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I am long $SKHY and 000660. Marked here I think this is a wonderful price to buy at for the long term.
He's spoken $DRAM is the bottleneck
The Scarcity Trade retweeted
Silly analysis.
Robot RAM needs will exceed everything else on Earth, as you need the robots to be on physical substates in order to shape atoms.
Super intelligence needs will vastly exceed that, but ~100% of SI will be deep space compute. Obviously.
The Scarcity Trade retweeted
Railway got hacked
An urgent notice from the Railway team
blog.railway.com/p/security-…
That Hynix premarket open is something else, didn't think we'd get back to these prices ever to be honest.
The Scarcity Trade retweeted
Over a year ago, I stopped reading code and started automating adversarial agents to perform recursive code reviews instead.
The result: low-defect systems that do what I want. Can't believe anyone engaging seriously with these tools still believes human code review is superior
The Scarcity Trade retweeted
Gemini 4 Argon has proven to be outright unusable for real code work in my codebases. It aggressively hallucinates about how systems work.
The Scarcity Trade retweeted
Samsung EV below Micron’s. Hynix trading possibility at next year book value, actively returning capital. Low bars to step over.
Ridertriangle.com an example of a max plus ultracode web utility app I made. Isn’t it beautiful?
Market does not like the decel in antrhopic ARR. Folks were expecting closer to 100 B. I think OpenAI took a lot of that new ARR.
Incredible how often I see pitches on low EV/EBITDA but rarely low on forward P/E. The market is valuing the company as it is due to all that idle cash. Don't get trapped in JUST low ev/ebitda.
Gotta go in the with the GOAT
448 days since my last pitch ($ABVX), it’s now finally time for my next one: $ZURA (Zura Bio).
Like with the $NKTR and $ABVX pitches before this, I will post a general outline of my research on $ZURA as a thread here. However, for those looking to really get into the weeds, there is a Google Doc link to the full length pitch attached below.
Let’s dig in.
docs.google.com/document/d/1…
The Scarcity Trade retweeted
448 days since my last pitch ($ABVX), it’s now finally time for my next one: $ZURA (Zura Bio).
Like with the $NKTR and $ABVX pitches before this, I will post a general outline of my research on $ZURA as a thread here. However, for those looking to really get into the weeds, there is a Google Doc link to the full length pitch attached below.
Let’s dig in.
docs.google.com/document/d/1…
There's really only one stock out there that bets simultaneously on the memory bottleneck AND direct exposure to CXMT and YMTC and trades at like a 6x forward multiple. $025560 $MIRAE