TraderAW

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TraderAW

TraderAW

@Cryptjezy

Shitposting crypto

Asgard เข้าร่วม Aralık 2009
354 กำลังติดตาม350 ผู้ติดตาม
Oguz Erkan
Oguz Erkan@oguzerkan·
$MU 1990 revenue: $333 million 2000 revenue: $7.3 billion 2016 revenue: $12.4 billion 2026 revenue (est.): ~$120 billion This is the second time $MU’s revenue has grown 10x in a decade. We all know what happened after the first one. History doesn’t repeat, but it rhymes.
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jkb
jkb@jkb406·
@oguzerkan So u think MU will crash within a year or so? Memory sector is cyclical, that's why when demand dries up the stock price goes down.
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Gublo
Gublo@Gubloinvestor·
Is anyone buying $MU ?
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Cole Grinde
Cole Grinde@GrindeOptions·
Why isn’t $MU at $1,000 today like all the degens on 𝕏 said it would be? 🤔
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TraderAW
TraderAW@Cryptjezy·
@TheProfInvestor Looking at a graph means nothing without context. The forward PE is about 9 as we speak. The forward PE on Tesla is 10x higher 😂 Short. You make no sense.
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Prof
Prof@TheProfInvestor·
Nobody who follows risk management basics would be buying $MU This is Parabolic. I stay away from them for sanity reasons.
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TraderAW
TraderAW@Cryptjezy·
@ShardiB2 Hey, did you post in the sub group today? My x has gone a bit rogue and don’t want to lose access 😂
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Hamid
Hamid@hamids·
Oh no! $MU's Forward PE is approaching 10, the lowest of any growing tech company!
Hamid tweet media
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Just a Dude Who Invests
Just a Dude Who Invests@DudeWhoInvests·
This may be a hot take but I still believe memory names like Micron $MU and SanDisk $SNDK are cyclical. I do not believe it is different this time.
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Bullionaire
Bullionaire@itsbullionaire_·
@StockWorthyApp i def argee i think now is a bit too much and other stock are more interesting
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Bullionaire
Bullionaire@itsbullionaire_·
Is it too late to buy $MU? Asking for a friend….
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StockWorthy
StockWorthy@StockWorthyApp·
@itsbullionaire_ Might continue to run up, but holds more risk at a 41.9x P/E multiple.
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DanielTrades
DanielTrades@maxlevrge·
$mu i like the stock but it’s fully valued imo. CNBC keeps pumping it as being 10x forward earnings like idiots. It is cyclical and will top out soon. Obviously hyperscalers cannot and will not spend like this forever.
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Create Profit
Create Profit@Create_Profit·
I have no idea how options work but I want to short $MU. It had a generational run, but I honestly think it cools off a bit. Is this a good idea?
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TraderAW
TraderAW@Cryptjezy·
@colin96tv @maxlevrge If the market thought that this turboquant would replace HBMs then MU would have sunk on that day and never recovered.
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Colin
Colin@colin96tv·
@Cryptjezy @maxlevrge I don’t think companies even added turboquant yet it’s only been 2 months
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TraderAW
TraderAW@Cryptjezy·
@colin96tv @maxlevrge lol yeah that was months ago, and after a small dip the market realised they were no match for HBM and MU ripped a new ATH 5 times. haha
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Colin
Colin@colin96tv·
@Cryptjezy @maxlevrge Google came out with TurboQuant that reduces the amount of ram needed by 6 times
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TraderAW
TraderAW@Cryptjezy·
@maxlevrge I've just seen your tweets hahaha. You were high on MU, sold to early and now crying because you've been left behind. Classic tale of the terrible trader.
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Gabagool
Gabagool@FriendlyJulio8·
@Cryptjezy @maxlevrge Bro why would people want long term access to cheap 24/7 super-intelligence/automation? It’s a total fad, like beanie babies.
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TraderAW
TraderAW@Cryptjezy·
@maxlevrge It's permanent as long as AI is in demand, which it looks like it'll be forever so yeah. The demand is stretching years in advance, and the only reason MU is not at $2000 (yet) is because dinosaur raters still haven't woken up and smelt the coffee yet. re rating on horizon
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DanielTrades
DanielTrades@maxlevrge·
@Cryptjezy Lol. Why are margins high? Because every hyperscaler and big tech is buying every gpu they can get their hands on, all at the same time, spending more than their free cash flow. Idiots are the people who price in this gold rush / land grab / price gouge as a permanent feature
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