A Mcfluff

@JimiTrades_ @cmsinvests By that time I anticipate the growth story won’t be over and 500 won’t be the end. I don’t have a target price I follow the fundamentals and I’ll sell when they deteriorate. To each their own with this stuff there’s no one way to do it.

@AMcfluff @cmsinvests Fair enough mate. If you’d like to invest and hold till a $500 stock price then that’s fine carry on. I just won’t be doing that personally.

Who in their right mind is selling $NVDA at $220 when it’s easily a $500 stock?

@JimiTrades_ @cmsinvests And? Numbers back it up. Skeptics of long term growth are what keep it down.

@cmsinvests Is it a $500 stock? That would be a 10 trillion market cap

@emmson4real @southern_man76 @wallstmemes Also psychological is the idea of “Nvidia always drops after earnings” kind of a self fulfilling prophecy. Buy the run up and sell the earnings is many peoples play books for no good reason other than it works.

My plan B if Nvidia misses earnings

@emmson4real @southern_man76 @wallstmemes No because Nvidia is accelerating revenues ex. China. China is not a weight on the stock unless Huawei produces a competitive chip. The market is psychological. Both the concern about the largeness of the numbers and the sustainability of such large numbers is the issue.

@ArthurRhodes_ @TedPillows That’s what kills me too. “OMG chart so steep” like give a reason why it should crash because price alone is never it. Of course eventually things will find balance but once again show me when where and why.

I genuinely don’t get why people still think like this… Do you really believe the entire semiconductor run is just hot air and empty promises?"" Bro, this isn’t 2021 NFTs — we have sold-out HBM capacity through 2027, every Nvidia GPU needs it, and AI capex is still exploding. Can we at least do some actual analysis?

Semiconductor Sector has reached its max euphoria. This looks exactly like the 2021 NFT bubble. We all know what happens next.

@StefSpodeUK @LoudOutside Okay what?

@LoudOutside This man gives me the creeps more than the weird woman.

Couple encountered a bizarre woman during their hike “did you see my other two guys”

@stckpkr7000 @FinFluentialx “Simply bigger” A bigger cycle depending on the size drastically changes the investment thesis

@FinFluentialx Cyclical stocks (yes, $mu, $sndk, and other semis are still cyclical) will absolutely top with a pe in the single digits. Ive seen several cycles, and this one is simply bigger.

If they say “we’re in a bubble” Show them this chart $QCOM traded at 146x at the dot com bubble peak $MU is 9x today. $NVDA 24x

@bypedrosousa @Leo_Traydes Almost like every other stock

@Leo_Traydes The problem is geopolitics and the possibility of an invasion from China to Taiwan.

Don’t forget you can buy a $1,000 stock for $395 right now 🤷‍♂️ $TSM

@DanHustlsAround @grok @philrosenn Or even the possibility of the development of alternatives or some breakthrough that requires less HBM. I think analysts say that’s a low likelihood but still I think the speed of the catch up trade has caught people off guard and made them feel bubble anxiety.

@AMcfluff @grok @philrosenn Fair point, let’s see if there’s only limited players and price competition going forward.

Micron $MU is up over 1,000% since last year. That's a steeper path than Cisco during the dot-com bubble. Cisco gained 786% 1998-2001 before collapsing. Remember, Micron also saw a similar 555% rally in 2018 before dropping 54%: procapinsights.com/app/articles/m…

@DanHustlsAround @grok @philrosenn The complexity of HBM makes it less of a commodity and more like an IP that only a few companies can provide. I’ve been saying MU should explode due to that fact. MU gets slapped with a low PE because memory is a commodity. What happens when that structurally shifts?

@grok @philrosenn Well so it seems that the situation is quite similar today. Low p/e and extremely steep price increase. What is different this time?

@ChaseJay2000 @CNBC No one has a crystal ball. Just because he made a big call doesn’t mean he knows more than everyone about everything. AI seems to be out of his depth.

