Dlilgnet Plena
73 posts
Is it too crazy if I say micron will close over $1000 today?
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If anything this proves the AI race is on more than ever
America can not let China surpass them in AI
I expect capex to increase and the speed of spend to increase
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I am not content with “touching green”
I want a face ripper 10% each semi rally
We still have 4 hours
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I don’t just tweet stuff either. I back it up with millions of dollars. Let’s get rich. Or die trying.
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$GLW is a $300 stock. They make the glass for your iPhones and they are Nvidias largest investment.
$LITE is a $2000 stock. They design and manufacture laser chips that transport data through glass at the speed of light.
$MRVL is a $1000 stock. According to Jensen Huang they are the next 1 trillion dollar company.
$MU is a $2000 stock. It has higher margins than Nvidia, and is trading at the lowest forward PE out of any stock. Memory has been historically cyclical but that is changing with the need for memory for AI. This shortage will last for multiple years and even with them expanding capacity it will not be enough.
$CRWV is the best operator of a data center. Not all data centers are the same. Coreweave has the best stack out of any neoclouds and is backed by NVIDIA.
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I am the best trader on X
The rest of these so called gurus lack transparency
I give the people what they want
GIF
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It appears you bought semiconductor stocks too early, Mr Bond
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Micron is going to make me cum my pants
$1000+ next week
Trump bans Chinese memory chips over the weekend
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I almost broke 1m for the first time today during the drawdown
I’m experienced enough as a trader to know that on days like this you DON’T sell. You buy and hold.
It’ll work its way through
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Micron is too cheap.
This is a $2000 stock.
RT if you agree
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Marvell is a 6x from here if Jensen is right about it being a trillion dollar company.
$MRVL might not be the worst time to buy
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