Posts
Is now a good time to sell MU?
I bought a significant number of MU shares in 2025 at $172, and holding them until now has resulted in gains that exceeded my expectations. While seeing my account grow is exciting, I’m now starting to wonder how I should handle this. Do you have any good advice?
there is no scenario where chips keep going up
it's impossible SaaS invest on chip, chip go up either ROI is positive, then people will move from chip to SaaS, chip go down either ROI is negative, then SaaS stop buying chip, chip go down so tell me how investing on chips is not a stupid idea
Tracking Data and Thesis for ADBE/CRM/NOW?
The software discussion is super interesting right now but the community is pretty polar regarding whether software will rebound in the near future or not. For those who own ADBE/NOW/CRM, how do you track new data that comes out on these companies? How and where do you manage your thesis …
Just a question about Kroger's multiple and future goals
I worked at Kroger when I was in high-school and it was one of the first stocks I purchased. I've never sold and now consider it a good defensive stock to moderate risk in my portfolio. It's a position I regularly contribute to. My questions are: 1. Why do Costco …
Thoughts of Meta’s latest AI effort?
Meta has been a cornerstone of this forum. I want to discuss the elephant in the room. Aside from already existing capex and current historic low valuation, does Meta’s new apps (prediction market, business agent) really make sense to you? Usually I’m able to valuate a company’s revenue stream pretty …
Bumble Deep Dive
$460M market cap company that did $284M cash flow last year, with only $300M net debt. That's a 1.5x cash flow multiple, compared to 8x for ADBE, 6.5x for LULU. The catch is their users have been dropping 5% every quarter... I did a full writeup here: [https://gregw134.substack.com/p/bumble-buyout-rumors](https://gregw134.substack.com/p/bumble-buyout-rumors)
Why the "cheap" memory/semiconductor stocks may not be cheap — a P/E analysis
**TL;DR:** Memory chips are in an AI-driven boom, and some of these stocks look "cheap" on *next year's* earnings (\~10× forward while AI peers sit at 40×). For a commodity cyclical, that forward-cheap is often a late-cycle *warning*, not a bargain... Here's a more detailed POV: A lot of us …
Why are we still focused on Value when it's been a losing trade for almost two decades
Value has struggled for quite some time now. I'm curious as to why people still cling to it? The AI trade, for example, has left value in the dust. And this is really just a continuation of a trend that has been going since the recovery of the 08' crisis …
$INR has 80% upside and currently has a 83% short float
Infinity Natural Resources is an independent oil and gas producer focused on the Appalachian Basin, mainly the Utica Shale in eastern Ohio and Marcellus/Utica dry gas assets in southwest Pennsylvania. They just completed an acquisition of Antero to fill out their upstream and midstream assets, and their overall production is …
Does End of Quarter Window Dressing present buy opportunities - WETOUCH TECHNOLOGY, FXI, other Chinese names
Will we see a repeat of the previous end of March lows, with a bounce beginning in the new quarter? June has hammered these stocks. Many rightfully so. But is sentiment so incredibly horrible that an opportunity exists? Or, is China entering some type of depression? No doubt, things can …