1. $MU just posted 85% gross margins and a $50B Q4 guide, and WSB has gone full conviction. Posts screaming $2000 by year-end are scoring thousands of upvotes. Numbers are legitimately wild so the excitement isn't baseless. Crowd is max euphoric on memory right now though, which is usually where the easy money is already off the table.
2. A thread asking if the AI trade is over is gaining real traction: companies are migrating to open source and Chinese models at a fraction of the cost, and Copilot adoption hasn't moved the needle. Counter to that, Samsung and SK Hynix just pledged $1.3 trillion in new South Korean fabs. Two narratives pulling opposite directions. We're watching to see which one sticks.
3. $103k to $893 on 0DTE $QQQ plays, a $668k margin call from someone who doesn't have $10k, a misclick put that spiraled into $70k owed. That's a lot of capitulation energy hitting the feed in one weekend. Extreme loss porn clustering like this tends to mark mood lows. Worth keeping in mind as we head into the week.
Aggregated and distilled by Two Sentence Traders. Not financial advice.