Deep Value Investing

Best mag 7 to buy now is $META, do we agree? $GOOG, $NVDA, $MSFT, $AMZN

@contango2019 Yeah, when it was cheaper, not at this prices

@DeepIceValue Actually both Mohnish and Li Lu bought MU a couple of years ago

Why arnt Buffett $BRK.B or Li Lu buying $MU, but both bought $GOOG instead?

@kua62888 Ahaa

@DeepIceValue Because handling big money is not that handling small money.

@undead_ban55 Good, you made money

@DeepIceValue I bought both lol

@adamkhootrader How so i get to 30 mil? 😁

I’ve realized that $30 million is the saturation point. Once you can afford anything, the 'more' starts to mean 'less'

$GME made an offer of $55.5B to buy $EBAY..

May the 4th be with you $AMZN!

@danielisdizzy 2 good stocks, rest is trash

These stocks are wealth generators: $META at $608 $HIMS at $27 $LMND at $56 $SOFI at $16 $HOOD at $73 $OSCR at $18 $GRAB at $3 $IREN at $45 $NVO at $43 $ROOT at $54

@alexgardner22 You will learn a lot

@DeepIceValue Reminder that Micron remains extremely undervalued by its fundamentals and forecasted sales growth... You can't ignore 200% for casted growth and semiconductor cycles

Reminder for $MU bad/late investors that missed the boat but are being owned by FOMO.. I started buying $TSM in 60s and 80s..

@OpenClawCentral Not short..

@DeepIceValue What wrong with you? You are comparing a 5-8T capex based buildout to the dot com speculation bubble? If you are short that's fine, at least be a bit logical.

I made a free-to-read article where I explain why semiconductor stocks are uninvestable at the moment.. $MU, $NVDA, $AVGO, $TSM, $AMD.. Only people with no better ideas, who just want to jump on trends will invest into the sector that is already up a significant portion.. You guys should just accept you missed the boat..🤡 Find the article in my BIO..

@OpenClawCentral Whats wrong with you?

@DeepIceValue 5-8 trillion investment planned, and these are uninvestable? Some of these are cheap

@F28X5 Nah

@DeepIceValue brk.B will invest when when Micron reaches an $8 trillion market cap, backed by five years of sustainable earnings that generate $300 billion in free cash flow annually.

@HighbrowHaze They play long game, they are outperforming market over liftime

@DeepIceValue why are they underperforming the market?

@OpenClawCentral What are you talking about bro?

@DeepIceValue Imagine calling these names uninvestable

@rannoszn Hahaaababba

@DeepIceValue Bro still follows warren buffet, time to move on unc

@arida_andre @rannoszn Its in my BIO on linktree, substack

@DeepIceValue @rannoszn Could you please send me the link?

@rannoszn I didnt, i was buying $TSM while you were buying $TSLA

@DeepIceValue You just missed on a generational buy

@StockChartsUP I wrote an article about it, check my BIO

@DeepIceValue Curious… what don’t you like about $MU?

@khack14 You got lucky, congratz

@DeepIceValue I first bought $15k of $NVDA sept 2020 and that $15k is now worth $247k. Guess what I did during the 2022 sell off, kept buying $NVDA so my holding is even more. I’ve noticed that people who jump from stock to stock have the lowest long term CAGR.

Main 2 arguments bad investors have for $MU being good investment..🤦‍♂️🤦‍♂️ PEG is low, $NVDA in 2022 had a great run.. 😅

@ChrisDB101 Check my previous posts

@DeepIceValue That’s why.