feight

1.8K posts

feight

@feinht

Beigetreten Kasım 2021

175 Folgt111 Follower

feight@feinht·6h

@DeepIceValue How's this going for you

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Deep Value Investing@DeepIceValue·27 Nis

How do you know if you are an idiot? Well you look at $MU 532% returns in 1 year and you think "thats normal, maybe I should buy now.."

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feight@feinht·6h

@TradexWhisperer LOL

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Trade Whisperer@TradexWhisperer·6h

$MU How do you know if you are an idiot?

Deep Value Investing@DeepIceValue

How do you know if you are an idiot? Well you look at $MU 532% returns in 1 year and you think "thats normal, maybe I should buy now.."

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feight@feinht·13h

@insane_analyst Yes brother

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Irrational Analysis@insane_analyst·13h

ZXX

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feight@feinht·17h

@insane_analyst Do you have any outdoor hobbies, now would be the time

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Irrational Analysis@insane_analyst·1d

What am I doing this Friday night you ask? Reading 8 years of Micron earnings call transcripts while making Sanjay memes while high as shit.

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feight@feinht·19h

@blondesnmoney Dude same, but not for social media slop. Stock slop mind worm infection.

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feight@feinht·1d

@VJNCapital Name one time memory had a cycle where they signed 5 year LTAs with multiple clients.

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Vebjørn | VJN@VJNCapital·1d

$MU is trading at double the median P/E multiple Usually it has only stayed above the 2x around 6-12 months before dropping back down

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feight@feinht·1d

@jukan05 Sometimes I wish poke was on a necklace, glasses or earpiece tbh

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Jukan @COMPUTEX@jukan05·1d

It’s really hard for me to understand. Why does it have to be a pendant, of all things? Why are both OpenAI and Meta trying to do something like Humane? Isn’t this already a failed category?

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feight@feinht·1d

@based16z HAHAHAHA

Filipino

based16z@based16z·1d

Six seven

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feight@feinht·1d

@sarcastic_hedgi @itsdjain @TLAMB91 Uhm sir these MX contracts are up a lot, 30k contract being opened on MX is no exhaust.

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Sarcastic Hedgie@sarcastic_hedgi·1d

@feinht @itsdjain @TLAMB91 lol most "options flow" discourse is just people staring at unusual whales alerts wondering why their 0dte spy calls didn't print when a hedge fund bought 10k puts to delta hedge some custom derivative they sold to a client the flow isn't the trade, it's the exhaust

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Taylor@TLAMB91·1d

instant free money again for you all, i'm probably sharing too much free alpha here honestly need to tone it down

Taylor@TLAMB91

$MX SIZE For this name wow

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feight@feinht·1d

@itsdjain @TLAMB91 Trash for people who understand how options flow works*

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dj@itsdjain·1d

@feinht @TLAMB91 Trash for those who don’t know how to use it. lol

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feight@feinht·1d

@TLAMB91 bro your account just attracts retards its crazy

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feight@feinht·1d

@itsdjain @TLAMB91 thats trash

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dj@itsdjain·1d

@TLAMB91 Check out Moomoo.com for free option or free alpha.

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feight@feinht·1d

@yoloatore @TLAMB91 what is your point those are all just statements that every trader knows. You're not bringing anything new to the table.

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Yolo Mike@yoloatore·1d

@TLAMB91 my point is there are risks when stocks go vertical. there are risks not to be invested too 🥲

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feight@feinht·2d

@sssjeffpu No mention of VICR a primary supplier for Cerebras Systems

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Jeff Pu@sssjeffpu·2d

On-Chip memory and initial view on CRBS On-chip memory is a growing but a niche trend due SRAM scaling,TCO and external memory. For CRBS, we expect revenue to be $3.2bn/$5.5bn in 2027E/2028E, or 10x 2028E P/S which isn’t cheap. Supply chain beneficiaries: seekingalpha.com/news/4597986-g…

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feight@feinht·2d

@jukan05

GIF

QME

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Jukan @COMPUTEX@jukan05·2d

🤡

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feight@feinht·2d

Up 155% since, careful who you are following.

Serenity@aleabitoreddit

Great callout on $HIMX and now down -31.54% (accelerated by macro). This is a good lesson around chokepoints. They missed two things on this "Meme Stock": - Chokepoints can be designed out. - Chokepoint may not be material enough to translate into revenue like $AXTI. $AAOI on the other hand, has material TAM increase if you look at optical transciever projections that they've been bearish on. Largely disagreed with a large number of photonics picks (eg. calling for $POET at 7x the valuation over $SIVE the laser supplier). Or being bearish on $AAOI without looking at optionality + revenue ramp in a massive TAM. But we'll see who's right or wrong in a years time, most of the recent drop across the board was accelerated by macro (not whether a $SIVE or $HIMX thesis was wrong). But very interesting to see chip designers go the other way of plays mentioned by analysts.

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