TraderAW
11.9K posts


@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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@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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@itsbullionaire_ @StockWorthyApp Bro that’s trailing p/e not forward.
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@StockWorthyApp i def argee i think now is a bit too much and other stock are more interesting
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@colin96tv @maxlevrge Why did the price of MU 3x since then if it’s less in demand?
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@Cryptjezy @maxlevrge It won’t replace it it will just make people need less of it
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@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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@Cryptjezy @maxlevrge I don’t think companies even added turboquant yet it’s only been 2 months
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@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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@Cryptjezy @maxlevrge Google came out with TurboQuant that reduces the amount of ram needed by 6 times
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@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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@Cryptjezy @maxlevrge I guess you will be the one to provide funding for amazon next quarter then
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@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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@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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@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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