@yasminyasi80: 🐬🌊☀️❤️

Dr. Yasmin 💝

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Region: IT

Sunday 19 July 2026 09:15:43 GMT

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Comments

R3dilfantastico20 :

Holy moly

2026-07-20 13:47:25

1

khalid beloumi :

ghzala . nmout 3lik

2026-07-19 23:11:48

1

raziraz69 :

♥️the beautiful princess in the world ❤️

2026-07-20 02:03:39

3

Anthony Beganovic :

Beautiful

2026-07-20 06:51:19

2

antonio :

very beautiful

2026-07-19 23:28:54

2

682461234428 Khalid Taziouni :

emmmmmmmm kaaaaaayna lma3na 💖💖💖

2026-07-19 23:59:39

2

haroon :

You are the most beautiful woman my eyes have ever seen.

2026-07-19 18:59:25

12

simoelba :

2026-07-20 14:10:30

1

mmoh2009 :

ravissante lmon amour

2026-07-20 14:41:00

1

Adil :

bsaha ou raha

2026-07-20 08:41:56

2

PureVibe :

ميمة زينة وبعقلها

2026-07-20 14:09:06

1

Spartacus :

Bellisima

2026-07-20 10:52:41

1

Paolo 73...... :

2026-07-20 05:30:40

0

Myabdellah lamrani :

معجب بك

2026-07-20 13:30:03

1

Salim Zaknoun :

bonjour grand amour cava bien 👍💕

2026-07-20 10:22:37

1

!!!!!!!!!! :

فما علاش

2026-07-20 00:16:49

1

Ahmed achir :

charmante

2026-07-19 17:16:31

2

Jeff :

😘

2026-07-19 20:26:28

2

Abₐₛₛₑ Eₙₑₘₛ :

2026-07-19 17:23:13

2

sharify70 :

hi Dr

2026-07-19 17:22:42

2

Jeff :

2026-07-19 14:42:41

2

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One of the hottest trades of 2026 just fell ~40% in two weeks — right after one of the best earnings reports in market history. I’m up $143K (it’s moved up since recording) on Micron after the decline. I haven’t sold a share. Here’s why. Five things hit at once: ❌A hawkish Fed + inflation means higher rates ❌The strait closing again, reigniting the energy crisis ❌China’s CXMT filing to raise $8.6B for DRAM capacity ❌SK Hynix listing on the Nasdaq, splitting investor focus (liquidity) ❌Korean margin debt at a record 38 trillion won, with leverage so extreme - even single headlines are tripping circuit breakers (structural leverage risk) Why am I holding? 1. CXMT is locked out of EUV and years behind on HBM — and China can’t get enough memory for its own AI race. 2. War headlines flip every other day. And the Vera Rubin delay reports? Jensen denied them outright: “Giant Amounts of Production Incoming.” That matters because HBM4 needs ~30% more wafers than HBM3, Rubin runs on HBM4, and NVDA’s already indicated massive presales. 3. Meanwhile Micron actually reported revenue up 346%, with record free cash flow, earnings, and margins. 4. The one real concern is the Fed’s monetary policy & inflation. We can assume there’s pressure to be dovish - but the strait closure and war re-igniting does not help the situation. The catalyst that has the most impact starts next week with hyperscaler earnings. If capex keeps climbing, memory earnings are likely going to be perceived as durable (at least til the next quarter, when we repeat this again). Not financial advice, education purposes only. Memory is volatile and low-multiple for a reason. #investing #micron #research

One of the hottest trades of 2026 just fell ~40% in two weeks — right after one of the best earnings reports in market history. I’m up $143K (it’s moved up since recording) on Micron after the decline. I haven’t sold a share. Here’s why. Five things hit at once: ❌A hawkish Fed + inflation means higher rates ❌The strait closing again, reigniting the energy crisis ❌China’s CXMT filing to raise $8.6B for DRAM capacity ❌SK Hynix listing on the Nasdaq, splitting investor focus (liquidity) ❌Korean margin debt at a record 38 trillion won, with leverage so extreme - even single headlines are tripping circuit breakers (structural leverage risk) Why am I holding? 1. CXMT is locked out of EUV and years behind on HBM — and China can’t get enough memory for its own AI race. 2. War headlines flip every other day. And the Vera Rubin delay reports? Jensen denied them outright: “Giant Amounts of Production Incoming.” That matters because HBM4 needs ~30% more wafers than HBM3, Rubin runs on HBM4, and NVDA’s already indicated massive presales. 3. Meanwhile Micron actually reported revenue up 346%, with record free cash flow, earnings, and margins. 4. The one real concern is the Fed’s monetary policy & inflation. We can assume there’s pressure to be dovish - but the strait closure and war re-igniting does not help the situation. The catalyst that has the most impact starts next week with hyperscaler earnings. If capex keeps climbing, memory earnings are likely going to be perceived as durable (at least til the next quarter, when we repeat this again). Not financial advice, education purposes only. Memory is volatile and low-multiple for a reason. #investing #micron #research

Ladies, these are 3 Korean skincare steps you don’t want to miss 🫶✨ #koreanskincare

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Such comfortable wedges #tiktokshopcreatorpicks #affordablefashion #wedgesandals

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@NUV Energia #nuvenergia #nuvclipfy #clipfyleague #viral

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100pcs Spring Summer Glass Flower Beads Jewelry Making Kit, Tulip Rose Bellflower Beads, DIY Necklace Bracelet Earrings Anklet Phone Chain #beadedjewelry #jewelrysupplier #handmadebeads #flowerpresskit #jeweleryfinds #flowersupplies #beadazzlingkit #glassjewelry #beadshopping #jewelrymakingtools

100pcs Spring Summer Glass Flower Beads Jewelry Making Kit, Tulip Rose Bellflower Beads, DIY Necklace Bracelet Earrings Anklet Phone Chain #beadedjewelry #jewelrysupplier #handmadebeads #flowerpresskit #jeweleryfinds #flowersupplies #beadazzlingkit #glassjewelry #beadshopping #jewelrymakingtools

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