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Micron is down 30% this month. This seems like an IQ test
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Date: August 2nd, 2024 3:15 PM Author: Cracking Pearly Meetinghouse They make high bandwidth chips that are critical to AI. Theyre already sold out of these chips through 2024.
Times like this make it impossible for me to empathize with the poors among us. "I failed to buy meta shares for $80 and just made fun of Zuckerberg instead. I'm poor and angry now help me." Shut the fuck up.
Disgusting |
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Date: August 2nd, 2024 4:11 PM Author: self-centered alpha ape Doesn't it have negative eps now? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#47922175) |
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Date: August 2nd, 2024 5:36 PM Author: Cracking Pearly Meetinghouse 1. No one cares about EPS. Libs ruined gaap accounting so it includes lots of non cash one time charges.non gaap is positive
2. The market cares about revenue and gross margins. Those still have huge tailwinds
3. The s&p 500 trades at 14.4x forward ebitda. Micron trades at rades at 5.7x. it is laughably cheap |
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Date: August 2nd, 2024 5:59 PM Author: self-centered alpha ape What's high bandwidth chips and how is it unique to mu as opposed to other chipmakers? Di they actually make chips in usa or all china? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#47922530) |
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Date: August 2nd, 2024 6:11 PM Author: Infuriating Center who is micron's main side b is what I want to know (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#47922562) |
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Date: September 28th, 2024 10:33 PM Author: Cracking Pearly Meetinghouse You people ask too many questions (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48141899) |
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Date: April 4th, 2025 2:50 PM Author: comical claret halford what changes to GAAP did they make? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815465) |
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Date: April 4th, 2025 3:05 PM Author: Exhilarant olive property https://preview.redd.it/liebe-deutsche-br%C3%BCder-is-the-three-fingers-thing-in-v0-v2ocavdxemtc1.png?auto=webp&s=cd334af7bd2577e7b45fca08e81d119095067ca3 (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815521) |
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Date: April 4th, 2025 3:48 PM Author: glassy generalized bond (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815682) |
Date: September 28th, 2024 10:34 PM Author: Cracking Pearly Meetinghouse This was free money lol (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48141908) |
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Date: September 28th, 2024 10:47 PM Author: pearl multi-colored personal credit line voyeur i missed it - but yeah totally. have you got anything new? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48141951) |
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Date: September 29th, 2024 5:53 PM Author: Cracking Pearly Meetinghouse Micron still has plenty room to run.
I'm long oil for the short/medium term given low price, China stimulus, fed rate cuts and possible Iran war |
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Date: September 29th, 2024 5:59 PM Author: Maniacal swashbuckling friendly grandma stead What stocks would you buy now if you had to hold them for ten years or more (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48143982) |
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Date: September 29th, 2024 10:42 PM Author: Cracking Pearly Meetinghouse I wouldn't trust anyone that answers something other than SPY with much confidence. I bet technology continues to be a solid bet
Give me META though. The core business is an unbelievable cash cow. And unlike a useless boomer that would pay huge dividends and manage its decline into IBM, Zuckerberg is plowing tons of $$$$ into low probability, massive upside bets.
Also it still trades at a discount to the s&p |
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Date: September 30th, 2024 12:18 PM Author: Maniacal swashbuckling friendly grandma stead What do you think about VOO vs VOOG as a long term holding? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48146147) |
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Date: September 30th, 2024 3:20 PM Author: pearl multi-colored personal credit line voyeur ty (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48146920) |
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Date: September 30th, 2024 12:23 PM Author: white house-broken karate am i missing something? it went from like $90 to $100 over the last two months. good, but this isn't some great buy people missed out on.
i'd just put your money into SMH. if you look at the last 5 years, micron is up 140% and SMH is up almost 350%.
i have the following breakdown (including in my 401k, which is self-directed):
20% VOO 20% SCHD 20% SCHG 20% VGT 20% SMH |
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Date: September 29th, 2024 11:00 PM Author: Vibrant Quadroon Is Qualcomm acquiring Intel or what? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48144827) |
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Date: September 29th, 2024 11:05 PM Author: Wine Effete Locale Idiot Not for now, not enough cash
$NVDA could though easily. They should try |
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Date: September 29th, 2024 11:07 PM Author: Vibrant Quadroon Fuck no. They've hit a wall and are just price gouging now. (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48144841) |
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Date: September 29th, 2024 11:04 PM Author: Wine Effete Locale Idiot Like this thread, OP knows what you need
Stock hitters or nothing. Not $SPY or stupid etf bullshit
I've recommended $EL, $TSLA and oil stocks during covid many times here. Also shareholder in $MU since thar dip
$META seems just too big given its price relative to what it was 2 years ago. Insane rise. But I do understand where it's coming from. I won't be adding to my smaller position from 2022--care to convince me otherwise?
MLPs in the energy sector are interesting now, $EPD is right around where it was in 2019. |
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Date: September 30th, 2024 12:19 PM Author: ruddy frozen juggernaut haha i bought them before earnings and it tanked, forutnanely i got out and put it in NVDA, ALGO and SOXL and made back my loss but still ljl now at least its back above 100 (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48146149) |
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Date: September 30th, 2024 12:23 PM Author: Puce Adulterous Sex Offender Headpube AI related stocks in general are still undervalued. Many are still clinging to the idea it’s about to top out soon before it’s suitable as a drop in remote worker, but that becomes less and less likely. ChatGPT o1 shows reliability can be substantially increased. (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48146174) |
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Date: April 4th, 2025 2:45 PM Author: Fantasy-prone patrolman kitchen update? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815453) |
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Date: April 4th, 2025 2:56 PM Author: Cerebral bawdyhouse down 30% more so it's another IQ test (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815495) |
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Date: April 4th, 2025 2:57 PM Author: Fantasy-prone patrolman kitchen wow, how many of these IQ tests we gonna take? (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815496) |
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Date: April 4th, 2025 3:07 PM Author: Wine Effete Locale Idiot (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815533) |
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Date: April 4th, 2025 3:17 PM Author: sapphire house (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815566) |
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Date: April 11th, 2025 4:19 PM Author: 180 orchestra pit roast beef (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48838837) |
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Date: April 4th, 2025 3:05 PM Author: Exhilarant olive property (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815525) |
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Date: April 4th, 2025 3:15 PM Author: exciting narrow-minded native (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815557) |
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Date: April 4th, 2025 3:18 PM Author: Cracking Pearly Meetinghouse I LIVE UNDER A BRIDGE NOW (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815569) |
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Date: April 4th, 2025 4:31 PM Author: Balding Yellow Puppy Library (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815882) |
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Date: April 4th, 2025 4:31 PM Author: self-centered alpha ape Thoughts on loading up micron now? I started buying at 82. (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815880) |
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Date: April 4th, 2025 4:31 PM Author: Balding Yellow Puppy Library Stop picking stocks you stupid fucking nigger and just invest in the index fund like everyone else (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48815887) |
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Date: April 4th, 2025 6:54 PM Author: self-centered alpha ape Fuck you bald (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#48816341) |
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Date: July 10th, 2025 9:13 PM Author: Cracking Pearly Meetinghouse Sup (http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2#49091766) |