1. $MU just committed $250B in US investment through 2035 and SK Hynix hits Nasdaq today off that 7x oversubscribed book. Memory bull crowd's chasing hard. Could be real legs on the capex supercycle, or it's a liquidity soak at the top. WSB is split between "generational opportunity" and dot-com bubble comparisons. We'll see which camp's right once the IPO dust settles.
2. Apple locked in a $30B+ chip deal with $AVGO and the 1DTE crowd rode it clean. Meanwhile $MSFT is WSB's most-roasted holding right now, 7+ months of bagholding and the rage posts are picking up steam. Software getting faded, silicon getting chased.
3. Market's at all-time highs and the top discussion is "how dafuq is this still up." The 0DTE SPY surfers are winning, OTM call buyers are blowing accounts, and there's a fresh $BE margin-call horror show in the feed. Euphoric on silicon, skeptical on everything else. We've seen this movie before.
Aggregated and distilled by Two Sentence Traders. Not financial advice.