Saldivva (on Substack)
Region: US
Sunday 19 July 2026 22:41:38 GMT
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Sabrin :
Interested how to start?
2026-07-28 18:05:10
0
jamz :
Why did you sell MU??
2026-07-23 02:38:54
1
anchored :
the same thing happened with deepseek
2026-07-20 16:48:14
5
Logie :
So what should we do? Just hold
2026-07-20 02:36:14
6
amir28 :
i’d argue it’s the opposite the underlying compute infrastructure is what drives their ability to even use open source or local
2026-07-19 23:17:29
6
Saldivva (on Substack) :
HOLY WRONG
2026-07-21 18:06:46
2
Itay :
i actually do believe in the v shaped recovery. when the divergence and the price action is completely reversed, like we hage in the memory, neo clouds and the semiconductor sectors. mane names are down 50+% while demand was never higher and asml, tsmc, mu all showed demand skyrocketing amd amazing reports. maybe another bad week or two but the recovery has to be strong and quick imo
2026-07-20 09:55:51
4
Mlodicmusic :
Apple wins. Apple always wins in the end.
2026-07-20 07:20:49
8
John G :
Nebius earnings early August
2026-07-20 12:12:50
5
vinewasbetter459 :
memory capacity is maxed. AI is still in the early phase, Capex is increasing from the mag7 and they are still trying to build thier models. until demand plateaus and the mag7 build their chips and infrastructure, semi conductors will boom. there's been no sector rotation, no sector has increased by a similar amount that the correction of the AI trade was. over exaggerated correction because of a due fall, iran war and kospi
2026-07-21 13:19:04
1
Chillinit🇨🇦❌ :
Still a little fragile
2026-07-20 17:09:23
2
SafeBet108 :
Are we still back
2026-07-22 21:52:27
1
divide :
😂i don’t understand why you guys dont just use an insider bot lol, I’ve made 42k already , its easy to set up
2026-07-20 15:55:51
2
jamz :
Are you still holding DRAM
2026-07-23 12:48:34
1
Jessica D. Savell :
@ELIZABETH BEVERLY seeing your impressive performance, is enough evidence to your job !
2026-07-19 23:17:06
5
Scott T. Ryan :
@ELIZABETH BEVERLY 😍😍happiest forever
2026-07-19 23:15:54
6
Scott T. Ryan :
@ELIZABETH BEVERLY you deserve a flowers🌸 🌸
2026-07-19 23:16:07
6
Jessica D. Savell :
I THINK THE WEEK IS ENDING IN MY FAVOUR @ELIZABETH BEVERLY
2026-07-19 23:17:49
5
Jessica D. Savell :
@ELIZABETH BEVERLY I’m proud to be part of your journey🥰
2026-07-19 23:18:00
5
Lisa Villarreal :
@ELIZABETH BEVERLY I’m celebrating wins because of you 🏆
2026-07-19 23:19:23
4
Lisa Villarreal :
@ELIZABETH BEVERLY I promise to always share your good work publicly to everyone..love you 💫
2026-07-19 23:19:34
4
Lisa Villarreal :
Thank you for what you do Theresa @ELIZABETH BEVERLY
2026-07-19 23:20:32
4
Lynda L. Benitez :
@ELIZABETH BEVERLY work ethic is on another level
2026-07-19 23:24:02
2
Alberto J. Jordan :
@ELIZABETH BEVERLY YOUR'RE THE BEST AND I PROMISE TO SPREAD YOUR GOOD WORK TO THE WORD. THANK YOU 🙏🏻 🙏🏻
2026-07-19 23:22:39
3
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