Hari Sugiharto Lim

@TradexWhisperer Not sure why WallStreet doesn’t jump into it.

If you re-rate $MU and $SNDK to 17x forward PE $MU is $1,700 $SNDK is $2,650 It's called the "Embarrassment Case." The semiconductor sector average is 34x. 17x is only half. $DRAM Half the credit for companies building the Cognitive Capacity of AIs, the KV Cache.

It is somewhat priced-in, yes. But there are other variables not priced in, such as better cost efficiency, better production and yield rate, and the biggest of all, price increase. Micron will almost definitely increase price in not too distant future, given Samsung has increased the price by 100% in Q1. When that happens, it will just flow into profit and PE multiple.

Key quotes and highlights from today's JP Morgan Conference $MU $DRAM $SNDK "Our financial outlook has strengthened since our last earnings call. We're on track for another substantial record free cash flow in fiscal Q3. Our balance sheet has never been stronger, and that's underscored by multiple credit rating agencies actually from all 3 -- upgrades from all 3 credit rating agencies this year." "Demand continues to outpace our ability and the industry's ability to supply due to persistent structural factors." Tightness in HBM, DRAM, and NAND is expected to persist "well beyond 2026." Structural issues include slower node transitions, larger HBM die sizes, and longer fab build times. The AI boom is "still just getting started," with memory as "one of the biggest bottlenecks in the whole system." There's a shift to agentic/machine-to-machine workloads that are more memory-intensive, and memory is now a "strategic asset" for customers (higher performance/reliability directly improves model accuracy). On technology ramps: Micron is on track for 1-gamma DRAM and Gen9 NAND, with both expected to become the majority of bit output by mid-year. Yields are ramping faster than prior nodes thanks to AI-driven manufacturing optimization. On HBM progress: HBM4 production ramp is "running at twice the speed" of last year’s HBM3E ramp, with improving yields. It uses Micron’s 1-beta DRAM and in-house base die. Work on HBM4E has begun, with the first JEDEC-standard part ramping in 2027 Nothing short of bullish 🔥

@EvasTeslaSPlaid @Tesla What year? 2040?

Cathie Wood predicts Tesla stock $TSLA to reach $4,000. Thoughts? @Tesla

@elonmusk Amen to that!!!

True currency is steadfast friendship

@SawyerMerritt Is there anyone in the driver's seat?

Two Cybercabs spotted today on the highway near Tulsa, Oklahoma.

@tataalifa2 You are so stupid!!

Weukk

@GordonJohnson19 I would have more respect and believe you a little bit if you put your money where your mouth is. Talk is cheap.

So... two "robotaxis" avail. in Austin after 7 months of service (not to mention 9 crashes in just 5 months with an employee behind the wheel)... and this is something to "celebrate"? Is this a joke? Seems earnings are going to be REALLY, REALLY bad, no? $TSLA

Robotaxi is finally here!!!! Let’s go!! $tsla

@SawyerMerritt The more the number of Robotaxi with safety driver, the more Tesla lose money.

NEWS: Tesla now has 200 Model Y Robotaxis operating across Austin and the Bay Area. Number of Model Ys: • Bay Area: 158 • Austin: 42 This fleet of 200 vehicles is now generating an estimated $1.5 million to $2 million in revenue per month. Cybercab production is scheduled to start in less than 103 days Source: robotaxitracker.com/vehicles?area=…

@JOBhakdi I would be unhappy if I need the money before 2027. Time is money bro.

Thanks Cern! Think about it like this: Someone tells you that would will get a billion dollars by March 31st 2026. Then, the bad news: You will get the billion dollars by March 31st 2027. How much less happy are you? The delay doesn’t matter too much - what matters is that you get a billion dollars.

@squawksquare Then it’s time for you to buy.

$TSLA now back to lows from Friday delivery number. Took just 30 min to remove any gains in the past week.

@TheSonOfWalkley That would be a disaster!!!

BREAKING: GOLDMAN SACHS SAYS HUMANOID MARKET TO REACH $38 BILLION WITHIN 10 YEARS 👀 $TSLA Tesla will lead the way !

@Tesla It's now Dec 31 and Elon has promised unsupervised FSD this year. So, how is it going? Fulfilled promise or broken promise?

Slowly, then all at once

@MothershipSG What is wrong with this guy? What's the big deal about birthday cake and why is it so important to receive it in flight? Bring his own birthday cake if he wants. Duh! So narcissist and attention seeking!

SIA passenger, 36, 'very displeased' after request for birthday cake on return flight rejected bit.ly/4oPl1f8

@zhongwen2005 What's the point. They should be ashamed of themselves.

BNP Paribas Raises Tesla Price Target to $313 From $307

@wholemars Hahaha

I'm convinced that Tesla will sell their Optimus robot with a steering wheel. Think about it. The AI won't be able to do everything itself. Adding a steering wheel will allow us to sell Optimus in Europe much sooner.

Just sold and took the $16,500. Based on volatility today, I'll take the risk of getting a dip. $TSLA

@TeslaBoomerMama For those in Singapore using Tiger brokers, you can ask for the control number. It will take at least 2 days for them to provide you that number.

🗳️ worldwide Can I please have the attention of those who cannot vote as of today? Will ask you to fill out a short survey between Friday and Sunday, so we can make a push next week, but to best prepare, can you please TODAY or TOMORROW (Thursday, Sept 25) 1. Contact your bank / broker and ask for the control number for each account in which you hold TSLA shares. 2. if you get the number(s), vote on proxyvote.com (and smile) 3. if you don't get the number(s), ask why and note their response and put it Friday in the survey. This will help a lot.

@Jesse_Crypts01 @lilly_peters15 Cunnilingus. These are porn actresses