CT
5.3K posts

CT
@WhatIsHang
Intellectual outlet for general political frustrations that cannot otherwise be articulated lest I be thrown off the ivory tower. #Bitcoin #KidFlannelist
Entrou em Eylül 2015
6.1K Seguindo690 Seguidores

@dotkrueger Sorry, but it's "Stairway to Heaven."
But of your choices "Comfortably Numb."
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@JoshTradeOption According to Jensen by end of 2026 most inference will be on LPDDR5, not HBM. Inference is 70% of compute. I’m not bullish on Mu long term because HBM demand supply is cyclical. What do you think?
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$MU bull here
Micron Technology: Path to $1,500+
$MU has already delivered massive gains on the AI memory boom, but the real multi-year rerating is just getting started. Micron is transitioning from a cyclical memory play into a core AI infrastructure powerhouse with structural tailwinds that could drive the stock toward $1,500+ in the coming years.
• High-Bandwidth Memory (HBM) is the critical bottleneck for AI training and inference. Micron’s entire 2026 HBM supply is already sold out under multi-year contracts with hyperscalers and NVIDIA partners.
• Record Financials & Margin Expansion: Recent quarters show triple-digit revenue growth, 70%+ gross margins, and massive EPS beats. Forward earnings power is enormous, analysts see $90–$110+ EPS potential as scale and mix improve.
• Strong position in HBM3E, ramping HBM4 (confirmed for next-gen platforms like NVIDIA’s Vera Rubin).
•AI is making memory demand more predictable and sticky. Long-term agreements, prepaid capacity, and insatiable GPU cluster buildout reduce historical boom-bust risk.
• Analyst Bull Targets Validate the Upside:
- DA Davidson: $1,000+
- UBS: $1,625
- Multiple firms at $1,000–$1,750 highs
At current valuations (still reasonable on forward earnings for this growth profile), $MU trades at a discount to its AI peers despite being one of the purest plays on the memory side of the AI stack.
Are you in?
Are you a bull?
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@MaxxChewning It will definitely go up, go down, or trade sidewise. Guaranteed.
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There is roughly $100 billion of leveraged exposure tied to semis and hardware-linked equities.
Convexity works both ways.
zerohedge.com/the-market-ear…
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@TheBabylonBee Impossible to conceive of a dumber cunt than this irrelevant twat.
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@ChrissieMayr Do you literally only have ONE fucking brain cell? They got MASSIVE cash from a gofundme but CHOSE to buy an expensive house, cars, and GD sneakers instead.
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@ChrissieMayr @JustTheTweets17 Apparently humor is difficult for the right.
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