Old School Investor 💎

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Old School Investor 💎

Old School Investor 💎

@WatcherStock

Individual investor, tweets are personal and no investment advice!

Amsterdam, Nederland Katılım Temmuz 2013
112 Takip Edilen661 Takipçiler
Old School Investor 💎 retweetledi
JC Merlo
JC Merlo@itsjcmerlo·
$MUU $MU 🚨 $C CITI added Micron to its 90-Day Upside Catalyst Watch. Buy, $1,400 PT. Their catalyst: 2H26 DRAM pricing keeps ripping on AI + server demand. Citi sees DRAM nearly tripling next year. Street avg ~$1,560, Cantor & Barclays at $2,000. But here’s the leg nobody’s pricing: MU’s buybacks are still capped by its CHIPS Act funding deal through end of 2026, basically dilution-offset only. That cap starts loosening at year-end. And this administration has repeatedly cut fast, bespoke chip deals ($INTC stake, $NVDA H20). If Micron lands buyback relief on top of the DRAM cycle, that’s a second catalyst the Street isn’t modeling yet. BofA has floated as much as ~$31B in repurchases for FY27. DRAM upcycle + a capital-return unlock. Watching both. I think this is the Trump Sanjay deal that has been cooking
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU $SKHY SK Hynix Chairman Chey Tae-won: “It took us 9 years for us to create a cluster in Yongin. Also, a chip factory requires massive land, power, water and talent.” 9 years. And somehow bears think supply shows up overnight.
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Driekus Vierkant
Driekus Vierkant@driekusvierkant·
De NOS gaf ineens een hele eenzijdige en onjuiste draai aan een rapport over erfbelasting: driek.us/2026/07/11/erf…
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Old School Investor 💎
Old School Investor 💎@WatcherStock·
Vijlbrief staat symbool voor alles wat fout is aan NL overheid 1. Niet aanpakken feitelijke problemen als woningbouw 2. Niet nadenken over inkrimping overheid 4. Alleen maar meer belastingen en demotiveren ondernemers die het geld verdienen dat hij uitgeeft! Ontsla die vent!
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Old School Investor 💎@WatcherStock·
@bashoornnl 🎯 Overheid mist het punt dat welvaart ergens vandaan komt. Inzet en ondernemerschap zou gestimuleerd moeten worden. NL voelt als Zimbabwe. De voorraden van de boerderij leegeten en de boerderij in de fik steken. En dan op naar de volgend boerderij…
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Nick Knight Stand Tracker ♟
Nick Knight Stand Tracker ♟@NickKomodina·
I am 45 years old and serve as a manager at the European Central Bank Headquarters. With 20 years of experience in fund management, my annual salary is 1.83 million. My July advice: $MU (Micron Technology) — Don’t buy $SNDK (SanDisk) — Don’t buy $AVGO (Broadcom) — Don’t buy $MSFT (Microsoft) — Buy at $385–$395 $MRVL (Marvell Technology) — Buy at $240–$246 $AAPL (apple) — Buy at $301–$310 $PLTR (Palantir) — Buy at $121–$130 People ask, “Why don’t you charge?” I’ve made enough. Sharing is my passion — that’s why I post for free.
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$SNDK $3,000. $2,500. New PTs Holy Structural Shit
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU CFO: "We intend to increase our capital return. Over time, we expect to return 100% of our excess cash to shareholders." Analysts: "So you’re saying 100% will go back to shareholders. I assume the vast majority of that is in buyback...” $MU CFO: “We will hold what we believe is appropriate excess cash. We’ve always said that we intend to grow the dividend over time. You saw us do a 30% increase recently, but the principal capital return we have will be share repurchase."
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Old School Investor 💎@WatcherStock·
$MU and $SNDK are the 🇺🇸 memory players of the AI revolution 💪 New ATHs in the cards
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU $DRAM $SNDK Nobody is talking about Micron's Automotive/Embedded segment. 71% QoQ growth. $2,708M to $4,634M in one quarter. L2+ vehicles require 5x the memory of an average vehicle. That mix is more than doubling this year to 20%+ and expected to exceed 40% by 2030. Now layer this on top: humanoid robots carry 10x the memory of an L2+ vehicle. That demand cycle begins later this decade and SUSTAINS for multiple decades. 5x for autonomy. 10x for robotics. Physical AI Incoming. Buckle Up
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Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
Tim Cook (Apple $AAPL) CEO complaining about memory prices is laughable. In 2022-2023, the memory industry was experiencing a downcycle and Apple, one of the largest buyers of memory back then, squeezed out memory producers. Memory producers like Micron $MU were forced to sell memory below their average cost, making billions of dollars in losses. As a result, funding CapEx to increase supply was made impossible in that period, aside from the fact that there was no visibility on enough demand to warrant building new fabs. Now, the tables have turned. Memory is now in an unprecedented shortage and supply will not come online fast enough. When the market conditions favoured Apple, they were more than happy to squeeze out memory producers. Now that the market conditions have turned against them, suddenly the blame goes on memory producers.
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Jordy Beuving
Jordy Beuving@BeuvingJordy·
Agentic AI market exploding
The Kobeissi Letter@KobeissiLetter

The agentic AI market is exploding. New research projects the AI agent market will grow from just $8 billion today to nearly $300 billion annually by 2035. But, as AI agents become more powerful, one major limitation remains: Memory. Today's AI agents can reason, code, and write, but they still struggle to remember information across sessions and understand relationships between data. A new category of infrastructure companies is now emerging to solve this problem. The next race in AI may not just be building smarter models. It may also be building AI that remembers.

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Old School Investor 💎
Old School Investor 💎@WatcherStock·
@vvd @VVDEersteKamer Zorg dat geld belegd wordt in NL en de EU. Zo creëer je waarde… Ipv alles op voorhand kapot belasten in #box3 en elk initiatief doodslaan. Kom in actie!
Marcos Agustín@marcosagusstinn

🇪🇺 Europe must actively redirect household savings into European equities. EU household wealth grew only 55% between 2009 and 2023, versus 151% in the US, partly because Europeans invest far less in equities. Half of euro-area households’ equity holdings finance companies outside the EU The strongest incentives are tax advantages (55.6%), accessible investment products (53.5%) and financial education (52.3%). Europe needs tax-advantaged accounts, investment education and simple products supported by a real Capital Markets Union. This would unlock trillions in financing for European companies and multiply household wealth over time.

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Keşfet

@bashoornnl @NickKomodina @grok @BeuvingJordy @elonmusk @BarackObama @taylorswift13 @cristiano