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bought a fuckton of Micron stock at 5x ntm earnings I am warren buffet

I haven't felt this good about a trade since March 2020. Mic...
Spectacular tanning salon
  08/05/24
Why is it any good? If u believe in micron why not just buy ...
Boyish Private Investor
  08/05/24
Do you live in upside down world or something? If I like Mic...
Spectacular tanning salon
  08/06/24
What's a leverage bet? Do u mean you buy calls? I think mu i...
Boyish Private Investor
  08/06/24
What the fuck is a Schwab rating lol? Does that seem like a ...
Spectacular tanning salon
  08/06/24
Before I read tell me why it went up and down past year? I c...
Boyish Private Investor
  08/06/24
Are you capable of googling "micron high bandwidth memo...
Spectacular tanning salon
  08/06/24
That article u posted in sept2022 predicted that micron woul...
Boyish Private Investor
  08/06/24
...
Boyish Private Investor
  08/06/24
I started buying it at 150 (lol) and bought down until i som...
rose filthy business firm
  08/06/24
ljl the fact yesterday it was down 89.00 USD −1.42 (1...
rose filthy business firm
  08/06/24
A cool 16% return just for moving my thumb in a few directio...
Spectacular tanning salon
  08/14/24
...
Spectacular tanning salon
  08/15/24
...
,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
  04/30/26
...
So we looked at the data
  04/30/26
tbf, it dropped 30% six months later during the tariff panic...
UhOh
  04/30/26


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Reply Favorite

Date: August 5th, 2024 6:31 PM
Author: Spectacular tanning salon

I haven't felt this good about a trade since March 2020. Micron is like the second best way to trade AI and it tanked for no good reason last month

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47931923)



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Date: August 5th, 2024 7:27 PM
Author: Boyish Private Investor

Why is it any good? If u believe in micron why not just buy semiconductor index?

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47932107)



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Date: August 6th, 2024 12:38 AM
Author: Spectacular tanning salon

Do you live in upside down world or something? If I like Micron so much....I should buy the index? What if I think micron will outperform and love highly levered contracted bets?

AI needs high performing DRAM chips. micron has a stranglehold on this in the US market. The only other competitors are in South Korea

It's also free money on a valuation basis

Never question me again

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47932947)



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Date: August 6th, 2024 10:35 AM
Author: Boyish Private Investor

What's a leverage bet? Do u mean you buy calls? I think mu is cheap now below 90 but it's rated a D on schwab. Why?

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47933778)



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Date: August 6th, 2024 9:25 PM
Author: Spectacular tanning salon

What the fuck is a Schwab rating lol? Does that seem like a useful way to pick stocks?

It is attractively valued and has powerful tailwinds you can freely Google. Maybe read this if you're so inclined (note this is pre ai madness)

https://valueinvestorsclub.com/idea/MICRON_TECHNOLOGY_INC/6112738141

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936723)



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Date: August 6th, 2024 9:32 PM
Author: Boyish Private Investor

Before I read tell me why it went up and down past year? I can get it for 85 tomorrow. Soxl is going below 25 tomorrow

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936751)



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Date: August 6th, 2024 9:34 PM
Author: Spectacular tanning salon

Are you capable of googling "micron high bandwidth memory stock"? Youre asking me too many questions. I don't know who you are or care very much about your financial well being lol

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936760)



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Date: August 6th, 2024 10:30 PM
Author: Boyish Private Investor

That article u posted in sept2022 predicted that micron would continue to have 10eps. It's avg earnings are below 0 past 4 quarters.

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936929)



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Date: August 6th, 2024 11:20 AM
Author: Boyish Private Investor



(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47933947)



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Date: August 6th, 2024 9:35 PM
Author: rose filthy business firm

I started buying it at 150 (lol) and bought down until i somehow had 150k worth. I lost 25% of it and got sick of it cause everyday it wld go down 3-4% while NVDA only 1%

So i sold it all and put it in NVDA, ALGO, and SOXL

You are prob right to buy, it will moon faster than these others now that im out

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936761)



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Date: August 6th, 2024 9:37 PM
Author: rose filthy business firm

ljl the fact yesterday it was down 89.00 USD

−1.42 (1.57%) while NVDA was up 3.78% proves my point. NVDA still is only at 104, it has like 35% upside just to get back to its ATH. if u want risky shit just buy SOXL

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47936764)



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Date: August 14th, 2024 2:39 PM
Author: Spectacular tanning salon

A cool 16% return just for moving my thumb in a few directions

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47965719)



Reply Favorite

Date: August 15th, 2024 3:52 PM
Author: Spectacular tanning salon



(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#47970045)



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Date: April 30th, 2026 11:15 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,




(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#49856079)



Reply Favorite

Date: April 30th, 2026 11:17 PM
Author: So we looked at the data



(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#49856082)



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Date: April 30th, 2026 11:48 PM
Author: UhOh

tbf, it dropped 30% six months later during the tariff panic. i hope he held out, but that's hard to stomach.

(http://www.autoadmit.com/thread.php?thread_id=5570427&forum_id=2Elisa#49856118)