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M.
184 posts
Bro 😂 can it be over already??
NewsWire@NewsWire_US
TRUMP SAYS US WOULD BACK ISRAEL IF IT ATTACKS IRAN: CHANNEL 14
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😘
SK Hynix +9.5%
$MU +7.7%
$SNDK +11.2%
$CRDO +7%
$KXIAY +6.4%
Being undervalued is only half the equation.
We look for quality businesses trading below intrinsic value and where the risk/reward is skewed in our favor.
Our goal is to accumulate quality companies during Wave 2 and Wave 4 corrections, when risk is lowest and upside is highest.
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@HiddenValueCap_ @MsVeilMoney 😂 both micron and sandisk are undervalued companies.
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@MsVeilMoney Our philosophy is chasing undervalued well rooted companies.
Companies not following the market always provide great value especially in times of crisis.
Enter positions at Wave 2 and Wave 4, then let Wave 3 and 5 do the work for you.
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Most obvious play, it’s goin to 2k 🪽
Cole Grinde@GrindeOptions
A new ALL TIME HIGH for $MU has been reached.
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micron still at 6x 2027 pe and when they beat and raise next week it will be 4x just buy it
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Guys? When will I have the chance to buy at $100 as I was promised?
Asking the $NBIS bears
I was transferring money from the bank and now I open my brokerage and I see $280
Did I get scammed?
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SOXX
Shark pattern confirmed.
Massive crash coming.
"대폭락"
Elliott M.D.@181IMGI
SOXX Update Shark pattern
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insane move happening are you paying attention
RJC@RJCcapital
Rip of ages coming. Very soon. I mean insane move
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Same playbook, “why buy $MSTR when you can own $BTC”
Chanos successfully shorted the shit out of $MSTR now he’s turned his 👁️ to neoclouds.
Why buy $NBIS when you can own $NVDA?
I’ll remain short $NBIS ⚠️
MY opinion but @RealJimChanos seems to think there’s money to be made on the short side 🤔
#AmericanComputeFirst 🇺🇸
amit@amitisinvesting
Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN
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@babyfolio Congrats on the gains. IMO it’s still going up, but nothing wrong with trimming profits
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Leopold Aschenbrenner wife is chief of staff at Anthropic… and Leo is the 2nd largest holder of $IREN deal wen ?
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There is exactly ONE $NBIS risk that I'm genuinely worried about.
I think in a worst case scenario it would lead to the stock droping up to 67%.
Will write a Substack article about it today.
What the risk is.
Why it's the only risk I'm worried about.
How I think the stock would react.
If I'm worried.
What I'm doing.
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