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memenodes
How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
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How to ruin your life:
> Be @memenodes
> Trade leverage for 365 days https://t.co/d5U8Aofm1S
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Lumida Wealth Management
LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
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LATAM markets are cranking.
They have outperformed $SPY in the last 1Y.
How do you benefit from it?
Pick the right stocks.
We chose LATAM Airlines. $LTM
It’s the dominant carrier across South America, riding a structural recovery in tourism & business travel.
It flew 87M passengers in 2025 (+8%), has expanding international and premium routes with ~16% operating margins, and $1B+ in FCF.
Yet it trades at ~12x forward earnings.
Read our analysis: https://t.co/aIPxSPfj4h
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The Transcript
$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
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$ARM CEO: MediaTek expects 15% smartphone unit decline due to memory shortages
"that's pretty consistent with what we've heard from other smartphone and handset providers around what they think the memory supply chain constraints could provide." https://t.co/QBtxPwTSkT
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Bourbon Capital
Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Stocks to Buy and Hold for the Next Decade
1. $AMZN - Amazon
Amazon’s global fulfillment and last-mile logistics network is nearly impossible to replicate. Years of infrastructure investment have created a moat that supports fast delivery, low unit costs, and unmatched scale.
AWS remains the backbone of global cloud infrastructure, now operating at a $142 billion annual revenue run rate. It offers the broadest functionality, security, and ecosystem in the market, powering the majority of enterprise and government cloud transitions. More than 90% of the top 1,000 customers use Graviton, which delivers up to 40% better price-performance.
Generative AI has already become a multi-billion-dollar growth engine for AWS. Bedrock reached multi-billion-dollar ARR with 60% QoQ spend growth, while Trainium2 is ramping faster than any internal chip in AWS history, offering 30–40% better price-performance than GPUs.
Amazon’s 250+ million Prime members globally create recurring revenue, high retention, and powerful cross-selling leverage across retail, media, and services.
The company’s grocery and quick-commerce expansion continue to scale. Grocery now spans 1,000+ U.S. cities, with a target of 2,300 locations, while Amazon Now tripled Prime shopping frequency in India and is showing strong early results in the U.S. and U.K.
Advertising is another major growth driver. Prime Video ads now reach 315 million viewers across 16 countries, up from 200 million previously. AI tools such as Ads Agent and Creative Agent are improving advertiser ROI and accelerating campaign creation.
Thanks to its unmatched ecosystem, Amazon is widely expected to become the first company to surpass $1 trillion in annual revenue by 2028, underscoring its ability to monetize across multiple industries.
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Benjamin Hernandez😎
Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
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Is digital privacy the next casualty of convenience? Growing use of location sharing, facial recognition, and AI tools is raising cybersecurity concerns, but with no immediate, direct impact on listed stocks. https://t.co/NT0yoDrDhJ
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God of Prompt
RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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RT @alex_prompter: OpenClaw broke the internet
But you DON'T need to setup any servers to use it
Here's the easiest way to run OpenClaw on a website
No Mac Minis required https://t.co/6xspOtHaxT
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The Transcript
RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
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RT @TheTranscript_: $KKR Co-CEO stresses that not all software face disruption from AI:
"the market right now, and as you know, this happens when there's this much emotion all at once, is painting everything with one brush. We would just caution that not all software investments are the same" https://t.co/UtRlORvbFH
$ARES CEO: AI will disrupt some software, not all.
"It is interesting to see how the markets are thinking about software companies as all being equal and not really understanding the difference between companies that could get disrupted by AI in places like digital content creation or data analytics and visualization versus like real entrenched enterprise systems." tweet
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Jukan
China to Mass-Produce HBM3 Soon... Korea-China Technology Gap Narrows from 4 Years to 3 Years
China will begin mass production of HBM3, the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors, this year. This marks the beginning of the HBM catch-up race.
Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month, a world first.
According to the semiconductor industry on the 8th, ChangXin Memory Technologies (CXMT), China's leading DRAM company, plans to expand its DRAM production capacity to 300,000 wafers per month this year. Of this, approximately 60,000 wafers, or 20%, will be allocated to HBM3 production. Korean companies began mass production of HBM3 in 2023. The gap between Korea and China, which was 4 years in the previous generation of HBM, has narrowed to 3 years with HBM3. Samsung Electronics and SK hynix are estimated to input around 150,000 DRAM wafers each for HBM production.
