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Excellent advice. Several years ago (It's documented in the locked thread), before I retired, there was an oil price crisis (it fell to 18 bucks)...
I don't know what nVidia should be valued at but GB300 performance is just coming to light and the performance step is not what was promised while...
I wanted to buy SK Hynix in 2022. If I could have, I would have. At the time, I had zero interest in Samsung but it was SK Hynix research that...
I consider looking at 2022 share price performance as insightful as reading tarot cards, in determining future performance of Micron. If...
Your SPCX is up, slightly, and stable beyond what was generally predicted.
When I see WXYZ wih Micron, I know I've been typing too much.
Here's a perspective on corporate and market froth. I've written I have lost my ability to value some companies. Perhaps this has always been...
A while ago, I mentioned I can no longer value some companies. It turns out, I also can't value the market as accurately as I used to. So, how...
I don't see a rush, OMR. For me, snap snap decisions are never a good idea, even when I get away with it. SpaceX can add a ton of value with...
I apologize for locking horns with you Ram but I haven't been following those companies closely. I have no insight to share. Also, quantum...
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...
For people interested in semiconductor technology, this is one of the more authoritative sources around....
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...
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...
Oral?
Here are a couple of morsels. 1) Elon is aggressively selling the SpaceX orbiting data center platform. They offer multiple configurations with:...
These sort of dips and flash crashes have been happening for 20 years. Michael Lewis touches on it in his excellent book Flash Boys.
In the mid 90s, an extremely successful CMA told me that businesses are valued at 3~4x their annual profit. Imagine that metric today. SpaceX...
The final installment of my manifesto is on perspective. This is how my reality differs from what probably comes across in my posts. I've posted...
I like the company but don't personally own any Tesla. It's a medium shot (neither a long shot nor a sure thing).
