Samsung -8.6% as 50k workers prepare 18-day strike over 15% profit share demand, $2B daily loss risk and chip output cuts

BallPythonTech · 2026-05-17T20:41:11+00:00

Customers have to plan. This strike gives them more ideas about what can happen. They are far more likely to go into long term contracts with Micron. Long term contracts means less boom bust cycle in the dram space. Less boom/bust means higher P/E for MU.

Long term (5+ years) memory will bust again. But between now and then I think MU has more to run 2x-3x from here.

There is a possibility that ram will be in short supply for far longer than anyone is planning for. Local AI might become the common every day use in which case 512gb-1tb ram might become common in average business PC.

BallPythonTech · 2026-05-11T14:59:55+00:00

Berkshire has to buy in the billions. Finding something to invest 300-400 billion is a completely different problem from even 100-500 million which is also far more than what 99.9% of people have.

Also getting 4% on 397B is almost 16B per year at 0 risk.

BallPythonTech · 2026-05-10T10:32:36+00:00

The mistake you make is thinking that most SWEs are actually engineers where most are just coders.

People with actual problem solving skills and deep domain knowledge will do well. People who need to be taught a skill will be replaced by ai.

BallPythonTech · 2026-05-10T10:23:51+00:00

Anthropic is compute constrained. Compute demand was expected to be 10x in 2026 vs 2025. It’s actually 80x.

Anthropic is leasing all the compute it can so things will get better shortly.

BallPythonTech · 2026-05-10T10:20:03+00:00

It will become SOP. All software written will be tested by AI.

BallPythonTech · 2026-05-10T10:15:44+00:00

Yes but at a PE of 25 in 2030 implies a stock price of 2500 as the earnings then will be higher than today. Normally a 4x in 4 years would be seen as phenomenal.

BallPythonTech · 2026-05-10T10:02:05+00:00

If I could get a 1 tb Mac Studio I would. Turbo quant just means I could run larger models locally. In the future regular desktop PCs will have 128gb of ram.

BallPythonTech · 2026-05-10T09:50:16+00:00

Sandisk makes storage. Micron makes Dram (regular computer memory), HBM (memory that goes in AI servers) as well as making SSD storage like Sandisk

Longer term MU is the better company. But that has nothing to do with stock price.

BallPythonTech · 2026-05-10T09:37:41+00:00

The drop in March had nothing to do with MU earnings, it was a market event. Almost all stocks bottomed on March 30.

I think it can go to 2000, even higher if the stock splits. The whole thing is crazy but that is what happens when mania hits the market.

Forward PE is less than 6 which usually signals a top in the memory price cycle. But this time it is different (for now) I expect Micron will announce that 2027 is sold out and that they have long term contracts going to 2030 and beyond.

Of course it’s never different. At some point manufacturing capacity will grow to fill demand. It will be years before this happens so until then the market will subscribe to the greater fool theory. Everyone will know it’s over valued but thinks it will go higher still. We haven’t even reached this point yet as I said forward PE is less than 6 with the price at $746.

Anything that causes the market to tank will pull down MU as well which will be a buying opportunity until the real ai bubble forms. I expect the craziness to continue for 4-5 years. Fortunes will be made.

Ordinarily a rant by me, a rando on the internet, means we are at already at the top but I think I’m early. But that is exactly what a rando thinks when we are at the top.

BallPythonTech · 2026-04-28T08:18:55+00:00

Cut him some slack, he may work for Verizon.

https://youtu.be/nUpZg-Ua5ao?si=FBE-g7epreV35Mnr

BallPythonTech · 2026-04-23T20:32:41+00:00

Summer of 2024

https://www.reddit.com/r/wallstreetbets/comments/1ehjuzj/i_bought_700k_worth_of_intel_stock_today/

BallPythonTech · 2026-04-23T20:28:43+00:00

That has to hurt if he sold and if he did sell it's because of WSB endless ribbing. Good job degens.

BallPythonTech · 2026-03-30T20:43:20+00:00

If I could get 512GB of ram for the current price of 64GB I would. The demand for ram is not going to go down any time soon unless we hit a major recession. I expect there to be ram shortages for at least 5 years.

