Posts
Back to SNDK again
Sandisk is the gift that keeps on giving, huge swings nice and volatile and consistent trends. Saw the dip pre MU earnings and had 2k lying around from small spx gains during the day. Figured I'd make a couple hundred bucks by SNDK going up a bit in response to …
Instead of investing in dying companies you get in on one of the Mag-7 at really low value.
$MSFT is trading at one of its lowest values relative to earnings and forward growth. It’s been oversold over software concerns and ai spending. But I think ai will work in tandem with software and Microsoft offers a lot more affordable ai for businesses. I keep seeing reports that companies …
HTZ TO THE MOON 🚀
My portfolio: \*\*-16%\*\* My conviction: \*\*+300%\*\* Risk management is for people with green portfolios. Everyone’s acting like Hertz filed for bankruptcy again because the chart had one catastrophic day. Fear is at an all-time high, sentiment is in the gutter, and my brokerage app has become a daily horror movie. …
Micron just printed 84.9% gross margin. higher than Nvidia. am I reading this right?
ok so I pulled up Micron's latest numbers on moomoo this morning and had to double check I wasn't looking at the wrong row. revenue $41.46B, up from $23.86B last quarter and $9.30B a year ago. GAAP net income $28.24B, like 1,398% YoY. but the part that broke my brain …
Should I be executing this?
I’m confused on how the return is up almost 50% when the current price is less than the breakeven price? Should I just diamond hands this or should I try to cash out now?
SNDK gain porn over micron earnings
Bought this on the 23rd just to watch it immediately go -70% or so at the bottom yesterday before ER, and then micron pulled through. thank god I dumped it near open today though, this call has already cut in half from where I sold it lol. +370% or so.
How I Split My Copper-Gold Watchlist Across Discovery, Resource, and Early Stage Names
Three copper-gold juniors. Three different stages. One way to build a watchlist that actually makes sense. I like building a junior mining watchlist around stage instead of theme. Copper-gold stories can look similar on the surface, but the companies behave very differently depending on whether they are drilling a discovery, …
$SKUR keeps strengthening its advisory bench
I’m watching Sekur Private Data ($SKUR) a bit closer after the last two advisory updates. Within one week, the company appointed Nathan R. Price as Special Advisor for Diplomacy & Intelligence and added Annette L. Redmond, a former U.S. State Department Deputy Assistant Secretary, to its Strategic Advisory Board. That …
De-Salination Companies
I feel like everyone is chasing the obvious AI trade (NVIDIA, AMD, hyperscalers, etc.), but I’ve been spending more time thinking about what AI requires rather than what powers the chips. The more data centers get built, the more they need two things that are becoming increasingly constrained: power and …
MU
I didn't buy into the the narrative that MU's price was inflated. Dumped it as soon as the market opened.