the memory cow(@memorycowmoo):gMOO🐮 Memory stocks are ripping again, right after SK Hynix earnings call. It's almost like people were reminded again what the bottleneck still is in the AI stack🤷 And we still have the Leopold basket. Who knows, maybe he really is the chosen one. - The big three all made record earnings. - Every major customer is crying about memory shortage. - CXMT FUD apparently is all a bluff; even the biggest Chinese AI/tech companies are trying to secure supplies only overseas. - Micron just announced the development of 3D HBM, the most advanced HBM the world has yet to see. - And Vlad just hinted the next leg up of RHC, centered around stock tokens. God wants us to win. Moo that

2026.10.28 15:33

gMOO🐮 Memory stocks are ripping again, right after SK Hynix earnings call. It's almost like people were reminded again what the bottleneck still is in the AI stack🤷 And we still have the Leopold basket. Who knows, maybe he really is the chosen one. - The big three all made record earnings. - Every major customer is crying about memory shortage. - CXMT FUD apparently is all a bluff; even the biggest Chinese AI/tech companies are trying to secure supplies only overseas. - Micron just announced the development of 3D HBM, the most advanced HBM the world has yet to see. - And Vlad just hinted the next leg up of RHC, centered around stock tokens. God wants us to win. Moo that

Autopilot@joinautopilot

2026.10.28 14:49

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