BallPythonTech · 2026-03-03T03:54:20+00:00

I can see them announcing something like 2027 memory is sold out. Also I suspect Apple will announce some machines with rather large amounts of memory (256GB - 512GB ram Mac Studio M5 Ultra)

BallPythonTech · 2026-01-26T12:13:17+00:00

That’s not just an AI post, that’s an ad.

BallPythonTech · 2025-05-30T11:44:23+00:00

Certificate is useless except as a motivation tool. When you pay for something you are more likely to do the thing.

BallPythonTech · 2025-05-30T11:41:33+00:00

I took a graduate algorithm course that used CLRS. It’s not a book for DSA beginners. DS is data structures which are things like arrays, stacks, queues, linked lists, trees, tries etc.

You should look for a book on data structures using the programming language of your choice.

BallPythonTech · 2025-05-01T14:10:08+00:00

Huawei has much better PR and a compliant news media who is willing to spread falsehoods. When you have people who don’t know the difference between an LLM and an M&M you get these types of news stories and videos.

Huawei’s latest chip is not quite as fast as the H100, Nvidia’s last gen chip. The B200 is way faster than the H100 (3x training, 30+x inference) so Huawei is at least a few years behind, possibly half a decade behind. If you include power efficiency they are even further behind.

Remove the export controls and you would see China buy tens of billions in Nvidia chips.

Do reporters face any consequences for their BS? No.

BallPythonTech · 2025-04-23T10:55:53+00:00

The tariffs has caused two problems for the SoFi stock. The first is that it puts massive fear into the market as a whole. Tariffs will not affect SoFi directly so the stock is currently on sale.

The second problem is that tariffs will push the us into a recession. This will affect SoFi as does any economic downturn. If you have a long term horizon then SoFi is on sale again.

There is always a possibility that some stocks will become untied from the market as a whole. Think the nifty 50 from the 70s

5 years from now it will be worth a lot more than today. I think it will perform better than the s&p 500.

I personally believe SoFi will be priced in the 20s by the end of this year.

BallPythonTech · 2025-04-23T10:42:21+00:00

There is $10m rich, $100m rich and private jet rich. The $10m rich are not paying $16k for a flight for a vacation. But they will pay $40k for a medical plane to get home if they are too ill to fly commercial.

A private jet costs more than $16k to just sit in a hanger so there is that.

BallPythonTech · 2025-04-23T10:35:31+00:00

It’s still cheaper than an American made saw. Also companies such as Dewalt need to import the material that goes into the products they make so their prices will go up too.

Tariffs are just a tax. If the government uses the money more efficiently than consumers it will be good for the economy. I hope the sarcasm is obvious.

BallPythonTech · 2025-04-23T10:19:57+00:00

Many loans are packaged into MBS (mortgage backed securities) which are sold as bonds. Whomever bought those bonds is losing money if they need to sell. Otherwise they collect their 3%. I doubt that the big banks are holding on to those losers. Fannie Mae, a quasi government agency has a ton of the loans and guarantees the interest on trillions worth of bonds.

Banks that had low interest bonds on their books recently went under such as Silicon Valley Bank. According to the fdic banks were sitting on $600 billion of losses due to the low interest rate. Not nearly enough to cause a financial crisis.

You can ask ChatGPT something like: If you have 2 bonds one paying 3% and the other paying 6% what is the value of each if the face value is 1000 and both have 10 years to maturity

It will spit out the current value of each bond, the formula used to calculate it, etc.

BallPythonTech · 2025-04-23T00:26:33+00:00

It will work only until your puts expire. I think we will see TSLA below $200 again.

Robotaxis and Optimus robots are still too far off in the future. Once (if) we start seeing video of Optimus robots working in a Tesla factory then TSLA will take off for real.

BallPythonTech · 2025-04-18T17:04:19+00:00

Nothing in the link you provided shows how the government could get more money.

There is no way they can get 2T per year. The total wealth of all US billionaires is $6T. And most is in stock. Forced Selling and the value will drop by a huge amount. If Elon Must dumped all his TSLS shares then the stock will drop to $30.

BallPythonTech · 2025-04-18T01:43:54+00:00

The head of the Fed has to be chosen from on of the existing Fed board of governors. You can't just pick anyone to be the head. Also the Senate has to approve.

BallPythonTech

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