Halal Investor

4K posts

Halal Investor

Halal Investor

@_HalalTrader_

Keeping it halal and sharing my research. You make sure to do yours as this is not financial advice.

Katılım Haziran 2025
152 Takip Edilen3.8K Takipçiler
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Halal Investor
Halal Investor@_HalalTrader_·
$MU Even after this run, Micron is the cheapest memory name and also the most technologically advanced. Pre-2025, Micron primarily served the PC and mobile markets. It had <20% margins, 3 month revenue visibility, and traded around 10-15x PE. Since 2025, Micron is primarily serving the AI data center space, with 69% margins and 2 year revenue visibility. And it still trades at 9x fwd PE. This means a huge re-rating is coming soon inshaAllah. I expect it to trade at an 18-20x PE minimum, which calls for a 2x in market cap based on 2026 EPS, with room to grow. It's the best risk/reward in the market imo, and is going much higher inshaAllah. PT $800.
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Halal Investor
Halal Investor@_HalalTrader_·
@petrakov47 I wish for you and your family what you wish for the Palestinians.
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Gezus
Gezus@petrakov47·
Nobody gives a fuck about worthless Palestinians. Not even other Arabs. “Pure money” what the actual fuck are you rambling on about? Jesus Christ dude, you’re not only a pussy but no wonder you’re a broke bitch too. Hopefully Palantir ends Palestine even sooner so I don’t have to read dog shit slop about it anymore
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Halal Investor
Halal Investor@_HalalTrader_·
We’re not the same. You worship money by all accounts, and we believe money earned should be pure. Cheering on a regime and population responsible for massacring Palestinians without a word of condemnation is not something to be proud of in a CEO. Maybe someday this guy will be affected by similar oppression that he’s presently indifferent to, and he’ll remember this post.
Gezus@petrakov47

Man, just when I thought this was a good account. Turns it’s out slop shit. Yea, I’m sure your moral compass is much superior. Jensen has a duty to shareholders: make as much money as possible. Israel has insane talent. Nvidia buys up a lot of Israeli companies. Know how many Arabic companies Nvidia has bought? 0. Why? Because they are talentless hacks.

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BRICS News
BRICS News@BRICSinfo·
JUST IN: Oil tanker operator paid Iran $2,000,000 for safe passage through Strait of Hormuz, Financial Times reports.
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Suppressed Voices
Suppressed Voices@supressedvoic·
🇪🇸Spanish PM Pedro Sánchez : "My stand is clear, i can't support war, and i am with people of Gaza & Iran. I am getting letters from across the world praising the stand of Spain. "
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Thomas_Tanks_Down
Thomas_Tanks_Down@ThomasL03031809·
@_HalalTrader_ Bro what? SK Hynix absolutely produces HBM in their own fabs. That is like saying Ford doesn't make the F-150 in their own factory.
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Halal Investor
Halal Investor@_HalalTrader_·
$MU produces HBM in their own fabs unlike Hynix, so they have more control over their processes. And it has to do with company culture too. During the memory glut, $MU really had to optimize their designs and processes to remain competitive. This practice continues on.
Ed@EdBIre1

@_HalalTrader_ Why do you think they are more efficient? It's an interesting insight...

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Halal Investor
Halal Investor@_HalalTrader_·
$MU Why I think Micron can 5x in 2 years - Micron just signed a 5 year contract. The only reason a company would agree to such a long term contract is if they think HBM and DRAM prices will keep increasing in the coming years. So Micron’s margin is going to be 90%+ soon and 2027 EPS should be 120+. That makes it a 3.7x PE company. A company with 5 year revenue visibility is not a commodity company. Even cloud providers typically have 4 year contracts. So Micron is more structural than the hyperscalers at this point and should command at least 20x PE. That’s a 5x increase in stock price! A PT of 2000 in two years is certainly achievable. This is a re-rate story combined with margin and TAM expansion - once in a lifetime opportunity here.
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Halal Investor
Halal Investor@_HalalTrader_·
Earning money is like watering plants. If the water is pure, the plant will be healthy and the fruits will be good. If the water is impure, the plant will be rotten and the fruits will be rotten too. Your money affects your character and the character of your kids. Be careful how you earn it.
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Halal Investor
Halal Investor@_HalalTrader_·
@nobodybutspirit @wey_how12640 $MU needs to rip higher before it can consolidate or get in sync with the market. Memory and optics have been insulated from the macro till now. We’ll need to monitor the PA to see if it’s different this time.
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Amigo
Amigo@nobodybutspirit·
@_HalalTrader_ @wey_how12640 Thoughts on how the current war climate and uncertainty/macro can effect it next few weeks? Do you see it ripping it regardless?
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Halal Investor
Halal Investor@_HalalTrader_·
$MU They’ll burn the calls and then rip it to 500. It’s coming soon inshaAllah.
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Halal Investor
Halal Investor@_HalalTrader_·
@Lidor_Ajam There’s historically been a gap in their PE ratios, but they’ve converged recently. That gap will widen once again after this print InshaAllah.
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Lidor
Lidor@Lidor_Ajam·
@_HalalTrader_ Micron and Hynix currently have the same market cap
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Halal Investor
Halal Investor@_HalalTrader_·
For folks asking why $MU trades at a premium to the Korean memory players - Micron’s margins are 81% while Hynix and Samsung are less than 50%. Micron is the king in efficiency - both in manufacturing as well as their product performance.
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Halal Investor
Halal Investor@_HalalTrader_·
Eid Mubarak! May Allah grant joy and contentment to all my Muslim brothers and sisters around the world.
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Halal Investor
Halal Investor@_HalalTrader_·
$NVDA is tainted and Jensen has no moral compass. It’ll come back to bite him for sure.
Yossi Farro@FarroYossi

Jensen Huang CEO of @nvidia on Israel: “I’ve been asked if we’re still committed to Israel. My answer: 100%. 100% in Israel. 100% behind the families.”

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🇦🇪 Rashid bin Saeed : راشد بن سعيد
🇦🇪 Rashid bin Saeed : راشد بن سعيد@BinsaeedRashid·
I'm currently in Dubai and the banks are getting weird. Citi and Standard Chartered literally evacuated their offices this week. Told staff go home, work remote. HSBC closed their Qatar branches. Hedge funds are in "contingency mode." That's a polite way of saying they're bricking it. Analysts are saying customers could pull out $307 BILLION if this goes on another month. $307 billion. Let that number sit for a second. Bank withdrawals are "elevated" — that's the official word. A guy I know who works at Emirates NBD told me they've had more wire transfer requests in the last two weeks than in all of Q4 last year. Iranian accounts? Those are getting flagged and frozen quietly. No announcement. The UAE central bank just launched their biggest support package since COVID. That's not a good sign — that's a panic button. People are moving money to Singapore, Switzerland, anywhere that isn't in Iran's flight path. The dirham is pegged to the dollar so it looks stable. But that peg costs money to defend, and everyone's watching it.
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Keşfet

@petrakov47 @ThomasL03031809 @nobodybutspirit @wey_how12640 @Lidor_Ajam @elonmusk @BarackObama @taylorswift13