The Vulgar Trader

RAM Prices to Rise 20% Over Next Year

From Zero Hedge:

DRAM inventories remain tight through year-end as data center buildouts accelerate, keeping producers like Samsung in control of the market, with more price hikes likely ahead.

The memory-chip squeeze is not easing anytime soon… Samsung plans to raise average third-quarter DRAM prices by about 20% from the prior quarter.

The industry response, and in South Korea’s case, a national-level response, has been a massive push by giants Samsung and SK Hynix to double memory-chip production. But that chip capacity buildout will take years, meaning the current supply crunch is unlikely to ease quickly in the near term.

This is (apparently) the couple who climbed to the top of the Empire State Building. It’s now believed he proposed to her shortly before being arrested, probably because Zohran Mamdani outlawed heterosexuality.

Trump’s New Love Interest?

Natalie Harp, 34, is the personal assistant to 80-year-old Donald Trump and reportedly accompanies him virtually everywhere, around the clock. She is said to manage his Truth Social account, print out flattering articles from conservative websites, and carry them in a Lululemon tote bag.

According to two independent books—one by Michael Wolff and another by New York Times journalists Maggie Haberman and Jonathan Swan—Harp allegedly left admiring notes in Trump’s private quarters, including messages such as, “You are all that matters to me.”

Trump reportedly said that she would “never leave him.” Melania Trump is also said to have found Harp late one night in the president’s private residence. According to these accounts, the Secret Service at one point viewed Harp as a potential security concern because of her unusually strong personal attachment.

Whether the two have had a romantic relationship has never been officially confirmed, and the White House has not responded to media inquiries on the matter.

Harp’s brother, who lives in Nicaragua and says he has not been in contact with his sister since 2020, described her relationship with the president as “very unhealthy.”

Mamdani is Setting Up for Communist Seizure of Property in NYC

When you are forbidden from raising rents, it’s only a matter of time before those properties are sold, and the only buyer will be the state.

“[Google’s Sergey Brin] was willing to accept six cents on the dollar on their original equity investment to divest itself from the New York City multifamily sector,”

When you’re willing to take near total loss on your money, you know the future is dark.

It seems the intent is to force distressed landowners into insolvency, forcing a sale when maintenance and other costs can no longer be cut.

From The Atlantic:

“Once we all get into the bunker…” - Says Ilya Sutskever - Chief Scientist at Open Ai.

“I’m sorry,” the researcher interrupted, “the bunker?”

“We’re definitely going to build a bunker before we release AGI,” Sutskever replied. “Such a powerful technology would surely become an object of intense desire for governments globally. The core scientists working on the technology would need to be protected.”

“Of course,” he added, “it’s going to be optional whether you want to get into the bunker.”

Two other sources I spoke with confirmed that Sutskever commonly mentioned such a bunker…

“There is a group of people - Ilya being one of them - who believe that building AGI will bring about a rapture,” the researcher told me.
“Literally, a rapture.”

Hormuz Traffic Nowhere Near Normal

From Zero Hedge:

“The routes available for navigation are extremely limited — they’re very narrow corridors,” Takaya Soga, chief executive of Japan’s NYK Line, told the outlet. “We’re still nowhere near returning to conditions before the closure of the Strait of Hormuz.”

Last week, IRGC forces warned that commercial vessels must coordinate with Iran’s naval command before transiting Hormuz and cautioned against using unauthorized routes. That warning was followed by an attack on an Evergreen-operated container ship, U.S. retaliatory strikes against Iran, and a subsequent Iranian response targeting Bahrain and Kuwait this weekend.

Meanwhile peace is hardly secure:

The fighting has rattled shipowners and has thrown a budding reopening of the waterway into doubt, threatening the key achievement of Trump’s preliminary deal, which pushes discussions of more contentious issues, including Iran’s nuclear program, into a second phase.

Those talks were expected to resumethis weekend in Switzerland but have been stalled by the fighting, people familiar with the matter said.

The scams start small.

Labour just performed a tank swap. Starmer had too many debuffs so they pulled him out and brought in a new tank… The new guy is going to do the same thing for the same raid.. You didn’t win, they just reset your aggro.

- Asmongold

The mental sickness of Trump’s America is on full display.

“Nobody knows more about fatalities than I do.”