Berry Wahlberg@BerryUikiNov 13梁一梦@Dream1984TubeNov 12ArticleWho Is Really Behind the Hunt for Jensen Huang?"Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV) It is no secret that Jensen Huang and Anthropic CEO Dario Amodei are locked in an open clash over AI policy7
梁一梦@Dream1984TubeNov 12ArticleWho Is Really Behind the Hunt for Jensen Huang?"Doth our law judge any man, before it hear him, and know what he doeth?" (John 7:51, KJV) It is no secret that Jensen Huang and Anthropic CEO Dario Amodei are locked in an open clash over AI policy
Berry Wahlberg@BerryUikiJul 18$MU stabilizing ahead of $SNDK and $WDC would show that investors still distinguish structural HBM exposure from high-beta NAND. Continued synchronized declines would indicate ongoing contraction in the entire memory risk budget.1182
Berry Wahlberg@BerryUikiJun 23Today's decline fully anticipated. Neg drivers: HFs heavy pos on high-mom assets, hawkish Fed post-FOMC, Q-end rebal, falling tokens, hyperscaler ROI concerns. Dip buy timing > entry px.19
Berry Wahlberg@BerryUikiApr 2Now is the perfect time to INCREASE POSITIONS and BUY THE DIP.Berry Wahlberg@BerryUikiApr 2TRUMP’S speech is a LUDICROUS ONE-MAN SHOW. Despite declaring VICTORY, bombings deplete MIC ammo stockpiles pre-withdrawal, letting arms dealers profit handsomely—mere PAPER-TIGER BLUFF.131
Berry Wahlberg@BerryUikiApr 2TRUMP’S speech is a LUDICROUS ONE-MAN SHOW. Despite declaring VICTORY, bombings deplete MIC ammo stockpiles pre-withdrawal, letting arms dealers profit handsomely—mere PAPER-TIGER BLUFF.
