Richard Ryan
4.2K posts

Richard Ryan
@YeccRyan
Politically homeless, In search of wisdom, Nobody’s hero, Human equivalent of a typo, struggling parent, Made many mistakes, Hopeful and optimistic tbh
New York City Katılım Eylül 2014
1.1K Takip Edilen447 Takipçiler

@Crime_In_NYC @nypost Will the police officer who shot Mr Griffin be charged?
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Anthony Griffin, the "maniac" (as described by the @nypost) who slashed three elderly people with a machete — while calling himself “Lucifer” — in an unprovoked attack at Grand Central Terminal this morning, and was shot dead by the police. Griffin had 13 prior arrests, including one for menacing with a sharp object.

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Counterpoint Research: Memory prices to rise further in Q2… Samsung’s Q2 results likely to improve further
According to Counterpoint Research's memory price tracker, memory demand relative to supply remains strong, with Q2 prices expected to rise over 80% for mobile and over 50% for PC. Samsung's earnings are projected to improve further in Q2, with 2026 full-year results expected to reach record levels.
Counterpoint senior researcher Choi Jeong-gu noted: "Samsung's strong performance is expected to continue for the foreseeable future. Memory demand is robust across the board, generating high margins in commodity DRAM, and this trend is likely to persist until supply expansion becomes visible around 2027. In HBM4, Samsung has solidified its leadership by adopting 1c-nano process core dies and 4nm foundry-based base dies, and it can be said to hold an advantageous position over competitors in the upcoming HBM4E as well."

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@norveclifinance That was a great call! I agree with your projection of $220-300
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Who else paid attention to Credo?
After my post, it went up around 15%.
My year-end target for $CRDO is still $200-300.
$CRDO
Norveçli@norveclifinance
Credo is one of the most underpriced AI infrastructure stocks right now. It operates across both optical and copper connectivity, two critical layers of the AI stack. The market still hasn’t fully priced this in. I’m building a heavy position in Credo. $CRDO
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@1GoodTradeaDay @AIStockSavvy Please no stock split, it will destroy the momentum and allow short sellers a door into crushing SNDK
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Why did one Micron insider sell 40K shares at around $346?
Do they know something the market still does not?
That is a fair question investors should be asking. $mu
Richard Ryan@YeccRyan
@norveclifinance These shares were sold on 4/1 for $346. Almost 20% below the current price of $420, that’s crazy, if April would have waited 10 days she would have made $5 million more on the sale of $68,000 shares.
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@fourptt @norveclifinance OK, Makes sense now! Selling right before the boom has to still hurt! Leaving $5mil on the table is sickening but I understand it’s a planned date so there is no wiggle room. Hard to anticipate a price a year before
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@norveclifinance They filed a year ago to sell on a specific date in this year. The rule applies to only insiders! Price had no bearing.
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@norveclifinance These shares were sold on 4/1 for $346. Almost 20% below the current price of $420, that’s crazy, if April would have waited 10 days she would have made $5 million more on the sale of $68,000 shares.
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@norveclifinance Wait for $435 later this afternoon, buybacks are impossible based on MU’s charter agreements. Insider selling is small and not related to anything IMO
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I defended Micron like an owner.
8 straight red days.
We asked for answers on Google TurboQuant.
We asked for buybacks.
No response.
Then insider selling.
And when the news came about ZeroPoint’s new system that could reduce memory demand by up to 70%, my desire to sell increased even more.
That destroyed my trust.
I’m selling all my $MU shares today.

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@norveclifinance Possible rotation from SNDK to MU, I’d short at 895
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They bought the 395 puts on Micron.
What do you think?
$MU
Flow God@FL0WG0D
$MU - $1.2 mill into these puts. Next week expiration
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If one bad trade ruins your port, you were never long for this game anyway.
I’ve literally made millions the first 4 months, and for the most part, you’ve seen me stay the same size trades and pay myself regularly. I sized up a little as I was hot and felt like I “saw the field well”, but never full ported. Never traded on tilt. Never oversized on anything.
And honestly my options port is trading on all profits at this point.
Playing with “house money” is how you want to trade anything short term.
The full port game only ends one way.
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@ProblemSniper MU is heavily shorted by hedge funds, should squeeze to ATH now,
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@smartertrader Samsung profits for the quarter were beyond any analysts measurement
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