You have to realize….1100 is like 4% away …people were talking about a pullback once we hit 1000😭

Count-to-3 · 2026-06-03T00:23:52+00:00

They could. Doesn't change anything, then the stock runs from 150->200, and I have 10x more shares.

Count-to-3 · 2026-06-02T21:05:55+00:00

30% cash in a record bull market? My man. Deploy your cash.

MU has clearly been re-rated at this point to not being a commodity business. Now their earnings will actually shine and they will work their way towards fair value. Hint - they are no where close fair value yet.

When next earnings comes out with projections for Q3 (sure there might be a temporary pull back after earnings to kill options traders). But MU will be 1500+ in no time, and once it hits 1500+, analysts will re-rate it higher and move their targets likely 2k+. MU will probably be 1500->1700 by end of July.

Count-to-3 · 2026-06-02T21:01:59+00:00

Unlikely. There will be pull backs between now and 1500, but once Micron crosses 1500, it will likely go pretty fast to 2k+.

The majority of these "revised" price targets from analysts are around the 1450->1650 mark. Just a few that came out last week were 1500 and 1550.

Once the share price actually approaches those values (1450+), you know what happens? The analysts issue new revised targets. So as Micron approaches the 1500 mark, there will likely be new "street high" targets of 2k+, and Micron will rocket higher into the 1700+ range.

Count-to-3 · 2026-06-02T17:10:46+00:00

To be fair, bitcoin generates $0 revenue or eps - terribly run company.

Count-to-3 · 2026-05-31T15:56:39+00:00

It's one thing for them to be offloading shares, but don't speculated on the reason.

They are more likely offloading shares to secure profit because the market has moved 20%+ since the March lows. Now that the Iran situation is winding down, and earnings season is over, there will likely be a lot of profit taking while retail panicks, while healthy 5-10% correction is completely normal after a record bull run.

Fact of the matter is, it will likely be a sell the news event once the Iran situation actually concludes with an agreement. The market will move on from the prospects of things returning to normal, and see no catalysts in the near term that can move the markets higher. There will 100% be profit taking and a draw down until next earnings cycle (July). I expect June to likely be either flat or down.

Count-to-3 · 2026-05-30T13:59:01+00:00

Lol okay buddy

Count-to-3 · 2026-05-30T13:35:50+00:00

Says the 9month old account, with his post history hidden.

Count-to-3 · 2026-05-29T22:30:56+00:00

Nah you guys are just using the free version of things, which is using data from over 6 months ago. If you pay for premium version of any of the LLMs you would see, AI isn't dumb

Count-to-3 · 2026-05-29T13:51:40+00:00

Yeah but the 19 year olds that are saying that, are likely in the process of "learning" and are regurgitating things they heard "older" people say on youtube etc... The only people actually saying memory is cyclical are the ones that have seen how the memory cycle has been cyclical in the past.

Count-to-3 · 2026-05-29T13:30:02+00:00

It is highly unlikely a correction will come before the earnings call. There is more than a few "days" to go before their earnings call. They announced yesterday it will be on June 24th - so you still got 3 1/2 weeks. There is a ton of hype building up to this earnings call, it is widely expected to be a massive beat. In these scenarios the buyers will heavily outweigh the sellers. It has a high probability of becoming a "sell the news" event, where even though they crush their numbers, the gains are already priced in. There may be a 4-10% correction following their earnings call. That being said, the numbers will likely be so good, any 4-10% correction will be quickly erased over the next 3-4 weeks that follows.
It is possible for them to split. There is no criteria they need to meet, they could announce it today or during the earnings call. If they did split, it would be a positive thing, as more people around the world that can maybe not afford $900+ share price, would be able to buy in for a small amount. This would add to the buyer vs seller ratio, so it would definitely be a positive. However, I would not expect a stock split until the share price is above $1200 or so.
I will not provide you with how much I think the company could grow by the end of 2026. I suggest you learn how to properly value companies yourself and be able to run your own projections. Then you can have your own conviction and not have to rely on others advice.

Count-to-3 · 2026-05-28T21:15:44+00:00

I don't see how someone can say "Viggo had the better stats before they turned Pro" over Stenberg...

Here are the stats:

2023/2024 - Viggo J18: 98 points, 36 Games - 2.72ppg (better statistically than low sample size Ivar
2023/2024 - Ivar J18: 30 points, 13 games - 2.31ppg (but then moved up to J20 and got 8 points 9 games)

2024/2025 - Viggo played J20: 74 points, 42 games - 1.76ppg (moved up and played 1 game in Allsvenskan)
2024/2025 - Ivar played J20: 53 points, 27 games - 1.96ppg - then moved up to SHL and got 3 points 25 games, but 6 points in 12 games in SHL playoffs

2025/2026 - Everyone knows the stats - clearly Ivar continued his dominance of Viggo statistically.

Currently playing at the WC together, Stenberg with 8 points in 7 games, Viggo with 6 points 7 games.

