PIMPING STOCKS

[bobblehead]

Coreweave has taken a beating lately; would you bless a but at current levels ?

Probably, but I think it will take time. Its hard to guess when something like that is reflected by the market. CRWV has a really good future, but it will turn as a company when the building slows and the cash flows. The market may flip at any given moment or take 2 years. If you have a 3 year timeline then its a buy, but it might take all of the 3 years to see it through....or the bulls could take control tomorrow and it doubles this year. Predicting a company is easy, predicting the price action is hard. MU was a case where the price action is lagging the performance....thus a great buy.

[Bretsky]

I was in and then out of tech right after people insisted THIS time tariffs would tank the economy for sure. I still invest where the growth to valuation makes sense. I can't make sense of a company spurting cash from an artery and losing money according to GAAP at the same time. If I could be sure one of the big 4 will solve quantum I would invest in it in a heartbeat even if it were losing money right now.......but what happens when Google is the one to solve it?

edit: Micron is high tech in a sense, but its one of only 2 real suppliers of memory chips to all those hyperscalers. When it comes to chips we have AMD, NVDA, MRVL, AVGO, QCOM and Intel. They are all fighting to stay ahead. Micron and Samsung are the only 2 games in the high end memory business and Samsung recently cranked up its prices leaving a lot of room for Micron to steal market or improve margins. Micron is THE play in the tech world right now imho.

HOW ABOUT THAT MU !????

See ya at 450 soon

[bobblehead]

HOW ABOUT THAT MU !????

See ya at 450 soon

To quote a great band "lovin' every minute of it"!! If I told you how recklessly deep I went on MU APB would be begging me to sponsor his losing poker business again.

[Bretsky]

To quote a great band "lovin' every minute of it"!! If I told you how recklessly deep I went on MU APB would be begging me to sponsor his losing poker business again.

Been doing my share of reading lately; I lot of people think MU has many more years to run

[call_me_ishmael]

Wish I had more money to invest. Lots of stuff on sale. I might unload some XYZ from work, getting sick of it doing freaking nothing.

[Bretsky]

Wish I had more money to invest. Lots of stuff on sale. I might unload some XYZ from work, getting sick of it doing freaking nothing.

WHAT ARE YOU THINKING MIGHT BE ON SALE ???? I want some weekend research.

Bobble, what do you like as well ?

P.S. Prefer high risk/high reward

[call_me_ishmael]

I like Coinbase a lot. I bought a small amount at ~50 a share in 2022 or so and want to buy more. I think it's still a really good value at 200. I would buy some Microsoft right now too. I think Coinbase is the potential home run and Microsoft is a consistent double and should have very good returns the next few years.

I like anything related to AI build out and crypto basically.

[bobblehead]

Been doing my share of reading lately; I lot of people think MU has many more years to run

I try not to get too ahead of myself because things change, but I'll just say this. MU is THE premier memory chip maker on the planet. Only real competition is Samsung. The company has a market cap of under $500B AFTER this runup and it just invested $200B to build another fab plant in Idaho. It obviously thinks the demand is here to stay. Nvidia is projected to keep growing at 40%+ as are all the chipmakers that need MU RAM. All the hyperscalers use MU RAM. I can't look too far out, but the story isn't over yet. I bought another 100 shares near close yesterday. Sold out for 2026 and I would bet they announce they are all but sold out for 2027 pretty soon which would cause another reassessment of their growth. $1000 by end of 2027 isn't out of the question. Oh, and currently sitting at a P/E of 22x while all the chipmakers and big tech are over 40x

[Bretsky]

I try not to get too ahead of myself because things change, but I'll just say this. MU is THE premier memory chip maker on the planet. Only real competition is Samsung. The company has a market cap of under $500B AFTER this runup and it just invested $200B to build another fab plant in Idaho. It obviously thinks the demand is here to stay. Nvidia is projected to keep growing at 40%+ as are all the chipmakers that need MU RAM. All the hyperscalers use MU RAM. I can't look too far out, but the story isn't over yet. I bought another 100 shares near close yesterday. Sold out for 2026 and I would bet they announce they are all but sold out for 2027 pretty soon which would cause another reassessment of their growth. $1000 by end of 2027 isn't out of the question. Oh, and currently sitting at a P/E of 22x while all the chipmakers and big tech are over 40x

Curious; d0 you like MU way more than TSM as well ?

[bobblehead]

Curious; d0 you like MU way more than TSM as well ?

Yes. Especially after the sell of in MU that is nothing more than computer generated MU is my favorite single stock pick right now.

[call_me_ishmael]

I bought MU today and got out of PAINPAL. I think it is going to get bought up to go private or something. they make so much damn free cash flow but no growth at all. CEO out means I'm out.

[call_me_ishmael]

PainPal could literally take itself private in 5-7 years. They are making so much DAMN money. But the stock is just so awful.

[bobblehead]

All the pay accessory stocks are getting crushed over the last several years. They all look like bargains on paper so I'm not sure what gives.

Look at the metrics on FISV, FOUR, PYPL, GPN. All look way undervalued, but the market hates them. Maybe they should start turning some cashflow into dividends instead of trying to constantly buy the competition. If you get paid 5% on any of those stocks they suddenly look attractive.

[call_me_ishmael]

I lost a butt load of money on bitcoin treasuries. I lost so much that I am down like 90% in some cases. It's a small principle investment of like 40K totally across them, but yeesh, just a disaster. I am holding because they're not worth selling right now. Terrible!

[bobblehead]

I can't say I'm glad I never got involved because people I know bought in at 15k and less even. But honestly I never knew how to value a bitcoin so I can't invest in it.