I also have a small amount put aside for "SPECULATION" what some have called mad money, play money, for high-risk, potentially high-reward investments. This is how I ended up with Micron .......
You're a lunatic after my own heart. FWIW, my analysis on Micron is: there continues to be some headroom left but all bets will be off in roughly two years when ZRAM (and and MRAM come to town. MRAM won't reduce the need for NAND flash (the stuff SSD are made with) but it will change the need from primarily TLC to QLC (cheaper, higher density) NAND. QLC will open up the market to vendors who currently make product that isn't welcome in the corporate world. If you have some analysis, I would appreciate hearing it. Cheers, my pentastar friend.
My comments about you guys never hosting the cup again were only tongue in cheek. Glad to see some posters here have an interest. And it looks like you are doing a fab job as hosts. The stadiums look absolutely incredible!! And you smashed your first game - what a performance!! Really hope you guys do well.
There is a post above about record LOW investor sentiment. Here is another take. The bottom line......this "stuff" is simply fear-mongering for clicks and has nothing to offer actual investors. Sentiment Sours as Stocks Pull Back (see post on prior page) AND NOW The Market Is Giddy. Is Your Portfolio at Risk? https://www.barrons.com/articles/panic-euphoria-index-stock-price-e00ffbbe?st=8fnW6D It would be nice if there was actual investing content in the daily media. BUT....we are never going to see that again.
We know you were giving us a hard time in good fun Lori. The guys played well in the opener, but it will just get much tougher with each game. I thought the stadium was electric and it was a good show of support.
Yes, the financial media is all about short term and just snapshots of emotional investing. The topics are just a repeat of quick hitting stories and theory. But that is kind of their purpose anymore. Long term investing is widely adapted now, but it is not exciting in those kind of terms to drive an audience. I am okay with it and realize that it is just that way. The decisions I make regarding my plan are not sourced from them anyway, so I just don’t bother with wasting time with any of the stuff. There are plenty of other ways to research information than media headlines.
To a very major extent, I believe this is the only approach that is viable. How many long term investors do we have in this forum? Maybe 4? How many consider themselves long term investors? Maybe 10? How many Stockaholics left because they didn't get rich quick and had no interest in any approach that requires decades to succeed? 2413. Just about any contemporary person is Impetuous. I do not declare that with any amount of joy. It simply is an unfortunate truth. If you want to sell dish soap and boner pills to Joe Average, you need to tell people how to get rich quick. You can be wrong 11,000 times and correct 3 times. It doesn't matter. Masses of near zero attention span people will tune in to hear about today's sure thing. We have the media we deserve. Decent information is out there. You have to know where to find it. It isn't in any of the major media sources and almost none of the minor sources. Also, you have to develop an intuition for bad information. Even a good source will relay bad data. If you can become competent at that, you will do well at life and have a decent idea of reality most of the time. Of course, you also need to acknowledge to yourself that every single person is wrong from time to time. If you think you're always right, there is no hope for you.
For people interested in semiconductor technology, this is one of the more authoritative sources around. https://www.trendforce.com/landingPage/semiconductor They've definitely published some misinformation but they have also refrained from publishing a whole lot of lies. For example, 2.5 years ago, Pat Gelsinger said the Intel 18A node had achieved 75% yield. There was no way that was true or even possible. I immediately called it out here, in the Stock forum. I never saw it on TrendForce. It was picked up by quite a few industry sources, however. Intel 18A would do tremendously well to achieve 50% yield of 100mm^2 dies, right now. lol! Even the term "75% yield" is meaningless drivel. Every wafer has 3~5 inclusions (blemishes). If you make single die wafers, the yield would be 0% regardless of any lithography errors. If you make 100,000 dies per wafer, your yield would be 99.997% maximum, minus any process errors. A modern CPU is 75~100 mm^2. DRAM is similar so yield should be calculated with die size 90 or 100 mm^2 and the size needs to be cited to make the yield percentage meaningful.
Is anyone betting on the CXL evolution of AI? CXL will also help supercomputing but nobody cares about supercomputing. I have a pretty good idea of AMD's path to CXL. It will be an astonishing step forward. There will be an immediate, major, step forward with additional big steps when MRAM and massive vertical packaging come online. My only view of nVidia's CXL design is that Rubin and Vera support it. I expect Vera will be a bottleneck. nVidia is citing a 1.8x performance boost over "x86". If they really mean x86 and not x86_64, that will be one of the greasiest product announcements in the history of technology. If they are presenting N3 Vera as being 1.8x better than N4 Zen 5 in 64 bit mode, there's absolutely zero chance that can be true. This is another Intel 75% yield moment. CEOs should go to jail for lies this ridiculous. Vera will be competing with Zen 6 so it won't go well for nVidia. On the GPU side, that will be anyone's guess. Worst case, nVidia can toss Vera aside and adopt Zen 6. Customers will. lol! CXL will level the software playing field, also. It's going to be a wild ride. Smart money will probably buy both AMD and nVidia. I won't buy either, as I consider both of them to be overvalued.
TomB , WAAAAY beyond my vocabulary, But now I know where to go for chip stock advice And I am in agreement on Micron , I really wanted it to be a Googl , AMZN , APPL, Microsoft BUT I'm just not seeing it. I am going to have to figure out when to get out, unless they come out with something amazing in the next year...... Exit strategy hmmmm And what to buy ? More SMH , XLK or go safe with just VOOG JUST curious what you think of: IONQ SMCI QUBT All of which I own , again that spec money
