PIMPING STOCKS

[bobblehead]

I don't either, I wish I got out of SaaS sooner and more into AI. You all made a bunch of money while I watched my bag dwindle. I have been doing good on MU. Pretty happy you shared that one. It really was a no brainer in retrosepct.

I think MU still has legs. Notice AVGO and NVDA have rallied nicely since I said so a mere 5 days ago. The common man doesn't know how to value a stock. They get scared of fast runups when they are justified and get excited and jump onto fast runups that aren't. For whatever reason AVGO and NVDA stagnated for over 6 months, but they didn't stop growing earnings. Those are the things that make winners. And then I have significant stakes in pipelines and preferred shares through PFFA that pay my bills and dump cash every month. When I'm ready to exit those tech plays again I'll have more income than I ever really expected to have.

[call_me_ishmael]

There will be a near infinite demand for RAM for the foreseeable future and nobody is stepping up to make it the way chip makers like Google are for GPUs. At least AFAIK.

[bobblehead]

There will be a near infinite demand for RAM for the foreseeable future and nobody is stepping up to make it the way chip makers like Google are for GPUs. At least AFAIK.

HBM is the real demand, but the difference is subtle. And the key, at least for now, is that the price of HBM compared to a GPU is miniscule so no one feels the need to step in even when prices are doubling and tripling. If they continue to price up that could change, but by then MU could be a $1000 stock. People are acting like nothing has changed and this is just a normal memory supercycle that wanes and leaves a ton of inventory laying around while Micron has serious regression in earnings, and while I hate the phrase I'm going to say it anyway. This time is different.

[Bretsky]

I think TSM still has legs as well

[bobblehead]

I think TSM still has legs as well

If you hold TSM for several years I doubt you will be disappointed, but I like to get really nice entry points and TSM is just a tad high for me right now.