🚨 Warren Buffett vs. Cathie Wood: 2021-2026
BREAKING: 🚨 🇨🇳 MEMORY PRICES COULD COLLAPSE AS CHINA FLOODS THE MARKET WITH CHEAP DRAM AND NAND.
One number tells the story.
CXMT memory reportedly sells for around $150.
The global average is $300 to $400.
China's two champions are ramping hard.
CXMT holds 7.7% of the DRAM market.
YMTC already holds 11–13% of NAND.
CXMT's revenue exploded 719% in a single quarter, swinging from losses to massive profit.
And Western brands are defecting
Corsair already ships CXMT chips.
HP and Dell are qualifying them.
Acer and Asus are telling suppliers to find Chinese memory.
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🚨 Wall Street's biggest index just told Elon NO.
The S&P 500 will NOT fast-track SpaceX.
Every other major index rushes it in within 5 to 15 trading days. Nasdaq, FTSE Russell, all of them.
The S&P? It's making SpaceX wait at least a year, and only if it turns a profit first.
SpaceX lost $4.9 BILLION last year.
So if you hold SPY or VOO, you're not getting SpaceX anytime soon.
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UNREAL: 🇺🇸 Goldman Sachs sees SpaceX's AI revenue soaring from $3.2B in 2025 to $322B by 2030.
That's a nearly 100x increase and a major driver behind its projected $1.78T IPO valuation.
By 2030, Goldman expects SpaceX to generate $474B in total revenue.
AI would contribute $322B, Starlink $144B, and launch services $8.3B.
The bank also forecasts EBITDA reaching $352B by 2030.
These estimates depend on aggressive AI growth assumptions.
Absolutely insane.
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APPLE TO USE GOOGLE'S NVIDIA POWERED AI CHIPS
Apple $AAPL just announced they will use Google's $GOOGL Nvidia-powered Blackwell AI chips for its overhauled Siri launching in September.
Apple has traditionally built and operated most of its core technology internally, making this a significant shift in its AI strategy.
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IT'S OFFICIAL: 🚨 SPACEX JUST PUT A PRICE TAG ON THE BIGGEST IPO IN HISTORY.
$135 a share. 555.6 million shares. $75 BILLION raised.
Valuation: ~$1.75 TRILLION.
Elon Musk becomes the world's FIRST TRILLIONAIRE the moment $SPCX prices.
~42% of a $1.75T company = ~$735B from SpaceX alone.
Plus $TSLA = past $1,000,000,000,000.
Follow me for updates.
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🚨 CHINA DROPPED A DIGITAL IRON CURTAIN AROUND ITS AI.
As of June 1, China built a wall to stop tech from leaving.
New rules now classify AI algorithms, source code, and training data as protected trade secrets.
Hacking, scraping, an engineer walking out with the weights, all illegal now.
Fines up to ¥5M.
China is doubling down on the AI race with the US.
I update on all of this.
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🚨 ELON MUSK IS GOING TO WAR WITH THE BANKING CARTEL.
SpaceX is in talks to pay Wall Street under 0.75% to run the biggest IPO in history.
For context: most IPOs hand banks 2–7% of the money raised.
On a $75 BILLION raise, a normal 2% cut = $1.5 billion to the banks.
Elon's deal? Around $500 million.
He just slashed nearly a billion off Wall Street's payday.
Nobody negotiates with the banks like this.
Follow for every move before June 12.
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🚨 Scale AI's billionaire CEO Alexandr Wang claims DeepSeek secretly has around 50,000 Nvidia H100s.
The banned chips, that they "can't talk about" due to US export controls.
Absolutely insane.
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🚨 THE COMPANY THAT COULD BREAK THE MEMORY CARTEL IS ABOUT TO IPO.
Samsung, SK Hynix, and Micron control 70% of global DRAM.
Goldman calls it RAMageddon.
Today the threat just got real.
🇨🇳 CXMT, China's national memory champion, just got Shanghai's green light for a $4.2 BILLION IPO.
The biggest listing since SMIC.
Corsair, one of the biggest American memory brands, already got caught putting Chinese chips inside their DDR5 kits.
The supplier? CXMT.
Their numbers are insane:
• Revenue just grew 8x in a single quarter.
• Profit grew 17x. Next quarter?
• They're targeting 25x.
• They will double production this year.
