Vlad the Impaler
2.4K posts


@LivingITMoney how bond yields are not higher with the tariff refunds is beyond me.. spending a billion a day on a war and owing 170 billion in refunds.. who is giving the USA 10 years at 4.25?
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@Mr_Derivatives @LivingITMoney I think he means the way it is valued.. MU has historically been lower margin and boom bust.. this is probably an outlier but we will see
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@LivingITMoney Ya the guy told me bad take last yr when it was $100’s too.
Nice try
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The 19 largest companies sorted by 2027 P/E estimates:
I’m not saying $MU needs to get even close to the P/E’s of the other names.
But in the last 10 years it averaged a 13.69 P/E, and the median P/E was 7.61.
So even taking the smaller 7.61 into account, then MU may still have about 60% more upside?

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@StealthQE4 yup.. time for him to go.. preferably in a pine box
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@Reuters Oil jumping. Stocks wobbling. Hang Seng in the red.
The ceasefire that everyone priced in on Friday never held.
Markets hate uncertainty more than they hate bad news.
Right now they have both.
$SPY $USO $FXI $VIX
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Oil jumps, stocks wobble as Mideast ceasefire hangs in the balance reut.rs/489mWWx reut.rs/489mWWx
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@LivingITMoney @clintoptions the big question is how far do they pump it
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@LivingITMoney @GAndersonTrades it can't even get 1 percent on tech
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@LivingITMoney @clintoptions they can't even get 1 percent down on SOXX.. 35% up .5 % down..
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@Mr_Derivatives @amitisinvesting Next stop is a smaller ship loaded to the limit with explosives and set it off near a US ship..
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@mdubowitz well when Israel gets American welfare for 50 years.. of course GDP is higher
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