darren

@Sassafrass_84 we cannot live with these animals.. i just cannot believe it

I was just reading various accounts talking about President Trump being at Walter Reed. The happiness and glee coming from the left have me shook once again. When Biden was diagnosed with prostate cancer, I prayed for him. His family. I dont like him. At all. But I prayed for him because cancer is horrifying. Not even my worst enemy deserves that. The left has lost their humanity. We are not the same. And how the hell can you coexist with people who want you dead? You can't.

@Deenobrown123 @Kaizen_Investor seriously... stick with CVNA or SMCI..

@Kaizen_Investor America produces 80% of the world’s helium. Micron gets all of their helium from America. This will not impact Micron at all! Keep the FUD coming. I really don’t understand going after Micron! They trade at a 4x forward PE! There are much easier targets! lol

HBM suppliers need Helium, they use it for thermal management and to create a clean environment. Companies like $MU, SK Hynix, and Samsung are all affected by the closing of the Strait. SK Hynix and Samsung reportedly hold between four and six months of helium stockpiles. South Korean government officials have confirmed this buffer should allow them to ride out the immediate shock until at least June 2026 without throttling wafer starts. Until June, it should not affect the production or margins of SK Hynix. They are not just waiting on a solution, at the moment SK and Samsung are actively looking at other Helium suppliers. Most of these comes from the US. They will pay massive premiums if the Strait don’t open soon. This will have an effect on the profit margins of SK and Samsung. This will mostly be passed on to the customer. Most long-term contracts got energy clauses. So even though they are already sold out until 2026, they will be able to protect the margins due to the clauses. We saw the same thing during the Ukraine energy crisis. Most companies were able to keep gp margins high. On the long-term we even saw a positive trend. While prices need to go up to protect gp margins now. Prices won’t come down when energy prices drop. We saw an enormous gp margin spike after the Ukraine energy crisis was under control. Certainly for companies who control a critical bottleneck in the supply chain.

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I was part of a VIP rescue operation in Iraq in 2003. The loudest voices online criticizing our operators wouldn’t last two minutes under that kind of pressure. You don’t know what it means to carry lives on your back, to make decisions where failure gets people killed. These REAL military Warriors didn’t perform for an audience, they executed what you can NEVER accomplish. Stay in your lane. You aren’t built to operate outside a camera or social media app. Thank you for your attention to this matter. -Alpha

💯‼️‼️commie democratic death cult

@RangarajSrikan1 @bradsferguson true. we are kinda getting their NAND business 'free'

Yeap, with agentic systems exploding, the kv cache on these agents is so large that, memory becomes a first class citizen. The openclaw effect is not even priced into the markets yet. You can clearly see this in the rental prices of old Nvidia GPUs. Market has not priced in micron’s nand/essd business having higher margin than HBM 😂 Regular Dram already has higher margin than HBM.

Opportunities like the current one in Micron should not exist in public capital markets I’m realizing they are all around us all and more frequent than we imagine You don’t need a super secret AI system to find lucky breaks… you just need to pay attention and keep an open mind

@TradexWhisperer yikes dude.. 'hoarding' gives me the willies.. i would like to think all fab final HBM are puking 1 and 0's...

$MU Food for thought. 2026: What if the game isn't just building the best AI accelerator? What if the real move is hoarding HBM to starve your competitors to stay ahead? Intel. AMD. NVIDIA. Microsoft. Amazon. Meta. Google. Tesla. All fighting for the same scarce supply. @MicronCEO called memory a strategic asset. It's probably a hint. In the 2024 earnings call, he said HBM was starving wafers for Server DRAM. He wasn't being poetic. That was the core thesis all along. Now we enter 2030: Agentic AI, Inference and Reasoning Accelerators enter the race. Same war. Bigger stakes. Same bottleneck. $MU sits at the center of it all.

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@growthrapidly the market will rip higher before the war's outcome is evident. but i guess if you know how the market is opening Monday, you should not waste your time telling everyone here on X..

The stock market will be DEEP RED on Monday!!

@TVAFR786 @growthrapidly 💯‼️‼️

This is bullish idiot. All this war is bullish for us only. While the rest of the work will struggle us have energy independence. They will keep bombing until those radicals open or perish. And if this is not solved in a short period expect many other countries to join the fucking war and finish those idiots. What’s at stake? A few Iranians or extreme global recession. Well, you have the answer

@BillMelugin_ send them the F home..

BREAKING: Secretary of State Marco Rubio announces ICE has arrested the niece and grandniece of deceased Iranian General Qassem Soleimani after Rubio terminated their legal status to be in the U.S. Rubio says the niece supports the Iranian regime & refers to U.S. as Satan.

@stockmom my plumber is from Iran, and he refers to DJT as "Uncle Trump." Loves him and says he doesnt know how anyone could ever vote democrat.

Tick Tock IRGC

@stockmom 😂🤣🔥🔥💥

Mr. Tariff. 🤣 President Trump is the best troll ever. 🤣

@Deenobrown123 they are going to have huge degrees of financial freedoms with these unprecedented amounts of profits coming. going to be a very different company.

