@dlngl.brry: i just made some bullshiittt part 2 #spamtenna #deltarunespamton #spamton #tennadeltarune #tenna

dingleberry
dingleberry
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Region: RS
Friday 14 August 2026 01:01:44 GMT
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acidcupcakes4desert
acidcupcakes4desert :
you never really know what your next scroll is gonna be
2026-08-14 02:56:40
1221
1mefan
#1mefan :
Wait…if Spamton pregnant that means….tenna my guy 😂👊
2026-08-14 05:15:21
420
nanafudge
nanafudge :
tenna being a girldad #iknowthatsright
2026-08-14 01:10:43
556
totallyfruitjuice
lesbian yellow :
im lesbian yellow
2026-08-14 12:19:32
61
crimstarcrt
Crim☀︎~ᯤ 📺 :
that's nice..?
2026-08-14 03:46:21
91
rereagent
Together we Egregore :
Spamton striking a deal to make pipis change gender for Tennas sake
2026-08-14 10:10:03
63
fairandsqaure
Circles :
Im crying this is what I asked for 😭
2026-08-14 01:05:12
121
floweryourlovableflower
~`°"BoldFellow"°'~ :
how my oc was born
2026-08-17 17:01:58
2
d0mi23x3
D ✦MI :
first frame reminds me of those pregnant ladies with trucks
2026-08-18 06:14:16
2
alguienv531
Alguien:v :
spamton I understand you
2026-08-18 02:16:59
2
isillyuh
I_Sillyuh✳ :
dude is gonna hit the "HOW WHAT THE MAMA WHAT THE HECK THE WHOA MAMA HECK WHOA MAMA WHAT'S MY MAMA MIA WHAT THE WHAT'S WHOA WHAT THE WHAT THE HECK MAMA MIA WHOA HECK MAMA MIA WHAT'S WHAT THE WHOA MAMA WHAT THE MAMA MIA HECK WHAT'S WHOA MAMA WHOA MAMA HEY WHOA MAMA HEY WHAT THE HECK MAMA WHAT THE HECK IS THAT THING?"
2026-08-15 20:51:45
12
ciciimooz
cicimo🌀 :
I love whatever is wrong with you
2026-08-14 10:27:21
6
yourfavfartist
I ❤️ My Autism :
Who is baby trapping who? 😭
2026-08-14 16:16:50
11
san._.iti._.zer
。.゚+  Ezra 。.゚+ :
2026-08-14 03:51:24
14
sam_the_manzz
SAM THE MAN :
THAT FUCKING EMAIL THAT I HATE!/j omg I love how you draw him so much
2026-08-14 03:02:38
15
turtle_1728
Turtle :
watched this my mouth agape the entire way through
2026-08-14 05:24:40
11
tiggertriggerzeis1
TiggerTriggerzeist [COMS OPEN] :
“People you may know” oh I hope so
2026-08-14 11:20:35
5
shadyguy__
AGENT!!! 🕶️ :
"people you may know" 💔💔💔💔 gosh I hope so..
2026-08-14 12:08:21
6
hiiieee16
Oh :
Uh what if spamton made vee from dandy’s world-
2026-08-14 15:54:42
6
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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

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