Now China is loaded with $4.2 BILLION in fresh capital, ready to undercut everything.
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🚨 THE MEMORY CARTEL JUST GOT BREACHED.
Corsair, one of the biggest US memory brands, was caught using Chinese chips inside their DDR5 kits.
The maker is CXMT.
China's biggest memory company.
China is doubling memory production this year.
Ex-Samsung chip boss says China could crush the 414% RAM spike within 12 months.
Samsung, Micron, SK Hynix got greedy chasing AI margins.
Now China is ready to undercut everything.
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🩸WARNING:
The greatest investor in history is repeating himself.
Warren Buffett never fails.
1999, Buffett: "Euphoria is the enemy." He walked. Dot-com crashed 78%.
2026, Buffett: "We've never had people in a more gambling mood than now."
$400B in cash. Zero stocks bought.
Michael Burry: $1B short on AI. "Feels like 1999."
Buffett: $400B cash. "Worse than 1999."
Two legends. Same year. Same warning.
They're not buying. They're hoarding cash.
Are you prepared?
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JUST IN: S&P 500 hits all-time high of 7,520
🚨 HUAWEI JUST OPENED THE ATTACK ON $TSMC.
This is absolutely insane.
Huawei says it found a new path to close the gap with industry leader TSMC.
A potential breakthrough in making advanced chips without cutting-edge equipment.
They announced a new way to build chips today.
They call it the Tau Scaling Law.
Instead of making transistors smaller (the old way), they make signals travel faster inside the chip.
The result: same power as a 1.4nm chip by 2031. Without depending on the most advanced (EUV) machines.
They already made 381 chips this way. The first phone chip drops Fall 2026.
The US blocked China from buying top chips. So China built a new path.
TSMC still leads. But the gap could close soon.
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IS THIS WHAT A BUBBLE LOOKS LIKE? 🚨
SpaceX is about to IPO.
Elon Musk will become the world's first trillionaire.
But something doesn't add up.
SpaceX is about to IPO at $2T
Amazon trades at $2.8T
Amazon: $742B in revenue
SpaceX: $18.7B in revenue
Amazon makes 40x more money
For 40% more valuation
Someone explain this.
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Okay this is getting CRAZY.
SpaceX pre-IPO is closing in on $1,000 a share.
Elon Musk is about to become the world's first MULTI-TRILLIONAIRE.
Let that sink in.
Not a millionaire. Not a billionaire. Not even a trillionaire.
A MULTI-TRILLIONAIRE.
He owns roughly 42% of the equity.
79-85% voting control depending on share class.
This IPO will be WILD.
Follow me to stay up to date.
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🚨 THE MEMORY CARTEL JUST GOT BREACHED.
Corsair, one of the biggest US memory brands, was caught using Chinese chips inside their DDR5 kits.
The maker is CXMT.
China's biggest memory company.
China is doubling memory production this year.
Ex-Samsung chip boss says China could crush the 414% RAM spike within 12 months.
Samsung, Micron, SK Hynix got greedy chasing AI margins.
Now China is ready to undercut everything.
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Okay this is getting CRAZY.
SpaceX pre-IPO is closing in on $1,000 a share.
Elon Musk is about to become the world's first MULTI-TRILLIONAIRE.
Let that sink in.
Not a millionaire. Not a billionaire. Not even a trillionaire.
A MULTI-TRILLIONAIRE.
He owns roughly 42% of the equity.
79-85% voting control depending on share class.
This IPO will be WILD.
Follow me to stay up to date.
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🚨 THE MEMORY CARTEL IS ABOUT TO FALL.
Ex-Samsung chip boss says heavy Chinese investment in the memory market could crush the 414% DDR5 price spike within a year.
Goldman calls it RAMageddon.
Samsung, SK Hynix, and Micron control 70% of global DRAM and pushed prices from $6.84 to $27.20 in 3 months.
Now China is gearing up to flood the market.
Cheap memory = cheap AI compute = the cartel cracks.
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INSANE:
🇨🇳 🇺🇸 | U.S. JUST APPROVED CHINESE COMPANIES TO BUY NVIDIA CHIPS!
CHINA ACCOUNTED FOR 25% OF NVIDIA REVENUE BEFORE THE SANCTIONS.
THE STOCK MARKET COULD ABSOLUTELY EXPLODE!
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