SKINEE @Skineeman

Artisan Baker at @The_BakeryHQ Infra/Growth Ideas Options trader📉📈 | NFA Premium Discord Access and links to my trading tools below⬇️ skinee.vercel.app Bakery Access: Joined September 2011

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SKINEE @Skineeman

a day ago

@astocks92 @FinanceLancelot I think it’s hilarious when @zerohedge posts dram spot prices

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SKINEE @Skineeman

a week ago

Welp that decides my pick for the week $CRDO bakerypick.com @The_BakeryHQ

MASSIVE DELAY: Just 3 months after Jensen demoed Kyber NVL144 at GTC, it has faced major setbacks and has been delayed by more than 12 months, pushing it back to 2028. Below, we explain why Kyber has faced massive delays and why NVIDIA’s NVL72x2 back-to-back rack architecture was

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The Bakery @The_BakeryHQ

a week ago

🔔 REMINDER: Oven closes at tomorrow’s opening bell. Get your Bakers Pick in tonight. Every finalized pick builds your reputation, moves you up the leaderboard, and could become your next legendary callout while getting rewarded. ⏰ Clock’s ticking…

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SKINEE @Skineeman

a week ago

@_breadwoman This is a weird way to say @CreationaIIy is cooked

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SKINEE @Skineeman

2 weeks ago

@FiboNachoLibre @The_BakeryHQ Truly the most regarded, I will admit.

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SKINEE @Skineeman

2 weeks ago

@TheLongInvest when i see retards i tag @IfindRetards

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SKINEE @Skineeman

2 weeks ago

@IfindRetards

Kris Patel 🇺🇸 @KrisPatel99

2 weeks ago

$DRAM High prices are the cure to high prices... Terminal value on $MU SK Hynix and Samsung are likely going to be rerated.

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The Bakery @The_BakeryHQ

2 weeks ago

Every week, 100+ options contracts hit bakerypick.com. One pick per Baker. One week to prove it. The result is a live look at where 100+ traders are planting their flag and which names keep showing up. We’re opening the oven and leaking a few of this week’s picks for free 🧵👇

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SKINEE @Skineeman

2 weeks ago

One more week of losing this @The_BakeryHQ weekly pick 'em and I promise I'll choose a put next week. bakerypick.com $BE $300

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SKINEE @Skineeman

2 weeks ago

@OptionalHellcat @brent_e_trader @The_BakeryHQ DRMP is more of a weekly, income driven hold. It's not capital driven, and doesn't hold shares. They have a put credit spread strategy. Uncapped upside, but sharper downside. They are also way more broad in the memory sector (think packaging, testing, fab equipment).

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SKINEE @Skineeman

2 weeks ago

@R_and_Invest Will be interesting to see feynman and new gen TPUs by then + robotic/autonomous impact

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SKINEE @Skineeman

2 weeks ago

Memory is your new safe haven. DRAM spot price per @trendforce is already worth more per kilogram than gold.

Brent @brent_e_trader

2 weeks ago

$MU HBM DRAM bottleneck, supply constraint, pricing power makes this stock actually a safe stock despite the parabolic move.

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SKINEE @Skineeman

2 weeks ago

@MT_Prxphet Shit sad, our youth is so forgotten

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SKINEE @Skineeman

2 weeks ago

Yeah we got bros on X saying $AAPL is gonna make its own memory 💀 Top is clearly not in lol buy the dip. No one on X understands shit, especially the ones going multi platinum viral on the dumbest takes imaginable.

Kris Patel 🇺🇸 @KrisPatel99

2 weeks ago

$AAPL Tim Cook is looking at this and saying... yeah not on my watch... He'll fill the gap with CXMT, price hikes but long term... Apple will end up making their own memory. Only reason they didnt do it in the past was because it didn't make economical sense to do so. Now