Laputa
1.5K posts
No … I didn’t make a gajillion dollars on this. Made great profit but I’m actually considering indexing because I fumbled this one far more than I should have. Sold it like 300 points ago and lost my chance to escape the underclass.
$MU now $700s JFC
Investor_NICK@Investor_NICK_
Go long HBM ... go long $MU and SK Hynix
English
LOL good thing I didn’t execute on this 🫠
Laputa@fcfyplusg
$plnt is pretty interesting here imo. People were out of their mind paying 40x for this last year but it is a good biz model and has scale. Tough to see mult compression at 20x
English
Also on memory stocks- ppl always want to talk about valuation and whether they’re “still cyclicals” 😂 who cares lmao
The only question that matters in the slightest: is news flow around 1-2yr forward demand/supply going to get incrementally tighter or looser in the next year?
Laputa@fcfyplusg
When stuff accelerates and goes up a lot it is hard to just sit still. People want to know when to sell, what’s next, when does it collapse. Bottleneck semi monopolies and oligopolies still have the best long-term thematic setup and it’s not even close imo
English
The NBA took the time to create an offensive flopping rule and they don’t use it at all. They can simply utilize it- If people flop 2x in a game, ban them from the next game. This is such a simple problem and simple solution. No wonder everyone is going insane from watching this
English
This is unwatchable. How has the NBA not done anything about this after it keeps getting worse? So embarrassing
BrickCenter@BrickCenter_
SGA is flopping on EVERY PLAY 😭
English
Eisman actually openly short FICO rn. First time he’s talked about shorting in a long time. Talks about it briefly at 5:50
youtube.com/watch?v=osKrww…
YouTube
English