AST Invests
2.3K posts
AST Invests
@astinvests
$25k + portfolio | 19 documenting my investments | road to $100k Stocks | Crypto No financial Advice.
road to retirement Joined Eylül 2020
338 Following308 Followers
@NoLimitGains im truly fulfilled if someone wins, especially if it’s a good friend.
Good vibes only :)
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JUST IN: Amazon $AMZN to launch satellite-based internet service to compete with SpaceX Starlink.
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@NoLimitGains ye that’s why you always gotta have a cool brain and watch the indicators 🤝
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Sometimes the signals are just sitting there in plain sight and people still ignore them.
$SNDK 📉
NoLimit@NoLimitGains
THIS IS ABSOLUTELY INSANE. SNDK just became the most overbought stock in the history of the US stock market. Monthly RSI: 99.19.
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If you’re in your 20s, this is amazing news.
Kalshi Finance@Kalshi_Finance
JUST IN: $1,000,000,000,000 wiped out from the US stock market in just 2 hours
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JUST IN: $1,000,000,000,000 wiped out from the US stock market in just 2 hours
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Update on the Grok vs our AI comparison.
Grok said buy. Our AI said wait.
$MU: down 19% since.
That is the difference between a general chatbot and an AI built for one job.
NoLimit@NoLimitGains
I built my own AI assistant that scans any stock and tells you if it is a good buy or not. Much more than that too. I ran a test on $MU and compared it against Grok and my own AI. Here are the results. Grok: Yes, MU (Micron Technology) looks like a strong buy for many growth-oriented investors right now, primarily due to explosive AI-driven demand for its memory chips, record-breaking recent results, and very attractive forward valuation — though it comes with high volatility typical of the semiconductor/memory sector. Bottom Line: Is It a Good Buy? For long-term AI believers: Yes — especially on dips. The combination of structural AI demand, tight supply, strong execution, and cheap forward valuation makes a compelling case. Many see this as part of a multi-year supercycle. My AI: The case for Micron (MU) is much trickier right now. It is expensive and looking stretched after a historic run. Micron operates in the boom-and-bust semiconductor memory cycle (DRAM/NAND). Right now, the AI supercycle is aggressively pulling demand forward, which has sent the stock parabolic. While the underlying story is strong, MU currently looks like a momentum play that requires caution. Valuation: Rich and Stretched MU trades at a lofty 25.6x trailing PE and 7.6x forward PE. While that forward multiple looks cheap on its face, remember that memory is highly cyclical; when memory earnings are at their peak, the PE ratio typically looks its lowest. EV/EBITDA is currently sitting at 18.4x, and it trades at a massive 17.6x Price-to-Book (P/B). Buying a cyclical hardware stock at nearly 18x book value usually indicates the cycle is peaking, not beginning. You're buying into a notoriously cyclical company at peak margins, near all-time highs, with insiders steadily selling. If you don't already own it, you are buying late in the cycle and need a strong stomach for a potential "reversion to the mean" drawdown. If you do own it, it might be a good time to consider locking in some gains. Grok says buy. My AI says stay on the sidelines. Two AIs. Same stock. Different conclusions. The AI I built is exclusively available to members of The Assembly via The Vault. Access is currently closed, but join the waitlist to be first in line when we reopen: intheassembly.com
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JULY KEEPS MARKING THE START OF RELIEF FOR BITCOIN.
2018. 2022. 2026. All midterm years.
We are in the window now.
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@FynnInvests have not seen anyone up a single percent - so heads ups !
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Markets can’t seem to make their mind up today.
Anyone in profit ?
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SO APPARENTLY DONALD TRUMP IS SECRETLY SHILLING $COKE ??
WHAT IS HAPPENING 👀
(Skip to the end!)
Donald J. Trump@realDonaldTrump
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This is now the third time President Donald Trump mentions Micron $MU
It’s also worth noting that according to his latest filing, he’s holding $20,000,000 worth of $MU shares.
Based on the dates of purchase, we estimate his average buy price to be $292.
Micron is currently trading at $1,050.
Insiderwave@insiderwave_
President Donald Trump just mentioned micron again. Calling it “a truly GREAT American company, and one of “HOTTEST” anywhere in the world…”
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Good morning!
Jobs report not great
But the sun is shining and there is a lot to be thankful for 💪 😎
Let’s have a day!
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@QuiverQuant okay good flex but show us the next 1000% shock asap
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Two years ago, we posted this video on a suspicious purchase of Viasat stock by a member of Congress.
$VSAT is now up 1,154% since our reports.
Not a typo.
1,154%
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Heading towards 1000 followers and 500 verified with some momentum now!
Can anyone suggest some good FinX accounts that I should make sure I’m following?
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