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Aadit Mehrotra
235 posts
Aadit Mehrotra
@aadbinges
SYDE Alumni @ UofWaterloo | Crypto Investor Using AI to help big tech justify AI Capex :P
Toronto Katılım Ocak 2019
147 Takip Edilen51 Takipçiler
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@WOLF_Financial Is Wednesday inflation print the décider for this quarter ?
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@aadbinges if you knew anything about $AAOI you would know its not suitable to value it at a fpe basis
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@Gubloinvestor Do you think it’s possible that SPY and QQQs might dip but the semis and AI trade still hold?
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I am not going to take it since all of them are telling us to take profit because BEAR MARKET RED FLAGS multiply.
They all know BEAR market is coming
They all know Crash is coming
Yet
Every dip is getting bought and market is making new all time high every other week.
Polymarket@Polymarket
JUST IN: Bank of America warns investors to “take profits” as bear-market red flags multiply.
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My son is 5.
I have two options for his future:
A) Put $50,000 into S&P 500
B) Buy 1 Bitcoin and forget about it for 15 years
Which one are you choosing?
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@FeroceResearch Curious how you are playing it long $SLV calls or just buying $SLV ?
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@aadbinges there is a risk for anything in the market + any of my other themes i have invested into
i just happen to believe the catalysts connected to silver outweigh any risk
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“Sell your Silver bro it’s the end of metals cycle”
GIF
Feroce Research@FeroceResearch
“Sell your micron $MU bro it’s the end of memory cycle”
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@FeroceResearch Loved the $ALAB post but sold a bit early do you think $CRDO or $ALAB is a buy today?
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couple weeks ago I made a post that the market was bidding up Credo $CRDO and Astera Labs $ALAB like they were the next mid-large cap memory storage names
maybe people thought i was exaggerating,
but connectivity and CXL are quite literally getting bought up as the next biggest bottleneck to the infrastructure that memory has created
these names are directly getting attached to memory, the largest industry in world at the moment
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You are right but for the next year if i had to bet which stock will outperform from today then it’s $MU
Obvs the answer might change if you’re looking at a 5-10 year horizon but memory market is concentrated and $MU is the strongest US company to benefit.
Also, I love $NVDA but with $GOOG $MSFT $AMZN working on their own chips their Gross margins will compress too
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@aadbinges $MU is hard to tell cuz there’s no way to tell when the memory demand will slow or they will lose the pricing power
But yeah it doesn’t seem overly expensive still if demand stays
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Which Chip powerhouse would you rather buy at today’s prices?
$NVDA at $208 (21x fwd P/E)
or
$AMD at $494 (56 fwd P/E)
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@SchwartzFinance Bought a bunch on Friday but tbh i think it’s cheaper than $NVDA if i had a binary choice i would buy $MU today than $NVDA
$MU still FPE 9-10 but people complain that it’s cyclical
but think about it that’s what they said about $NVDA in 2023
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@SchwartzFinance Yup below 200$ is a good time to start a position but atm opportunity cost is high with names like $MU or photonics so would rather wait till October when we see a little unwind of the AI trade
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@aadbinges Good buying level around $200 though don’t you think?
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I like $NOW but is it really $240 today ?
No -
$240 = 2x+ jump (~$250B cap).
TTM rev $14B, trailing P/E 71x
(EPS ~$1.7), fwd P/E ~29x on 21-22% growth.
FY26 sub rev guide $15.75B.
Even $275-600B TAM ambitions = <3-5% share.
Growth decelerated from peaks; AI ACV ramping but unproven at scale.
Peers (CRM/WDAY) trade lower multiples for similar growth. Assumes perfection—no room for macro/IT spend risks.
Maybe 20 years down the road but not today
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Will tweet that $IREN is headed to $100 every day until it gets there.
And honestly, I think it ultimately goes much higher.
This has been the ultimate patience test while basing for months, shaking out weak hands and testing conviction.
But bases create breakouts, and it feels like the next major leg higher is getting very close.
Chris@StonkChris
$IREN looks about as clean as it gets on the weekly timeframe. Price broke above the long-term downtrend resistance line, came back to retest the breakout zone, briefly wicked back into the weekly cloud, and has since started to bounce higher. The technical structure here remains incredibly constructive, with the breakout level now acting as support and momentum beginning to rebuild. To me, this still looks like a stock that's getting ready to start cooking with gas here very soon on its next leg higher to $100+. One of my favorite charts in the market right now.
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@Brownmoose Agreed that’s why accumulating post October would be ideal imo
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@aadbinges $HOOD and $SOFI are following a similar price action heavy linked to BTC
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@FeroceResearch If you have some time see the comparison of 1973 vs 2026 for $SLV and gold … feels like history might rhyme
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@aadbinges My post was actually be about silver lolll way to go with the spoiler alert
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This post had literally marked the bottom of micron before its record breaking trillion dollar run the following weeks
thinking about making this same post for another name out there which everyone is doubting
Feroce Research@FeroceResearch
“Sell your micron $MU bro it’s the end of memory cycle”
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@Brownmoose Would prefer $HOOD instead if rates improve with the backdrop of a crypto bounce and their agentic ai products
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@aadbinges Yes that setup can take time to confirm for higher target however TA wise this could still be a sweet spot with a following
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