AST Invests

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AST Invests

AST Invests

@astinvests

$25k + portfolio | 19 documenting my investments | road to $100k Stocks | Crypto No financial Advice.

road to retirement เข้าร่วม Eylül 2020
338 กำลังติดตาม314 ผู้ติดตาม
roy
roy@rayyela·
$META going to run to 1K
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AST Invests
AST Invests@astinvests·
@NoLimitGains im truly fulfilled if someone wins, especially if it’s a good friend. Good vibes only :)
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NoLimit
NoLimit@NoLimitGains·
Wild how uncomfortable people get when someone else wins. Not talking about anyone specific, just something I’ve noticed over the years. Never fully understood it. Is that jealousy or something deeper?
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AST Invests
AST Invests@astinvests·
@NoLimitGains ye that’s why you always gotta have a cool brain and watch the indicators 🤝
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Ross
Ross@Rossmc_85·
Moving out of the city was probably one of the best decisions I have made! Off the charts straight out for a 5k walk in the sun ☀️🌳
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Kalshi Finance
Kalshi Finance@Kalshi_Finance·
JUST IN: $1,000,000,000,000 wiped out from the US stock market in just 2 hours
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NoLimit
NoLimit@NoLimitGains·
Update on the Grok vs our AI comparison. Grok said buy. Our AI said wait. $MU: down 19% since. That is the difference between a general chatbot and an AI built for one job.
NoLimit@NoLimitGains

I built my own AI assistant that scans any stock and tells you if it is a good buy or not. Much more than that too. I ran a test on $MU and compared it against Grok and my own AI. Here are the results. Grok: Yes, MU (Micron Technology) looks like a strong buy for many growth-oriented investors right now, primarily due to explosive AI-driven demand for its memory chips, record-breaking recent results, and very attractive forward valuation — though it comes with high volatility typical of the semiconductor/memory sector. Bottom Line: Is It a Good Buy? For long-term AI believers: Yes — especially on dips. The combination of structural AI demand, tight supply, strong execution, and cheap forward valuation makes a compelling case. Many see this as part of a multi-year supercycle. My AI: The case for Micron (MU) is much trickier right now. It is expensive and looking stretched after a historic run. Micron operates in the boom-and-bust semiconductor memory cycle (DRAM/NAND). Right now, the AI supercycle is aggressively pulling demand forward, which has sent the stock parabolic. While the underlying story is strong, MU currently looks like a momentum play that requires caution. Valuation: Rich and Stretched MU trades at a lofty 25.6x trailing PE and 7.6x forward PE. While that forward multiple looks cheap on its face, remember that memory is highly cyclical; when memory earnings are at their peak, the PE ratio typically looks its lowest. EV/EBITDA is currently sitting at 18.4x, and it trades at a massive 17.6x Price-to-Book (P/B). Buying a cyclical hardware stock at nearly 18x book value usually indicates the cycle is peaking, not beginning. You're buying into a notoriously cyclical company at peak margins, near all-time highs, with insiders steadily selling. If you don't already own it, you are buying late in the cycle and need a strong stomach for a potential "reversion to the mean" drawdown. If you do own it, it might be a good time to consider locking in some gains. Grok says buy. My AI says stay on the sidelines. Two AIs. Same stock. Different conclusions. The AI I built is exclusively available to members of The Assembly via The Vault. Access is currently closed, but join the waitlist to be first in line when we reopen: intheassembly.com

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Crypto Rover
Crypto Rover@cryptorover·
JULY KEEPS MARKING THE START OF RELIEF FOR BITCOIN. 2018. 2022. 2026. All midterm years. We are in the window now.
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Fynn 🇬🇧 | £50k
Fynn 🇬🇧 | £50k@FynnInvests·
Markets can’t seem to make their mind up today. Anyone in profit ?
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Insiderwave
Insiderwave@insiderwave_·
This is now the third time President Donald Trump mentions Micron $MU It’s also worth noting that according to his latest filing, he’s holding $20,000,000 worth of $MU shares. Based on the dates of purchase, we estimate his average buy price to be $292. Micron is currently trading at $1,050.
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Insiderwave@insiderwave_

President Donald Trump just mentioned micron again. Calling it “a truly GREAT American company, and one of “HOTTEST” anywhere in the world…”

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Watcher.Guru
Watcher.Guru@WatcherGuru·
JUST IN Bitcoin reclaims $62,000.
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Growth Stock & $VOO Dad
Growth Stock & $VOO Dad@GrowthStockDad·
Good morning! Jobs report not great But the sun is shining and there is a lot to be thankful for 💪 😎 Let’s have a day!
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Quiver Quantitative
Quiver Quantitative@QuiverQuant·
Two years ago, we posted this video on a suspicious purchase of Viasat stock by a member of Congress. $VSAT is now up 1,154% since our reports. Not a typo. 1,154%
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Ross - £15k
Ross - £15k@StocksandDares·
Heading towards 1000 followers and 500 verified with some momentum now! Can anyone suggest some good FinX accounts that I should make sure I’m following?
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