jb

1.7K posts

jb

jb

@jbmylr

Katılım Eylül 2022
40 Takip Edilen23 Takipçiler
Dean Marantis🇺🇸🇬🇷
Dips are the best! Especially when you know a stock is sitting at the epicenter of a structural and fundamental change! We are so early! #MU
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jb@jbmylr·
@Deenobrown123 Give your opinion please. Do you think it is good to add more today to average down my price from $750 or better non? What do you think happens on earnings call? Thanks
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jb@jbmylr·
@_HalalTrader_ When is re-rating happening? After June earnings?
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Halal Investor
Halal Investor@_HalalTrader_·
$MU They keep manufacturing topping candles to shake you out. But it’s a company with <7 fwd PE, re-rating to secular. So technicals don’t matter much. It’s going higher InshaAllah!
Halal Investor tweet media
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Rich Chiu
Rich Chiu@RichChiu6·
jo, again disappinted by your view on the tesla-spacex merger. rather than being a massive bullish catalyst for tesla as claimed by you, the 1-to-1 merger could actually be a significant downside risk for tesla shareholders. first, the assumption that spacex's higher valuation will pull tesla up ignores the mechanics of an IPO. if spacex goes public soon, its initial high valuation will likely be driven by a massive supply-demand imbalance, as demand from retail investors and passive index funds vastly outpaces the available float. once the lock-up periods expire and insider shares flood the market, that artificial scarcity vanishes. if tesla is pegged 1-to-1 with an asset that starts experiencing a post-hype valuation correction, spacex will act as an anchor dragging tesla down, not a magnet pulling it up. second, the two companies have diverging duration profiles. right now, they are at completely different stages in their capital and monetization cycles. tesla’s duration profile is actively improving. with the robotaxi network ramping up, we are entering the harvest season. on the other hand, spacex is moving in the opposite direction. while starlink is a great business, the new "orbital datacenter" narrative is highly capital intensive and years away from maturity. it is essentially a pie-in-the-sky story for the next 3 years. the bottom line is, if a 1-to-1 merger happens, tesla shareholders are essentially being asked to trade a stake in a company that is finally realizing its long-awaited autonomous cash flows for a stake in a company that is burning billions to build out space infrastructure. it is entirely plausible - and i'd argue highly probable - that over the next 3 years, tesla’s valuation goes up organically based on real robotaxi revenue, while spacex’s valuation stagnates or even declines substantially. the more i think about this merger, the more certain i am that i will vote against it, based on both short-term and long-term reasons. what if tesla can acquire a much smaller spacex in the next hiking cycle(a highly possible scenario in the next 3 years) with tesla shareholders retaining the majority ownership of the merged company? if elon musk doesn't want to trade short-term loss for long-term vision, which is the exact argument currently sold by those manipulators, so be it and let the two companies remain as separate entities. also, i can now clearly see there is a systematic and coordinated push by those manipulators. they first tried to sell the plot of spacex acquiring tesla with a premium of only 20-40%. likely due to the strong pushback from retail investors, they are pushing for the so-called merger of equals. however, by just using common senese, these manipulations can be seen through as a direct hit to tesla shareholders' interests. i am deeply disappionted that even jo appears to be siding with the manipulators, abandoning his typically cool, analystical approach.
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AJ BS
AJ BS@wheezyrabbit·
@alojoh @elonmusk @tyler you got margin called. your little man syndrome ego can’t handle it. you don’t even have the best subscription for financial advice on x. you are mediocre and you know it
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU just closed the day as a $900 Billion company. $DRAM SK Hynix: $950 Billion $1 Trillion: Inevitable
Trade Whisperer tweet media
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jb@jbmylr·
@yovann20516221 @NickSchmidt I am doing it now, but it is damn scary because having $MU at $750 doesn’t feel comfortable right now. And also mood changing around and people talking about Market Crash. Any thoughts? Thanks
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yovann
yovann@yovann20516221·
@jbmylr @NickSchmidt He probably means: If you always fear a correction so you dont invest, what happens if you are wrong? In a bull market, prices always seem too high to buy, but they may very well keep going higher. Dont predict. Trade the trend
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Nick Schmidt
Nick Schmidt@NickSchmidt·
A bubble is just a really strong bull market
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JEFE TRADES 🔪
JEFE TRADES 🔪@JEFETRADES·
@colin_gladman The wild part is that everyone hated $NVDA when it did this but everyone loves $MU Pretty wild lol
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jb@jbmylr·
@gregory_FTA Hey Gregory, do you think we can have a market crash soon? What are your thoughts about this? Thanks
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Gregory, FTA
Gregory, FTA@gregory_FTA·
Some solid baskets to park cash on pullbacks. My favorite is $DRAM of course, but also like $AIPO and $AIS. Worth exploring the holdings of each.
Michael | Hypermarkets@itsmichaelluu

