Laputa
1.5K posts
@milken_cookies @slapshotcapital Also highly recommend extended editions if you have the patience
English
@milken_cookies @slapshotcapital Also ideally late fall/early winter and when it’s dark outside if you want to maximize vibes
English
Memory eps estimates are still going up. The driving fundamentals are very likely to continue accelerating. The stocks have not rerated.
What are people even debating? That the stocks are up? Sometimes people are too online/connected & do mental gymnastics to avoid making money
English
No … I didn’t make a gajillion dollars on this. Made great profit but I’m actually considering indexing because I fumbled this one far more than I should have. Sold it like 300 points ago and lost my chance to escape the underclass.
$MU now $700s JFC
Investor_NICK@Investor_NICK_
Go long HBM ... go long $MU and SK Hynix
English
LOL good thing I didn’t execute on this 🫠
Laputa@fcfyplusg
$plnt is pretty interesting here imo. People were out of their mind paying 40x for this last year but it is a good biz model and has scale. Tough to see mult compression at 20x
English
Also on memory stocks- ppl always want to talk about valuation and whether they’re “still cyclicals” 😂 who cares lmao
The only question that matters in the slightest: is news flow around 1-2yr forward demand/supply going to get incrementally tighter or looser in the next year?
Laputa@fcfyplusg
When stuff accelerates and goes up a lot it is hard to just sit still. People want to know when to sell, what’s next, when does it collapse. Bottleneck semi monopolies and oligopolies still have the best long-term thematic setup and it’s not even close imo
English