Micron is down 30% this month. This seems like an IQ test
| Stimulating Drab Partner | 08/02/24 | | greedy lime school cafeteria roast beef | 08/02/24 | | Stimulating Drab Partner | 08/02/24 | | greedy lime school cafeteria roast beef | 08/02/24 | | apoplectic carnelian stage persian | 08/02/24 | | ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 09/28/24 | | ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 09/28/24 | | Kenneth Play | 09/28/24 | | ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,, | 09/29/24 | | Lionel Tiger | 09/29/24 |
Poast new message in this thread
Date: August 2nd, 2024 3:15 PM Author: Stimulating Drab Partner
They make high bandwidth chips that are critical to AI. Theyre already sold out of these chips through 2024.
Times like this make it impossible for me to empathize with the poors among us. "I failed to buy meta shares for $80 and just made fun of Zuckerberg instead. I'm poor and angry now help me." Shut the fuck up.
Disgusting
(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310486",#47921961) |
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Date: August 2nd, 2024 5:36 PM Author: Stimulating Drab Partner
1. No one cares about EPS. Libs ruined gaap accounting so it includes lots of non cash one time charges.non gaap is positive
2. The market cares about revenue and gross margins. Those still have huge tailwinds
3. The s&p 500 trades at 14.4x forward ebitda. Micron trades at rades at 5.7x. it is laughably cheap
(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310486",#47922464) |
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Date: September 28th, 2024 10:33 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
You people ask too many questions
(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310486",#48141899) |
Date: September 28th, 2024 10:34 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
This was free money lol
(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310486",#48141908) |
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Date: September 29th, 2024 5:53 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
Micron still has plenty room to run.
I'm long oil for the short/medium term given low price, China stimulus, fed rate cuts and possible Iran war
(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310486",#48143966) |
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