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munch.tem
49.7K posts
Why is it so hard for people to understand hardware is and has always been cyclical?
Is the memory shortage over? I don’t fucking know
But using P/E as a gauge for anything that has to do with forward looking ideas for the memory shortage makes zero sense
The S&P will continue thriving and P/Es for stocks that are in shortages will continue making zero sense
Trade Whisperer@TradexWhisperer
$MU 5.3x $SKHY 4.1x $SNDK 5.3x The S&P trades near 22x. Semis trade north of 30x. Priced like they're going out of business in two quarters. Ridiculous.
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fkn banger tbh
bubble boi@bubbleboi
I bet Citrini is down 0.20% cause he owns like 500 stocks.
Indonesia
If one were to admit they used a fake KYC to buy $MEGA ICO technically they would have to refund the allocation, right?
Asking for a megafriend
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@atcsplashPRMR x.com/blknoiz06/stat…
It isn’t a function of it being related to crypto whatsoever is all I’m saying
These things have happened since before I was born
Ansem 🐂🀄️@blknoiz06
every asset that goes up rapidly will have aggressive pullbacks, no avoiding it doesnt matter if its a stock or crypto
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@munchPRMR I’d compare a bubble to crypto cause of the volatility
Crypto less liquid
Bubbles get overcrowded on the way up and rush to exit on the way down
Just part of human psychology going towards the thing that’s going up
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@atcsplashPRMR The better comparison would be that crypto trades like a stock bubble every cycle so far
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@atcsplashPRMR And saying it trades like crypto in the first place is crazy if you just look at any bubble in history
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You have about 365 days or less to get yourself a Tempus bag or cope forever
Audit The Herd@AuditTheHerd
Imagine selling $TEM after these comments this month.
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Or maybe it's because CapEx spenders are willing to go bankrupt before they lose the AI race
Frank@frankdegods
Maybe companies are selling off into monster earnings beats because the tradfi cabal knows they’re going to do one more rate hike and so all the CapEx related names will go lower before higher. After the hike, they cut repeatedly for rest of Trump’s admin. The ultimate TACO.
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@notthreadguy Just zoom out fren
x.com/munchprmr/stat…
munch.tem@munchPRMR
Everyone has an opinion on why prices are moving but it's really this simple > Uncertainty with midterms coming up > Earnings week (Meta, Apple, Amazon, Etc) > Federal Reserve Chair Kevin Warsh is scheduled to speak this week There are a lot of reasons to be uncertain and the market is clearly showing you it is Don't let the narrative of the day take you by the balls and be patient
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Everyone has an opinion on why prices are moving but it's really this simple
> Uncertainty with midterms coming up
> Earnings week (Meta, Apple, Amazon, Etc)
> Federal Reserve Chair Kevin Warsh is scheduled to speak this week
There are a lot of reasons to be uncertain and the market is clearly showing you it is
Don't let the narrative of the day take you by the balls and be patient
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