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Micron is down 30% this month. This seems like an IQ test
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Date: August 2nd, 2024 3:15 PM Author: Disrespectful weed whacker 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 |
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Date: August 2nd, 2024 4:11 PM Author: metal resort volcanic crater Doesn't it have negative eps now? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#47922175) |
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Date: August 2nd, 2024 5:36 PM Author: Disrespectful weed whacker 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 |
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Date: August 2nd, 2024 5:59 PM Author: metal resort volcanic crater What's high bandwidth chips and how is it unique to mu as opposed to other chipmakers? Di they actually make chips in usa or all china? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#47922530) |
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Date: August 2nd, 2024 6:11 PM Author: 180 onyx lodge who is micron's main side b is what I want to know (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#47922562) |
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Date: September 28th, 2024 10:33 PM Author: Disrespectful weed whacker You people ask too many questions (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48141899) |
Date: September 28th, 2024 10:34 PM Author: Disrespectful weed whacker This was free money lol (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48141908) |
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Date: September 28th, 2024 10:47 PM Author: Cowardly titillating karate cruise ship i missed it - but yeah totally. have you got anything new? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48141951) |
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Date: September 29th, 2024 5:53 PM Author: Disrespectful weed whacker 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 |
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Date: September 29th, 2024 5:59 PM Author: amethyst university death wish What stocks would you buy now if you had to hold them for ten years or more (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48143982) |
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Date: September 29th, 2024 10:42 PM Author: Disrespectful weed whacker I wouldn't trust anyone that answers something other than SPY with much confidence. I bet technology continues to be a solid bet
Give me META though. The core business is an unbelievable cash cow. And unlike a useless boomer that would pay huge dividends and manage its decline into IBM, Zuckerberg is plowing tons of $$$$ into low probability, massive upside bets.
Also it still trades at a discount to the s&p |
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Date: September 30th, 2024 12:18 PM Author: amethyst university death wish What do you think about VOO vs VOOG as a long term holding? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48146147) |
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Date: September 30th, 2024 3:20 PM Author: Cowardly titillating karate cruise ship ty (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48146920) |
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Date: September 30th, 2024 12:23 PM Author: Rose lascivious electric furnace box office am i missing something? it went from like $90 to $100 over the last two months. good, but this isn't some great buy people missed out on.
i'd just put your money into SMH. if you look at the last 5 years, micron is up 140% and SMH is up almost 350%.
i have the following breakdown (including in my 401k, which is self-directed):
20% VOO 20% SCHD 20% SCHG 20% VGT 20% SMH |
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Date: September 29th, 2024 11:00 PM Author: concupiscible partner Is Qualcomm acquiring Intel or what? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48144827) |
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Date: September 29th, 2024 11:05 PM Author: razzmatazz center Not for now, not enough cash
$NVDA could though easily. They should try |
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Date: September 29th, 2024 11:07 PM Author: concupiscible partner Fuck no. They've hit a wall and are just price gouging now. (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48144841) |
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Date: September 29th, 2024 11:04 PM Author: razzmatazz center Like this thread, OP knows what you need
Stock hitters or nothing. Not $SPY or stupid etf bullshit
I've recommended $EL, $TSLA and oil stocks during covid many times here. Also shareholder in $MU since thar dip
$META seems just too big given its price relative to what it was 2 years ago. Insane rise. But I do understand where it's coming from. I won't be adding to my smaller position from 2022--care to convince me otherwise?
MLPs in the energy sector are interesting now, $EPD is right around where it was in 2019. |
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Date: September 30th, 2024 12:19 PM Author: saffron stain haha i bought them before earnings and it tanked, forutnanely i got out and put it in NVDA, ALGO and SOXL and made back my loss but still ljl now at least its back above 100 (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48146149) |
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Date: September 30th, 2024 12:23 PM Author: Hairless puppy base AI related stocks in general are still undervalued. Many are still clinging to the idea it’s about to top out soon before it’s suitable as a drop in remote worker, but that becomes less and less likely. ChatGPT o1 shows reliability can be substantially increased. (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310864#48146174) |