Posts
Is MU becoming the real AI infrastructure trade?
I keep coming back to **Micron (MU)** as one of the more interesting AI names right now. Everyone talks about GPUs, but AI data centers also need a huge amount of memory. That is where Micron’s HBM story gets interesting. Reuters reported that Micron’s shift toward high-bandwidth memory for AI …
$NVDA and $MSFT have great moves coming forward
MSFT Microsoft $MSFT announces Project Solara at Build: chips will run AI agents rather than apps, communicating directly with cloud data centers. Desktop device built with MediaTek silicon previewed, Portable device for on-the-go agent interactions in partnership with Qualcomm $QCOM, Healthcare patient check-in capability teased for a portable Solara device, …
UIPATH- ready to accumulate?
I look for stocks that have: Uipath seems to meet all the criteria Little to no debt Increasing cash 2022 has a -34million free cash flow, 2026 +372 million, NRR over 100% Net new ARR UIPATHS seems to meet all the criteria. Daniel Dines mentioned that the stock will stay …
computex is a supply chain play, dont buy nvda blindly
nvidia eps is all anyone talks about but look at the actual supply chain!! they just dropped this rtx spark superchip at computex to put ai on windows pcs and the real money is moving way before consumer gpu sales even touch an income statement. im talking oem licensing, module …
Arbitrage Opportunity
The shipping company ZIM is being bought out for $35/share in an all cash deal which is expected to close later this year and has already received shareholder and board of directors approval. However the opportunity lies because the shares are trading at $25 which is a significant discount to …
Should I sell my Lululemon stock at a loss and reinvest it into Micron?
I invested in LULU a while ago, thinking that a change in leadership would cause their stock to rise. I was wrong. I'm now down nearly 40%. Meanwhile, I'm also a Micron investor and I'm up by 90%. Would it be a dumb idea to sell all my LULU shares …
S&P 500 about to crash? MU a pure bubble? All tech stocks just bubbles?
With the market rallying lately, everyone’s shouting “bubble” S&P 500 valuations are too high and headed for a crash, MU hitting $1 trillion market cap is pure hype, AI tech stocks are all foam… Sound familiar? This chorus always gets louder in the late stages of every bull market. I’m …
Will the S&P500 exception for the SpaceX IPO open up Standard and Poors and S&P500 funds to potential liability exposure?
With all of the discussions around Standard & Poors plan to make an exception to the SpaceX IPO and immediately add it to the S&P 500, I can't help but wonder if the entire plan is legally actionable. Many people have large investments in S&P 500 funds. If they object …
Which portfolio strategy would you choose based on these backtested cumulative return charts?
Hi everyone, I’m trying to decide between several portfolio strategies (each shown in red on the charts below). The backtest is based on several hundred historical trades, with multiple trades running in parallel (so there is some risk spreading). I’ve also included popular index funds (in other colors) as benchmarks. …
Decided to buy Bloom energy this week
so been looking into BE. really like the company and CEO. CEO said they dont need to do dilution. I know its overvalued, but i dont care about the numbers more about its potential and its backlog despite it running so much already Its takes years to connect data centre …