MK

@Henry431171040 I am a muggle. You are asking me to a wizard stuff.

@RECPAccountant when are we going to 10$ according to your chart?

$IOVA Earnings week: Monday morning technical analysis: Tldr: Bullish 🧵

@SlurpsWicks @gg6x9m13h4 @Han_Akamatsu True. Don’t get all your money tied up here. I don’t advocate for full porting into GME, but I do trust in Ryan Cohen. That’s the main reason why I buy & hold & sell covered calls in the meanwhile.

@RECPAccountant @gg6x9m13h4 @Han_Akamatsu Not worth it, way better opportunities in this market lol

Michael Burry sell his entire $GME position.

@gg6x9m13h4 @Han_Akamatsu Not a cult… if you do covered calls on GME, it could be very profitable. Just another trade idea to generate income.

@RECPAccountant @Han_Akamatsu A cult

$IOVA Fat 96.7K 1-min candle 6 minutes before close. Nice👍

$IOVA Closed above $3.58/ 20-day MA ✅ Double Bottom for 5-day MA seems more likely now. Not a hyper myself, but this looks very bullish.

$GME Hot damn. Are we going to see OI go up to 120K or shoot down to 60K? Need to look at the chain tomorrow...

@qcapital2020 The end point demand has changed from consumers to business now. The cyclicality has dampened due to huge AI demand. The LTAs & share buybacks signals memories have more room to go up.

SK Hynix is up +1,570% in 3 years yet still trades at 4.5x NTM P/E with 80% EBITDA Margins Either this is stupidly undervalued or the mother of all Semis Crash is coming, there's no in between I'm just too stupid to know which is coming first so I watch form the sideline and cry

6/ My thoughts: Risk Management. Memory stocks will boom, but for how long? That depends on how fast the upgraded factories are up and running. SK Hynix's Indiana facility is projected to be built by the end of 2027. Once built, the supply will catch-up to demand in this AI super-cycle. Until then, memory shortage will be present. Unless there is a technical breakthrough that decreases the use of memory, all memory stocks have a green light for further revenue & gross margin increase. biz.heraldcorp.com/article/107218…

5/ The Street is pricing these companies like the old memory stocks. With 5x forward P/E, these companies are essentially getting the same treatment as before. Since AI demand has dampened the cyclical volatility, it should have higher forward P/E.

$DRAM $SNDK $Samsung $SkHynix $MU Great article by @uncoveralpha regarding memory stock's cyclicality. Tldr: Memory will not face cyclicality like it had before. 🧵 uncoveralpha.com/p/every-memory…