HBM had been an area where the technology gap with Chinese semiconductors was clear, compared to NAND flash memory where the gap has narrowed to about 1 year, and DRAM where it's estimated at about 2 years. However, China is narrowing the gap as it pursues AI semiconductor and HBM development at the national level.
An industry official said, "Huawei, which is leading AI semiconductor development in China, is working on HBM development together with CXMT," adding, "Despite low yields, they are expected to enter mass production."
As the technology gap shrinks, U.S. tech companies are also seriously considering using Chinese memory semiconductors. As memory supplies become difficult to secure, they are considering installing memory semiconductors from Chinese companies that they had not used before.
According to Chinese IT media Kuaiji and Nikkei Asia, PC manufacturers including HP, Dell, Acer, and ASUS are considering using CXMT's DRAM. While this is a phenomenon due to memory semiconductor shortages, concerns are growing that they may switch to Chinese products even after supply becomes sufficient.
According to the industry, Samsung Electronics plans to mass-produce and ship HBM4, the sixth-generation product supplied to NVIDIA, as a world first. The mass production shipment timing is reportedly set for as early as the third week of this month. Samsung Electronics passed NVIDIA's quality tests and received purchase orders (PO). SK hynix is currently supplying paid samples to NVIDIA and plans to begin mass production supply within the first quarter.
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China to Mass-Produce HBM3 Soon... Korea-China Technology Gap Narrows from 4 Years to 3 Years
China will begin mass production of HBM3, the fourth-generation high-bandwidth memory (HBM) that is a core component of artificial intelligence (AI) semiconductors, this year. This marks the beginning of the HBM catch-up race.
Korean semiconductor companies are also widening their stride to stay ahead of China's technological pursuit. Samsung Electronics will begin mass production of HBM4 for NVIDIA supply starting at the end of this month, a world first.
According to the semiconductor industry on the 8th, ChangXin Memory Technologies (CXMT), China's leading DRAM company, plans to expand its DRAM production capacity to 300,000 wafers per month this year. Of this, approximately 60,000 wafers, or 20%, will be allocated to HBM3 production. Korean companies began mass production of HBM3 in 2023. The gap between Korea and China, which was 4 years in the previous generation of HBM, has narrowed to 3 years with HBM3. Samsung Electronics and SK hynix are estimated to input around 150,000 DRAM wafers each for HBM production.
HBM had been an area where the technology gap with Chinese semiconductors was clear, compared to NAND flash memory where the gap has narrowed to about 1 year, and DRAM where it's estimated at about 2 years. However, China is narrowing the gap as it pursues AI semiconductor and HBM development at the national level.
An industry official said, "Huawei, which is leading AI semiconductor development in China, is working on HBM development together with CXMT," adding, "Despite low yields, they are expected to enter mass production."
As the technology gap shrinks, U.S. tech companies are also seriously considering using Chinese memory semiconductors. As memory supplies become difficult to secure, they are considering installing memory semiconductors from Chinese companies that they had not used before.
According to Chinese IT media Kuaiji and Nikkei Asia, PC manufacturers including HP, Dell, Acer, and ASUS are considering using CXMT's DRAM. While this is a phenomenon due to memory semiconductor shortages, concerns are growing that they may switch to Chinese products even after supply becomes sufficient.
According to the industry, Samsung Electronics plans to mass-produce and ship HBM4, the sixth-generation product supplied to NVIDIA, as a world first. The mass production shipment timing is reportedly set for as early as the third week of this month. Samsung Electronics passed NVIDIA's quality tests and received purchase orders (PO). SK hynix is currently supplying paid samples to NVIDIA and plans to begin mass production supply within the first quarter.
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Dimitry Nakhla | Babylon Capital®
The quote is widely attributed to Charlie Munger:
“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”
Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/r4u6zLffJe
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The quote is widely attributed to Charlie Munger:
“IF ALL YOU EVER DID was buy high-quality stocks on the 200-week moving average, you would BEAT ‘most INVESTORS’ by a large margin over time.”
Here are 10 high-quality stocks trading near their 200-week moving average 🧵 https://t.co/r4u6zLffJe
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