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Gkov
730 posts


@owenjonesjourno Hitting water desalination plants was already predicted as spooky outcome if Iran decisively strikes. Please go to bed, nobody scared
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@MattWallace888 The nuke will be dropped in your bathroom, of size that world has never seen before
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Here's the best case scenario for this war:
- The Iranian regime capitulates
- It is replaced by a transition Government, as the country prepares for its first election since 1952
- The U.S. gets more control of the Strait of Hormuz, giving it an edge over China in the AI race (i.e. energy race)
- Iran goes back to its secular roots with a blossoming economy, normalizing relations with Israel
- Hezbollah gives up its weapons, and Israel pulls out of Lebanon
- Lebanon goes through a period of rapid economic growth as it gradually normalizes relations with Israel
- Syria's President succesfuly unifies the country, and begins rebuilding as Israel pulls out of remaining territory
- The Houthis move away from Iran and begin normalizing relations with neighboring Gulf nations
- Hamas give up their weapons, and we finally start seeing progress towards a two-state solution
I know this is a pipe dream, but hey, let's be optimistic for once
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@DividendRob @Ekonixlab It was growing. But
does it mean it will keep growing? or does it mean the growth was not priced in ?
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@ML3democrats It's simple:
you have a declining power
and
you have a cabinet that lies on everything and any person they talk to, to keep it up
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@GrindeOptions I am selling Alibaba and JD.com because they are apparently overvalued and have no edge against USA peers.
Since USA is the world manufacturer and most AI is built by USA students , this is safe short
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@CKCapitalxx The disconnect is only in your head. Stock went up while MU was already a large cap, by 3x - 4 x ?
Now think what drove the share increase? that is the RAM price increase due to sharp shortage
What happens in the market when there are shortages like that ? Markets balance..
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$MU seems like such an easy buy after they reported the most insane earnings in its history.
Then stock went down
Revenue of $23.86 billion. Up 196% year over year. They beat estimates by nearly $4 billion. EPS of $12.20 against an expectation of $8.79. Gross margin hit 75%. Free cash flow of $6.9 billion in a single quarter.
Then they guided Q3 to $33.5 billion in revenue. More than triple what they did in the same quarter last year. $33.5 billion in one quarter. That number is larger than Micron’s entire annual revenue in every year through fiscal 2024.
The stock sold off because of capex.
Micron raised its full year capital expenditure guidance to over $25 billion. The market panicked. But here is what the market is missing. Their own CFO said the spending is demand driven not speculative.
Customers are giving them visibility into requirements through 2027 and beyond. The EVP said supply increases are “not really making that much of a meaningful dent in the gap.”
They are spending $25 billion because the demand is real and they cannot build fast enough.
There are only three companies in the world that make DRAM at scale. Micron, SK Hynix, and Samsung. That is it. HBM capacity for 2026 is already sold out.
Every Nvidia GPU that gets built requires memory. Every new generation requires more of it. HBM4 volume production started this quarter for Nvidia’s Vera Rubin platform. HBM4e ramps in 2027.
Micron is forecasting the HBM market alone grows at a 40% CAGR and reaches $100 billion, surpassing the entire 2024 DRAM market.
The stock is trading at roughly 8x forward earnings despite 196% revenue growth and 75% gross margins. That is not a valuation that reflects what this company is becoming.
The earnings were historic. The guidance was historic. The stock is down on the month.
That disconnect does not last.

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@Tekeee It's simple if you are living in a fairy tale world
1) No memecoin goes 10k x
2) if memecoin went 10k x , you are likely to be holder of 20% of supply meaning it will crash when you sell
3) putting 900 USD in memecoins you are likely end up with 50-100 USD one year later
Stop
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@Investingcom I think it will be one of Chinese stocks on some news of breakthrough technology milestone
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@TonyAshai There are already at least two ways to achieve citizenship in U.A.E.
you just as always - ILLITERATE
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@dethective SHOULD BE INVESTIGATED AND BROUGHT TO JUSTICE FOR OFFENDING SO MANY LAWS
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@hinds_mela61795 No, it's not people who elect the President in USA or many other countries. You can vote for whomever you want, but President is chosen by committee. The votes equal zero
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