$SOXL is up 1500% since CHATGPT started in 2022. 1 month ago, $DRAM (memory ETF) launched and its up 100% (this one you're super early). Here's the easiest way to 10x-20x since there's 10 super ETFs in AI: 1. $CHPX → AI semiconductors and quantum chips powering the next generation of compute. Now: ~$90 | 5-year target: ~$500 2. $AIQ → Broad AI and big data exposure including the memory chipmakers most funds ignore. Now: ~$62 | 5-year target: ~$720 3. $BOTZ → Robotics and automation bringing AI into the physical world. Now: ~$42 | 5-year target: ~$120 4. $SOXL → 3x leveraged semiconductors for those with high conviction on the chip supercycle. Now: ~$177 | 5-year target: ~$1200 5. $DRAM → Pure-play memory chips, the critical bottleneck for AI training and inference. Now: ~$53 | 5-year target: ~$700 6. $DTCR → Data center REITs collecting rent from hyperscalers spending $350B on AI build-out. Now: ~$30 | 5-year target: ~$150 7. $AIPO → AI power infrastructure. Grid upgrades, energy generation, and data center operations. Now: ~$33 | 5-year target: ~$250 8. $GRID → Smart grid modernization. The global power network being rewired for AI demand. Now: ~$200 | 5-year target: ~$800 9. $PAVE → Physical construction. The contractors, materials, and equipment building it all. Now: ~$58 | 5-year target: ~$150 10. $AIS → Full AI supply chain mapped from the ground up using a Bill of Materials approach. Now: ~$64 | 5-year target: ~$180 11. $TCAI → Hard AI infrastructure. Compute, power, networking, and contracted cash flows. Now: ~$49 | 5-year target: ~$300 12. $CHAT → Generative AI pure-play actively rotating into the companies winning the software layer. Now: ~$87 | 5-year target: ~$320 Listen carefully, pick 3-4 you like then buy and hold. My favorite one is $DRAM and $SOXL. You're still super early because AI will last about 12-15 years. ♻️RESHARE this post and make 1 comment and I'll DM you the option contract to buy for FREE.

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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
When $QQQ exits the Keltner channel to the upside, it tends to ride up on the outside of the channel for about 18 months before breaking down inside the channel for a correction.
Cantonese Cat 🐱🐈 tweet media
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jb@jbmylr·
@blondebroker1 Do you think we are in a Market Crash or very soonish? Thanks
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Real Blonde Broker
Real Blonde Broker@blondebroker1·
Couple weeks ago I mentioned $AAPL is on its way to $300. Only $5 left 😊
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Gublo 🇨🇦
Gublo 🇨🇦@Gubloinvestor·
My entire TFSA is $MU I bought it today.. i am all in..
Gublo 🇨🇦 tweet media
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jb@jbmylr·
@TradexWhisperer @MicronCEO In a market crash, do you think $MU would fall to $300 range ? Do you thinks it’s in this range the market? Thanks
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Trade Whisperer
Trade Whisperer@TradexWhisperer·
$MU $SNDK $DRAM @MicronCEO The "Memory/Storage" label undersells what these companies actually do. These are Cognitive Capacity Companies. The Inference Foundation of AI. AI intelligence is not just about the model. It is about how much the model can hold, reason over, and retrieve at any given moment. That ceiling is set by three layers: 1. KV Cache (HBM) The most critical pressure point in agentic AI today. During inference, attention keys and values are stored in HBM. A larger KV cache means the model does not have to recompute prior context. That is what makes long context reasoning fast and economically viable at scale. No HBM, no agentic AI. 2. Active Reasoning Layer (HBM/DRAM) This is where inference lives. More bandwidth and capacity means the model can attend to more tokens simultaneously, which directly improves reasoning depth, multi-step problem solving, and coherence across long conversations. This is not a performance luxury. It is a cognitive constraint. 3. Knowledge Retrieval Layer (NAND) RAG systems pull from NAND to give models access to knowledge that cannot fit in the active reasoning window. As AI moves from single-turn responses to persistent, multi-session agentic workflows, NAND becomes the long-range intelligence layer of the entire stack. KV Cache is where inference speed is won or lost. The active reasoning layer is where depth is determined. The knowledge retrieval layer is where scale is unlocked. Cognitive capacity is the ceiling of AI intelligence. These companies build that ceiling higher with every generation. The market still prices them as commodity suppliers. The inference foundation they provide says otherwise. Buckle Up For The Transformation Journey
Trade Whisperer tweet media
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jb@jbmylr·
@FeroceResearch What do you think of a market crash? Is it not far or already here? Is $MU a buy at $750? Thanks
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Feroce Research
Feroce Research@FeroceResearch·
Micron is outpacing Sandisk at a rate we have not seen in months. I continue to keep mentioning for weeks now, there is some market entity that is moving Micron $MU at a pace we have not seen in months. This entity is so strong that it's treating Micron like it's a market cap the size of Sandisk. This is an abnormal amount of strength in Micron and this strength is not just small technical move to shrug off. Micron is only just now breaking loose from Sandisk's performance.
Feroce Research tweet media
Feroce Research@FeroceResearch

Micron $MU might be stronger than even I anticipated Give me like an hour or so, I have something insane to post about this

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jb@jbmylr·
@MarcosMillaYT Do you expect any market crash? Any time soon? Some people talking about this. What are your thoughts? Thanks
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Marcos Milla
Marcos Milla@MarcosMillaYT·
BREAKING NEWS: Micron $MU has a red day… I thought stocks were only supposed to go up?
Marcos Milla tweet media
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jb@jbmylr·
@_HalalTrader_ Hey @_HalalTrader_ I see some people worried about the market, that it might crash or close to it. I am a bit worried since my price average on MU is $750. Also looking it is down after hours. Your thoughts? Thanks
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