@eldarstweets @grok do your best to break that down as a % of spending to each beneficiary company
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Hamid
15.1K posts
Hamid
@hamids
Founder/CEO of Savvy Trader & Earnings Hub CoHost of BuyHoldRant Podcast: https://t.co/sW4vyFRkwS My portfolio & trades - near realtime: https://t.co/laiDRy7QmD
Scottsdale, AZ Katılım Eylül 2008
1.3K Takip Edilen30.5K Takipçiler
This chart is 🤯🤯🤯
Also, all 4 companies have referenced rapidly increasing memory costs as a major reason they needed to increase their spending even more than they had planned. This seems extremely bullish for $MU, but what do I know!?
TheStockGuy@TheStockGuyTV
This is beginning to look like Banks in 2007
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@DeepIceValue Let's assume there was no such thing as historical pricing and you couldn't look up historical prices.
Now, based on what criteria does a "Deep Value Investor" think $MU is overpriced?
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You can be sure there is no competition in the investing game when people are trying to convince you that $MU going up 571% in 1 year is normal.. 🤦♂️🤦♂️
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@JonesLee1231977 OF COURSE. $NVDA since 2016. $MU large position recently at $328
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Yes but it’s not quite “as” interchangeable. If you swap NVDA chips with TPUs, you have to code to the TPUs and change your software. You don’t have to change anything by switching memory providers.
Don’t get me wrong I think it’s incredibly dumb for market to price $MU the way it’s pricing it. But I don’t expect NVDA like pricing.
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@hamids @WolfOfWlthSmple Couldn’t you make the case that Nvidia’s offering is also kinda becoming interchangeable with TPUs, Trainium, AMD GPUs, and other custom silica gaining share? .. if anything - Micron only has to compete w SK and Samsung
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Someone in my Savvy Trader community asked if I have concern that $MU would be priced like $NVDA, where the market has high expectations but then isn't truly rewarded for it?
My Response:
If $MU was priced like $NVDA on a Forward PE basis (MU is 6 vs. NVDA at 25), $MU would be priced at $2,000+ per share.
You tell me. Should I be concerned?
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To be fair, I don't think $MU deserves $NVDA-like multiples, but it should get at least 1/2 and NVDA itself might be undervalued.
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@CyberWagen Learn something new every day! I hadn't even thought to look for settings for that button!
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@DeusSapis So when Enron's stock was skyrocketing for years, that management team was extremely trustworthy based on your methodology, right?
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@frankser We talked about $RIVN right before the earnings here: youtube.com/live/yNyAzaDep… (link should already start at 1:05:16 into the video)
YouTube
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@WolfOfWlthSmple Only because $MU's products are interchangeable with their competitors.
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@hamids Why shouldn't it be priced like $NVDA?
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And yet $META is growing faster than all of them! What are the others doing wrong?
Daniel Romero@HyperTechInvest
The market is much more confident that $GOOG and $AMZN will achieve a strong ROI on capex than $META $META has the weakest positioning (no cloud), a history of wasting money (Reality Labs), uncompetitive in-house models, and no direct tie to Anthropic/OpenAI growth
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@mattiademichel Yes, you have to avoid comparing the numbers in order to devalue $META over the others.
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@hamids I dont think it is fair to compare those 3 companies on just the numbers. Amzn+goog provide compute at scale. Meta does not (yet?!)
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@TristanCPDT And yet somehow they managed to have $56 Billion of revenue, growing at 33%, faster than Microsoft, Google, Apple and Amazon!
Imagine what would happen if they succeed!
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@hamids Company literally named after a failed side project. Youth aren’t using FB.
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$META is executing flawlessly, has the fastest growth rate amongst $MSFT, $AMZN, $GOOGL and $AAPL, and is priced cheaper than all of them on PE. Sometimes you just have to shake your head at the market's moves.
Shay Boloor@StockSavvyShay
Absolutely wild that $META lost $160B in market cap after raising CapEx by just $10B even though the business posted some of its strongest growth metrics in years: • Fastest revenue growth in ~5 years at 33% YoY • Ad impressions grew 19% & Ad pricing grew 12% (rare combo) • Reels time spent rose 10% from Instagram ranking improvements • Q2 guidance came in stronger than expected at up to 28% growth • Updated ad models drove a 6% boost in landing page view conversions • Facebook video time rose more than 8% (largest sequential gain in 4 years) • WhatsApp monetization is scaling with Family of Apps “Other” revenue up 74% YoY
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@DogeRomeo It's easy to get jaded in this way, but complex systems behave in highly unpredictable ways.
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In Intelligent Investor Graham asks the reader to imagine that they are one of the two owners of a business, along with a partner called Mr. Market. The partner frequently offers to sell their share of the business or to buy the reader's share.
Mr. Market is what today would be called manic-depressive, with their estimate of the business's value going from very pessimistic to wildly optimistic. $META stock move today is a great example of Graham's concept.
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