Cren Beshar
52 posts


NVDA vs MU (4 charts)
Nvidia in green (dark blue est. for Q2), Micron in yellow (light blue est. for Q2).
Micron's quarterly revenue is where Nvidia was just one year ago.
1/4

Jo Bhakdi@JOBhakdi
$MU drowning in cash, and it's not stopping at least until 2028. Market is selling it off, because it believes 7 fwd P/E is too much for a company that grows earnings 100% per year. Now, UBS determines that $MU can use it's insane cash stack to just buy up its own shares. We live in interesting times - we are in something the resembles an inverse bubble - investors not buying stocks despite being guaranteed enormous cash floods.
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[Little hands, big smiles! Baking cookies with my little cookie monster today—messy flour but so many sweet moments. #亲子时光 #FamilyFun]

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Growth isn’t about skipping the messy parts—it’s about learning to dance in them. Every stumble is a step toward becoming the version of you that matters. #GrowthMatters
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