1. Second straight halt in Korea and the sub's gone full capitulation, one leveraged earnings yolo went to zero overnight and the guy's already joking about job hunting. Darkest laugh in the thread: an FSS stat says 62% of Korean margin debt sits with investors 50 and older, and the response is jokes about borrowing against Samsung shares to buy more Samsung. If a $64 average DRAM bagholder is the median poster right now, this shakeout may not be done.
2. $SNDK is down another ~20% after hours and roughly 60% off its highs in just over a month, an actual number behind all the memory-stock misery memes. One loss post sold $INTC, $AVGO and $VOO to chase $MU and $AMAT into the rally and is underwater already. Maybe this is tourists getting flushed out near a bottom, maybe the unwind keeps grinding, we don't know yet. Watching the memory names, not catching the knife.
3. $META reports tomorrow and the sub's split on whether the AMD capex tie-up makes guidance scary or fine, pure coin flip earnings-eve chatter. Buried underneath, a DD post is calling $TTEK (Tetra Tech, water and environmental engineering) a sleeper AI-water play into tonight's print, the thesis being every data center needs a water study before it gets approved. Real numbers have $TTEK at $34 (+0.65%) and $ACI at $12 (roughly flat), the rare green posts in an otherwise bloodbath thread. If $TTEK pops on the water angle worth a second look, if not it's another regard-tax lesson for the DD guy.
Aggregated and distilled by Two Sentence Traders. Not financial advice.