JC Mralc

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JC Mralc

JC Mralc

@hima_peco

Katılım Nisan 2017
41 Takip Edilen28 Takipçiler
JC Merlo
JC Merlo@itsjcmerlo·
1:27pm CST $NOW Starts rising into green and $MU starts dipping Inversed Scared money is hiding in Software to see what this $SKHY offering does tomorrow Can track it down to the time and everything
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JC Merlo
JC Merlo@itsjcmerlo·
“WON’T $SKHY DRAG DOWN $MU?” No. They rally together. And here’s why the people asking that are looking at it completely wrong👇🏽 First, kill the $COIN comparison. It’s not even close. COINBASE was a company going public for the first time… a brand new public entity handing you shares and hoping for the best at the top of a hype cycle. $SKHY is a $1 TRILLION, 40-year-old memory giant that is ALREADY public. It trades in Seoul right now (000660). You could already get exposure through ETFs today. This Nasdaq debut isn’t a private company cashing out at the peak… it’s SK Hynix walking into the deepest capital market on earth because the AI memory boom is barely getting started. And the demand tells you everything. Largest foreign listing in HISTORY. Rivaling Saudi Aramco. Priced at $149 an ADR and 7x oversubscribed. That is not a bubble top begging for buyers. That is a stampede to get IN. Now the part everyone misses: American companies get American multiples. SK Hynix has been buried under the “Korea discount” for years. #1 in HBM. $NVDA favorite supplier. More HBM share than $MU And STILL priced cheap, purely because of WHERE it traded. Put that exact company on the Nasdaq and it re-rates UP. So ask yourself: when the #1 memory name in the world re-rates higher on US soil… what happens to the name sitting right next to it in the same comp group? $MU has to follow. The whole group gets dragged UP, not down. A higher SK multiple = a higher floor for Micron. That’s not hope. That’s how relative value works. Look at the charts. They are moving at the hip. Don’t get it twisted. Tomorrow, they both rally
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JC Merlo
JC Merlo@itsjcmerlo·
SWING TRADERS SWING FOR THE FENCES $MUU $MU Now remember I borrowed 250k from cousin Greg who wants his money back once he found out what I did with it Hi 👋 Greg it’s for the good of humanity So 250k of that isn’t mine, I think I’ll sell his portion EOD or EOW? The plan was always July 10, so Greg just became a bag holder with me… or I’ll let the public decide
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JC Merlo
JC Merlo@itsjcmerlo·
30 bucks until Burry is in the hole $MU retail buyers pictures below 👇🏽 $MUU with margin buyers, you are not sane but welcome to the party 🎉
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JC Merlo
JC Merlo@itsjcmerlo·
Everyone saw $MU dump 23%. Almost nobody saw what the tape did today. 🔊 Korea topped Jun 18. Micron followed Jun 25. Now watch who leads the recovery. $SNDK +6.9% • $NVDA +3.7% • $SPY red. The map, in my POV, for the next 5 trading days for $MUU and friends
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JC Merlo
JC Merlo@itsjcmerlo·
Look at $NOW see how it dipped with $MU rise? Yup 👍🏽
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JC Merlo
JC Merlo@itsjcmerlo·
Im going to tell me kids “There were signs” We are now officially naming this the JC SWIGGLE when you see that? It’s MUUN $MUU $MU $SNDU $SNDK
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JC Merlo
JC Merlo@itsjcmerlo·
Idk what’s more annoying right now The Koreans or the Iran war K orean O ver S pending P aychecks I ndefinitely Really tired of us having anything to do with them at all smh 🤦🏻‍♂️
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JC Mralc
JC Mralc@hima_peco·
Transform your work desk into a calm, productive zone with just a small potted succulent, a wireless keyboard, and a neat notebook—less clutter, more focus!
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Precise Market Analysis
Precise Market Analysis@lindigreene·
Found the perfect shareable snack! Crunchy honey butter chips hit different when split with your favorite people Who’s grabbing a handful first
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