Kris Patel 🇺🇸(@KrisPatel99):$MU $SKHY $DRAM Moving higher thanks to the added visibility from $NVDA earnings. Memory in my opinion long term is still cyclical but for now... dance, dance, dance.. the party like its 1999 baby.

Kris Patel 🇺🇸

@KrisPatel99

Excuses don’t build character, effort does.

가입 October 2013

765 팔로잉 중 45.8K 팬

Kris Patel 🇺🇸@KrisPatel99

2026.08.27 01:08

$MU $SKHY $DRAM Moving higher thanks to the added visibility from $NVDA earnings. Memory in my opinion long term is still cyclical but for now... dance, dance, dance.. the party like its 1999 baby.

Sam Badawi@Sam_Badawi

2026.08.26 20:41

$NVDA supply and capacity commitments jumped from $119B last quarter to $279B, primarily from securing memory. That’s a $160B increase in ONE quarter.