IMO, Here is a big thing investors are missing with stocks like TSLA, NVDA, and MU. TSLA already has much of the future priced in. For example, they will make about $7 to $8 billion in profits this year. Yet, they trade at a $1.3 trillion dollar valuation. Even after losing $100 per share over the last few months. Even NVDA has a decent amount of the future priced in. I’m not saying NVDA is expensive, but it does have a fair amount of future earnings priced in compared to Micron, but way less than Tesla. I think most people believe we will have many robots in the future. From robot cars, to humanoids, and everything in between. And that’s reflected in Tesla’s stock. But while all of these future technologies are priced in to Tesla, the opposite is going on with Micron. It literally can’t happen that way. If robots and Ai continue to grow as reflected in Tesla’s stock price, than memory demand will be way higher in the future than it is today. That’s just simple math. Robots use lots of memory. There is a complete dislocation between Micron’s valuation and future demand for memory. If AMD, TSLA, NVDA, PLTR, AVGO, and all of the Ai stocks continue to prosper, than Micron will as well since Micron is a large part of Ai GPUs, TPUs, and robots. Yet, Micron trades at a 4x forward PE. If the Ai stocks above traded at the same valuation as Micron, they would look like this: TSLA= $8 a share. PLTR = $5 a share. AMD =$26 a share. NVDA = $30 a share. And. AVGO = $44 a share. Think about that. Absolutely crazy. If AVGO was trading at $44 a share, people would be selling their house to buy tha stock. Or NVDA at $30 a share. Or any of the stocks that I listed. Those would be considered insane prices! That’s where we are with MU today. Yet, tons of people saying it deserves to trade where it is. This story is going to flip soon. Investors are going to figure out that micron’s earnings are not a fluke and they are going to be more structural and consistent. When that happens. MU easily trades at a 15-25 forward PE. That’s $1500 to $2500 a share. When I say that there isn’t a stock in the American stock market that comes close to Micron’s valuation, it’s not hyperbole! It’s a fact. Eventually that math can’t be stopped. It’s being held back currently because of belief that the earnings can’t continue. But, no one is looking at the other side. What happens if earnings do continue? What happens if earnings actually grow? There’s a possibility that MU can pass NVDA soon in profits! This year’s MU earnings are basically where NVDAs were last year. The risk isn’t to the down side on MU. That is obviously already priced in. The risk is not owning this stock and missing the biggest move a large cap stock has ever made! Not financial advice. Just my opinion.

@BreannaMorello markets gonna be skippy this week !!

🚨JUST POSTED🚨 President Donald Trump says time is runnng out for Iran to make a deal.

Joseph of Arimathea pulled a corpse off a cross with his bare hands. Blood under his fingernails. The weight of a dead man sagging into his arms. He wrapped God in linen, pressed the fabric into wounds that were still wet. Nicodemus brought seventy-five pounds of burial spice. A king's funeral for a man the world just murdered. They carried Him into a hole in the rock and rolled the stone shut. And everything you've ever done went in with Him. Every night you can't sleep because of what you did. Every morning, you can't look in the mirror. The thing you did to her. The thing you did to them. The lie you've been carrying so long it feels like bone. The version of you that drinks alone and pretends tomorrow will be different. That man was buried with Christ. Stone sealed. Done. Not managed. Not in therapy. Not on a payment plan with God where you slowly earn your way back. Buried. In a tomb. Under rock. Gone. Three days of silence. Three days of a cold body in the dark. Then the stone moved. And when He walked out, the grave clothes were folded on the slab. He didn't stumble out tangled in death. He left it sitting there like a man who's done with the clothes he used to wear. Lazarus needed someone to unwrap him. Death still clung to him even after he was breathing. Jesus folded His own burial linen and walked out clean. That's the difference between religion and resurrection. Religion unwraps you slowly. Asks you to manage your sin. Attend the class. Read the book. Try harder next week. Resurrection says the man who walked into that tomb is dead. The man who walked out doesn't know him. You're not fixing the old you. The old you is in a sealed tomb in Jerusalem, and he's not coming back. The man reading this, the one who thinks he's too far gone, you're not too far. You're already buried. The funeral happened two thousand years ago. Now get up. The stone's already moved. The linen's already folded. Walk out.

@stockmom was it you calling for a late fall correction ? seems i remember a post intimating such

The S&P 500 will make a new all time high before 12/31/26.

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@Bubblebathgirl demon possessed

James Carville curses at President Trump again: “You sit down and you listen to me you fat f***. Alright, I’m getting ready to tell you something very important, knowledge that no one else is going to tell you, so I’m gonna tell you right to you’re f***in’ face. By the way, get your finger out of your a** and quit licking it. You don’t know God d*mn manners. How were you brought up?” If you haven’t noticed, Democrats with TDS have gotten increasingly more vulgar during Trump’s second term. Carville keeps setting the bar of profanity perpetually higher.

@discipleofjude @1Cor1613 @AriFleischer Prince Andrew is not our President..

@oobdharder @1Cor1613 @AriFleischer You elected a child rapist as president. Shameful.

When this is over, the western part of NATO will never be the same. Spain, England, France and Italy have sold us out, as they too often have a history of doing. Eastern European nations are the heart of NATO. They spend money on defense, know how to fight and love the US. France particularly deserves fault and blame. From supporting China and Russia at the UN to denying Americans overflight rights, they’re doing what they’ve always done - showing weakness, while cutting deals with terrorists. (The reason the US has a Marine Corps and Navy is unlike France, we refused to pay a ransom to the Barbary Pirates. France is always happy to cut a deal.) Wars have unintended consequences as nations show their true colors. NATO will never be the same, and Western European weakness and acquiescence is the cause.