DewmBoom

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DewmBoom

DewmBoom

@dewmboom

Knowledgeable & Visionary. Deep Dive DD on stocks invested in. DO NOT receive any form of compensation for my tweets. Not a financial advisor. PATIENCE is 🔑

Katılım Aralık 2020
951 Takip Edilen5.2K Takipçiler
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DewmBoom
DewmBoom@dewmboom·
What's Next for the War with Iran: Ground Invasion? Without a ground invasion, there will be no regime change. Take Lebanon as an example: although most Lebanese want Hezbollah out, it is impossible to remove them without a ground invasion—whether from Israel, Syria, or both combined. The same applies to Iran. At the end of the day, we may feel good about the airstrikes and other operations, but it will simply be kicking the can down the road. Iran has abundant natural resources, human capital, and technological know-how to regroup—and potentially return ten times more lethal.
DewmBoom@dewmboom

A US war with Iran serves the national security interest of 👇🏼 (high to low): 1- Israel 2-Saudi Arabia 3-UAE 4-Lebanon Other Sunni countries like Turkey, Qatar, Egypt, Syria & Jordan also benefits. War is Imminent! Who’s paying? Is faraway Iran an imminent threat to USA?

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DewmBoom
DewmBoom@dewmboom·
If we are serious and can justify an all out war against Iran, here what we should do first: 1. Ask Congress to support the war 2. Ask Congress to fund the war 3. Ask Congress to cap oil ($80 per barrel) & natural gas ($3 per MMBtu) for US consumption until war ends.
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Micron Technology
Micron Technology@MicronTech·
We’re proud to kick off Micron’s first-ever Community Week in Central New York with new investments across the region. Through the Green CHIPS Community Investment Fund, these investments support housing, transportation, childcare, workforce development education and more as progress continues on Micron’s megafab project in Clay. Micron Community Week reinforces our commitment to expanding access to STEM learning and career pathways that will inspire the region’s future innovators. Next week brings our partners, educators, and neighbors together to celebrate what’s possible when we invest in opportunity. Learn more: most.org/micron-week #STEM #CommunityImpact
Micron Technology tweet media
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Jim Cramer
Jim Cramer@jimcramer·
Relentless give up.. Oil up, rates up, stocks down. A short-seller's paradise!!!
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DewmBoom
DewmBoom@dewmboom·
It looks like $MU is heading to hit the red again before trading ends. The minute it hits red, I will buy more.
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DewmBoom
DewmBoom@dewmboom·
$MU has by far the lowest forward P/E in the S&P 500! @MicronTech is an American company that is a clear outlier! Why? Because Hedge Fund Managers can do it!
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DewmBoom
DewmBoom@dewmboom·
Before we start a new phase of the war w Iran in 10 days or so, Congress should cap the price of oil and natural gas produced in the USA. We don’t import natural gas & import only 6-8% of oil. Why should Americans pay high energy prices if it is all produced in our backyard?
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DewmBoom
DewmBoom@dewmboom·
My only green stock today is $MU. Would that last until the end of trading day? I like it to decrease one more time to complete my last chunk of adding more shares.
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DewmBoom
DewmBoom@dewmboom·
While $AMD is focusing on GPU, they start realizing that they own a gold mine called CPU 🔥
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DewmBoom
DewmBoom@dewmboom·
$MU: A new Case Study. The company said our business is booming. Their Q2 revenue was higher than analysts predict for Q3. Yet, share price went down due to hedge fund managers shorting, and 10s of articles were posted to justify the price decrease using nonsense scare tactic.
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DewmBoom
DewmBoom@dewmboom·
@PouringDollars No way. You will cap the price at a super profitable price level for the industry to continue to thrive. $80 dollars per barrel is plenty of money for them. We did not start the war for them to simply make free money.
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Pouring Dollars
Pouring Dollars@PouringDollars·
@dewmboom Government putting price caps on oil will damage the whole fracking supply chain in a way that it will take much longer for it to recover, even after Iran war Not worth the price.
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DewmBoom
DewmBoom@dewmboom·
$RVI sell volume today. Trading volume already 49% higher than the 10-Day moving average. Long & Strong 💪
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Jonah Lupton
Jonah Lupton@JonahLupton·
Lots of debate this days on what $MU revenues and earnings will look like over the next 3+ years. Right now $MU is in the middle of the FY2026 (ends in August) and then FY2027 would go from September 2026 through September 2027. Currently, analysts are looking for $MU to report $57 of EPS in FY2026 and $98 of EPS in FY2027. Over the next 4 quarters $MU is expected to report $91 of EPS which means $MU is currently trading at less than 4x NTM EPS. The crazy part is looking back 3 years. If we go back to 2023 Q1, analysts were only looking for $7.15 of EPS in FY2026 and $7.60 of EPS in FY2027. This means the analysts were likely off by more than 1,100% on their FY2027 estimates. This is why you can't invest based on the sell side because they are always years behind on the biggest opportunities.
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DewmBoom
DewmBoom@dewmboom·
@PouringDollars Huge Difference between now and the 1970. I am glad you brought it up. We now export natural gas and we even export half of the oil 6-8% that we import after refining. That is why we don't have shortages. We have plenty of energy resources for domestic consupmtion.
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DewmBoom
DewmBoom@dewmboom·
$MU is not reassessing anything & ignoring the noise. They are moving forward with their plans. Memory Fab. Expansion and paying off debt. They will generate $20B in net in Q3. Micron Reassesses AI Memory Outlook As TurboQuant And SK Hynix Reshape Sector finance.yahoo.com/markets/stocks…
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