbanoSA 2025-10-12T19:48Z XXX followers, XXX engagements

"$MU now corrective off the high. Whether that means a fourth wave turns to a fifth wave for new highs or not is the question. 3u would say no"
X Link @JoeAlbanoSA 2025-10-10T16:30Z XXX followers, XXX engagements

"$INTC latest cash from US gov't and SoftBank can't buy $Intel's lost semiconductor leadership Intel proved it doesn't work the last X years - it needs: Vision Unity behind that vision The 🐘 in the room: working tech Read my free full analysis at the link in my bio $AMD $TSMC $NVDA"
X Link @JoeAlbanoSA 2025-08-25T13:20Z XXX followers, 1192 engagements

"$INTC admitted yesterday its 18a and 14a nodes are dead on arrival. The tie-up with $NVDA and $intel will have $TSM manufacturer the chips. Nvidia wants nothing to do with 18a or 14a. Intel CEO said maybe sometime in the future they'll use those nodes for this collab. Translation from executive speak: The nodes are DOA and no customer is interested.#chips #nvidia $AVGO $AMD"
X Link @JoeAlbanoSA 2025-09-19T13:36Z XXX followers, XXX engagements