The big three memory makers are printing money from the AI boom. Micron, SK hynix and Samsung DS all saw sharp operating margin gains from late 2025 to 3Q26. Latest figures show Micron and SK hynix near 80%+, with Samsung DS at a strong 72.4% after a solid recovery. (Note: Micron’s fiscal quarters differ.) $MU $SKHY High demand for HBM and server memory is driving prices and profits higher than many expected. Memory is the quiet winner in the AI race right now. #Samsung# #Micron# #SKhynix#

Breaking: Leopold Aschenbrenner's holdings are spiking today • $MU Micron: +4.3% • $SNDK Sandisk: +4.2% • $BE Bloom Energy: +2.9% • $SHAZ SharonAI: +2.2% • $NBIS Nebius: +1.6% $MU and $SNDK make up 50% of his portfolio

If the company behind one of the largest AI compute commitments is already saying there is no assurance the three main memory suppliers can deliver on time, does the next constraint stay on how fast those suppliers can add capacity, or on how many more buyers lock in the remaining volume first? $MU $SKHY #Samsung# In its S-1 filing with the SEC, Anthropic named Samsung, SK Hynix, and Micron as the dominant producers of high-bandwidth memory.

CEO of Dell, Michael Dell, sees memory shortage getting worse in 2027 and not easing anytime soon: "I think it's going to get worse in 2027 based on what I see right now. The reason is it takes about 4 years to build a new memory factory, there are a number of them under construction. Micron, for example, we are a big Micron customer. Those factories will start producing in 2029. Maybe 2029 everything will be fine." "The way people are using the technology now is very different than a year or two ago, with agents." Via @WSJ $DELL $MU $DRAM $EWY $SKHY $SNDK

The last few days and weeks were extremely painful. No matter how strong your position is, the market is going to humble you. Seeing major pairs on LONG taking a massive hit is very painful to me. We don’t have the luxury to pivot to new assets or metas because the point we’re trying to prove is simple: Truly fair launches are possible, and the highest upside would come from holding rather than rotating when holding also means you're bootstrapping a new stock token markets. Pain is important. It means we truly care about this mission. It sharpens us and forces us to change things. It also means we simply care more than any other platform about our top communities. But LONG takes a vision and product first approach. We won’t let the pain consume us. We are not going to just obsess with the charts. We can execute and shape reality. And We will never give up. I see LONG and myself as the final line of defense. And we will keep stepping in tactically and strategically to ensure the survival of the eco as a whole. Some hopium: - We’ve shifted major focus to our mobile app development. IMO, we miscalculated macro and needed to do it 2 to 4 weeks ago. - We’ve onboarded a new team member, a world class consumer app leader who delivered a top 10 consumer app on the App Store. - In terms of asset health, taking AI as an example here, almost every single bad thing that could have happened over the last few weeks took place. Every other asset would have died 100 times. At the end of the day: 1. During these bad times, we see how our deep liquidity design helps absorb volatility. 2. AI and other pairs have major reserves in community vaults. 400k just in the vault is typically what you would see in an asset 3x bigger that was also bundled. 3. Stock pairs are still the most novel and high upside opportunity the space has had in many years. - RH is still an incredible chain that offers higher quality assets and has provided opportunities to many people. More stocks and higher TVL are coming, and LONG will be a main beneficiary/facilitator of this as we also build our own distribution to make sure we become a force that makes RH better and aren’t just reliant on it. I’m confident focusing on how we bring the masses to LONG via the app will bring 1000x the impact. Bigger than everything else we did. It’s also going to be the hardest and most focused effort we’ve had so far, but the reward will follow. Longfolio.

$NVDA has Feynman. $TSLA has Optimus & Robotaxi. $PLTR has Ontology & AIP. $GOOGL has Waymo. $META has Muse & Smart Glasses. $MU has 3D DRAM & Vertical HBM. Their breakthroughs need novelty memory. Memory’s breakthrough doesn’t need them. That’s the difference.

Robinhood Stock Tokens are live on Morpho Users can now use Stock Tokens as collateral to borrow stablecoins. Any app can integrate credit markets for Stock Tokens, with Morpho as the credit network and Robinhood Chain by @RobinhoodCrypto as the tokenization infrastructure.