Bob from Accounting ($858.00 AUM)

@stocktalkweekly Feet up $MU

“Buy right & sit tight” is the only way you’ll ever consistently get multi-baggers in stocks. Cost-basis advantage allows you to focus on the higher timeframes & endure volatility. You don’t get rich in markets by clicking a lot of buttons. The big money is made in the waiting.

@ConnorJBates_ Nah 80% memory, 20% CPU

The New 60/40 Portfolio: 60% Memory/40% Photonics

@ContrarianCurse Nothing wrong with bearish takes. But with $8T of infrastructure spending planned I think bulls make money as usual

$MU there is no other stock I get more hate on even half suggesting bearishness than this one. You guys need to fucking chill. I just made 75% in under 8 weeks and excuse me for having a little caution when they are about to report mid 80s gross margin and we are already 10x previous cycle peak for EPS ITS DIFFERENT THIS TIME Yea I see that, hence the $105 in EPS, you aren’t really Sherlock Holmes there anymore

@AndrewMayne Plus enriching himself via cerberus

@AndrewMayne Thats not the issue. But parachuting into a charity and somehow getting 30b is absolutel insanity

Greg Brockman is one of the hardest working people I've ever met. I'm a night owl and would see his Slack status stay green well into the night. The single biggest tell for someone being completely ignorant of the AI scene is to not know what kind of engineering GOAT Greg is.

@ccachia86 @WheelieInvestor Sometimes a tough lesson is good medicine

@WheelieInvestor Thanks bro, I appreciate you saying I should lose all of my money. What a lovely thing to say

If you own $GME, you deserve to lose all of your money

@dbull888 Pump and dumps

Yes I'm sure now is a great time to buy your obscure microcap "bottleneck" company that's already up 850% in the last 6 months

@Leo_Traydes Large infrastructure buildout in human history = bubble. 🤡

We are NOT in an AI Bubble. Let me explain: Many people on X and just people online in general are calling for an AI bubble and I have yet to see any good reasoning behind any of those claims, so let’s debunk the ones I hear most: 1.“Valuations are very similar to the Dotcom bubble” - The IT sector hit a P/E of over 150 during the Dotcom era. The AI wave has peaked at ~75 and has been coming down since. But sure, just like the Dotcom 2.“There is no real demand” - You sound dumb 3.“It’s Dotcom 2.0” - Dotcom companies had no revenue and no path to profit. Anthropic doubled revenue in two months, and OpenAI was adding $1B in annualized revenue per week. But sure, it’s a bubble. 4.“The infrastructure spend is reckless” - Microsoft, Google, Amazon and Meta are funding this out of hundreds of billions in annual free cash flow. Dotcom was funded by speculative debt. Still a bubble? 5.“AI companies will fail, proving it’s a bubble” - No sht. Of course some will fail. That’s not what a bubble is This is just the tip of the iceberg. I could go on and on🤷‍♂️

@kejca Insurance = charging max, delivering minimum. Fixed that

Berkshire Hathaway vice chairman Ajit Jain: "Insurance, much like investing, is a game that requires patience. It is very difficult to get people to sit back and do nothing." "The real test of being successful is the ability to say no."

@TheLongInvest Videogame store was dead 10 years ago

Just so we are clear $GME would need to dilute by around 60% And their share count would need to increase by +150% in order to come up with the $16 Billion they are short to acquire $EBAY. Cohen was very uncomfortable today because of this No wonder Burry got out. $GME is dying.

@smartertrader The psychology behind gme apes needs to be studied. Pure retardation

lol. I told everyone yest gme was shit. It’s actually worse than shit

@ShardiB2 Inevitable

MOAR $MU

@VladBastion Train departing

7 Cheapest US Semiconductors by Bastion Value Score: 1. First Solar $FSLR 2. Micron $MU 3. Skyworks $SWKS 4. Qorvo $QRVO 5. Cirrus Logic $CRUS 6. Qualcomm $QCOM 7. Universal Display $OLED

@jiahanjimliu Jensen still waiting for benchmarks

Part of Anthropic mis-calculated compute needs is how much they can get out of TPUs in practice. TPUs look strong on paper with all their white papers but Nvidia is engineering that works in practice. People in engineering understand that there can be a large gap between theory and practice. Last year when Gemini was all the hype, there was some signal on X that Blackwells would bring Nvidia back into singular monopoly position. Now with Gemini falling off and Anthropic compute constraint due to their heavy TPU mix are both showing. Nvidia is the undisputed king again. White papers, benchmarks and theory falls flat in the face of know how and real world performance.

@smartertrader PRESS F TO PAY RESPECT

Cramer going to Discuss memory ….

@alifarhat79 Peak rtard

A new meme is born

@JesseCohenInv Software sentiment keeps getting worse with things like this

Duolingo $DUOL is crashing after earnings. Can't believe this name once traded above $500 per share.

@futurist_lens I gotta be honest, China probably gonna win that whole thing on price alone

Elon Musk: 10 billion humanoid robots by 2040 at $20K-$25K each Bookmark this. Robots don’t scale without this stack: • Bearings / Actuators → $RBC $AME $RRX • Sensors → $CGNX $ALGM $STM $OUST $VPG • Edge AI → $AMBA $CEVA • Humanoid Semis → $NVDA $AMD $QCOM $TXN $ON • Motion Control → $ROK $PH $ALNT • Power Semis → $NVTS $VSH $MPWR • Connectivity → $CSCO $IRDM $SLAB • Rare Earths (Motors) → $MP $UUUU $USAR • Key Suppliers → 002050.SZ (Sanhua), 688017.SS (Leader Drive) Own the bottleneck. Follow the right people on X.

@CheddarFlow People gonna make crazy money on the way up

Someone added $2.4M worth of MORE $MU 700 calls before the bell today They have been adding these since a spot price of 500 and the stock keeps squeezing higher

@antibearthesis Sp500

@OpenClawCentral which etf

My mother is 51. She has: • $0 invested • $80k in savings • House paid off • No debt She’s scared to invest after the rally. Would you: A) Invest now B) Wait for a crash C) Stay in cash What’s the move?