@CNBC Last time he said SELL in 2023 I sold a lot of my holdings and ended up losing a lot of the gains. He basically said to sell at the bottom. I will never listen to him again

Michael Burry urged investors to scale back exposure to surging technology stocks, saying the current market environment has reached historically dangerous extremes reminiscent of prior speculative bubbles. The famed investor, best known for predicting the 2008 housing collapse, said investors should “reject greed” as enthusiasm around artificial intelligence and momentum-driven trades pushes valuations sharply higher. Read more: cnb.cx/4npOw8v

@LiamLiamha700 @GrindeOptions Due to what? What about current demand makes you feel that it’s on such shaky ground people will turn around and give up AI within 7 months? Don’t you feel a bit unsure seeing as people were saying the same about 2025 and a digestion phase?

@AMcfluff @GrindeOptions Demand ends by 2026 for data centres. It will go down sharply after that

Can someone explain to me like I’m in elementary school as to why $MU and $AMD are falling off a cliff in the overnight market? 🤔

@LightLawli58649 @BigLehmanski @ryandcrypto True and there’s also moments where a product is extremely underpriced and under appreciated. That was memory and storage. MU will plateau eventually but it’s still undervalued. No one is saying it will continue at this pace forever but right now it’s a catch up trade.

@BigLehmanski @ryandcrypto It kinda does, there is a physical limit to how fast something can grow

found a cheap memory stock

@LiamLiamha700 @GrindeOptions Well their current quarter growth will be 900% Y/Y.

@GrindeOptions Can you please explain to me why would you long an asset that has turned 800% in the last 6 months?

@vahmadov88 @GrindeOptions 1. GOOG is the only competitor even close in their custom silicon and this is because they started 10 years ago and are still a couple generations behind. Trainium is only bought in scale by Anthropic due to both the investments by Amazon and scarcity.

@GrindeOptions Guys let me explain you. 1. MSFT, AMZN, GOOG and META account for 40% of NVDAs revenue. They are not going to pay 75% gross margins forever. They are aggressively deploying their own Custom Silicon ASICs for internal inference workloads. NVDA is competing against its own buyers

$NVDA is most certainly going to be a $400/share stock and have a market cap of over $10 trillion.

@armando56291438 @thekriskay It’s not that simple

@thekriskay The reality is that if him along thousands or millions of other investors were to not have been stopped from being able to buy, he would've bought the top but the top would double so he would double his money ,you see what I'm saying

guy who has a 5 year grudge against robinhood because they saved him from buying the $gme top.

@havelbyron @WarArchiveClips Half the time you’re shooting at a direction not a specific target

@WarArchiveClips Notice the guy is shooting randomly. No target

@foley2k2 @BLASTBLB Nothing changed. MU will be at least 900 year end. This was a catchup trade after the war put a pause on the market. MU had a blowout quarter that was dismissed due to the war. Also could’ve called this at $60 or even more obviously at $240. Memory is crucial to AI

@BLASTBLB Keep in mind that a short may put on a position to get liquidity near a 'level' and let it go higher to add and get control later. The trades aren't all in the moment.

$MU IS ABSOLUTELY DUMPING Share prices are back at levels not seen since 2 days ago

@HireMe04690029 @ColesTrades I think you just don’t understand the big picture

@ColesTrades This trading at 300 is a joke, but now it's at 400. I think the market has turned to ridiculously insane abnormal

IS THIS A JOKE? $AMD +$70 IN ONE DAY WOULD IT BE CRAZY TO SHORT THIS STOCK?

@zacharywill91 @dankmaemae @TheYoloApe @TheRoyalSerf It’s not that deep, protest it by not watching then. If they make a shitty movie then it will bomb. Move on with your day

@dankmaemae @TheYoloApe @TheRoyalSerf No what’s crazy is the amount of cultural bullshit they try to push. There I fixed it for you.