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@DeepValueBagger
$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc
Bahamas Se unió Şubat 2024
621 Siguiendo51.4K Seguidores
This list look a lot like $soxx.
Trade Whisperer@TradexWhisperer
$MU 9x. $INTC 48x. $MRVL 78x. $ARM 134x. One of these companies is sold out through 2026 and likely 2027, generating record margins, and supplying the most critical component in AI infrastructure, the Cognitive Capacity Layer. It is the cheapest one on the list.
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I like this comparison. $spcx is a generational company... It's hard for me to say buy not buy at current price. I bought spcx early last year so i dont have to answer it.
Trade Whisperer@TradexWhisperer
$MU generates more PROFIT in ONE QUARTER than $SPCX generates in revenue ALL YEAR. $MU is 51% lower in market cap than $SPCX Read that twice.
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@philllyfanatic @MktMavPro Huge respect for your age. I had a big run too.
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@Jonkuestini @charliebilello exactly. this guy is either intentionally stoking fear or he is uninformed.
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@DeepValueBagger @charliebilello Wasn't memory almost irrelevant back then?
And now we have a shortage until at least 2028?
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Micron is now trading at over 21x Sales, which is more than double its peak valuation during the dot-com bubble (10x). $MU
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@babyfolio @itsalasdairmann I like his take and temperament. Unique and good.
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I believe @itsalasdairmann deserves much more following, he always gives angles that not a lot of people think about.
Super smart guy, don't miss out on these unique insights.
Alasdair Mann@itsalasdairmann
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@DeepValueBagger @ni5k0 $INTU main revenue generator is QuickBooks though. Around 60% of the revenue is from QB. 30% is TurboTax
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Disgusting 🤮 YTD 🔴 -58%
Still Bearish 🐻 $INTU long term 🔴_🔴
Nisko 🔴_🟢@ni5k0
Still Bearish 🐻 $INTU long term 🔴_🔴 -46% since my quoted post in March 29, 2025
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