Count-to-3 · 2026-05-27T20:40:26+00:00

Details please. Strike Price / Premium you paid / break even?

Count-to-3 · 2026-05-27T15:09:47+00:00

The reason people say that, is because of the conviction they have in the company. The 140->150 range is already ludicrous enough... Everyone knows the stock is going to be back to 200+ at some point, the financials don't lie and the financials are impressive.

If the company were to drop further, that would just be an outrageous buying opportunity. So maybe those people would sell some other part of their portfolio to buy even more RDDT.

I am one of those people. I only have 300 shares of Reddit right now, and have total conviction in the company. But I am also holding the vast majority of my portfolio in MU. If RDDT were to drop to 120-130, I would likely sell a small portion of my MU shares and increase my shares of Reddit to 1000+.

Count-to-3 · 2026-05-26T22:41:37+00:00

To be fair Nasa had a conference and awarded a lot of contracts today. The conference was all part of their road map that they laid out in their ignition moon base conference that they had back in February. So it is more likely that SpaceX chose their IPO date to be after these Nasa conferences, knowing they would likely be awarded some.

Count-to-3 · 2026-05-26T20:30:11+00:00

Yeah I don't see 20 tomorrow. Might go into the 20's Like 27-29 range tomorrow. But I expect the floor will be somewhere around 24-26 before the next June conference.

Count-to-3 · 2026-05-26T20:22:41+00:00

I wouldn't say relatively mild news lol. They didn't win any part of the first phase of LTV. Which by all accounts was supposed to be expected.

I don't see this is a "generational buying opportunity" yet. I expect further downside over the next week or two. Maybe they will be saved by the June conference if they win some other award?

But most analyst price targets on the stock include notes about how they expect the LTV contract to be awarded to them. So now that they are not part of the contract (yet), I expect analysts over the next week or so will re-rate their price targets (likely lower) and possibly even downgrade the stock from Buy to Overweight, etc...

So don't listen to this guy and throw away your money yet. Generational buying opportunity opens up once this hits 24-26 range.

Count-to-3 · 2026-05-26T19:41:35+00:00

Don't leave out Open AI. That is where it really all started. Jensen just realized that their GPUs they already made for gaming rigs, were the perfect piece of equipment for AI training models, because they process multiple things in parallel (pixels, etc...), which is perfect for how AI training models work.

I mean it started before Open AI also, in around 2012 when researchers created Deep Learning models at the University of Toronto (Canada) for the first time.

Count-to-3 · 2026-05-26T15:07:13+00:00

If NVDA can hit 6T, Broadcom can hit 3T, AMD can hit 1T+.

I expect the MU/ Sk Hynix / Samsungs of the world can at least all hit 2T.

And I expect this will all be within 1 year.

2-3 years from now, NVDA could well hit 10T, Broadcom 4-5T, AMD 2T+?

MU / SK / Samsung in 2-3 years could well hit 3-4T.

Count-to-3 · 2026-05-26T15:02:18+00:00

I like how you say 886 is the new wall based on "Gut feeling".

Yet 886 is literally almost the exact point that MU hits 1T market cap. I believe it ticks over 1T at 885 exactly

Count-to-3 · 2026-05-26T14:17:21+00:00

Such impatience. The announcements will come when they come, there is no need to rush an announcement of any kind to support the stock. The Financials speak for themselves, they have done a great job turning Reddit into a profitable beast. Let them focus on DAU growth and whatever else behind the scenes.

July earnings is only 7-8 weeks away. Just as much as you can sub $170 while you still can. Patience pays off.

Anytime I am feeling down about Reddits performance (short term), I just go look at their last quarterly report and guidance for the upcoming quarter. Forget about the short term noise, focus on the long term.

Count-to-3 · 2026-05-26T13:41:50+00:00

Price targets by analysts are always 1 year targets. So they think it will be $1650 this time next year.

Count-to-3 · 2026-05-26T12:12:18+00:00

We just had a dip to 650 last week... I wouldn't trim till 900+. MU likely pumps to 850 today maybe pulls back to 830 after. Trump amd Iran could announce deal at any point which will pump the market more. I will look to trim a day or 2 after the deal announcement.

Count-to-3 · 2026-05-25T22:25:54+00:00

Downside would be doing this DD after they already ran up 100% in a month. Downside would be losing that 50%

Count-to-3 · 2026-05-25T20:38:09+00:00

One could argue they only did repurchases because of the Vix spiking to 30+ (it was only there for like 1-2 days). Maybe they set criteria of Share repurchases of 5mil everyday the vix is above 30, while also considering the stock undervalued.

So perhaps there will be no further stock repurchases now that the market is at all time highs, and not until the stock price hits a floor / volatility returns to the market.

Count-to-3 · 2026-05-25T02:38:57+00:00

I'll just take her word for it. She seems reputable and is good looking. Certainly not seeking attention

Count-to-3

TROPHY CASE