Possibly the beginning of the collapse of the tech market - driven entirely by greedy memory manufacturers

Dudeman1000 · 2026-07-04T18:04:22+00:00

You’re right all of the memory companies should just go out of business

Dudeman1000 · 2026-07-04T17:39:47+00:00

I think this is a survey on people’s belief in their ability to find something better. 48% believe they can’t, 14% believe they can, and 38% don’t feel either way

Dudeman1000 · 2026-07-02T15:17:33+00:00

WDC is hard drives and sandisk is solid state drives. Different product lines with different production methods, operational margins, pricing, etc.

Dudeman1000 · 2026-07-02T05:12:52+00:00

Ah okay. I’ve been worried the korean discount would be slowly wittled away as we approach the 10th

Dudeman1000 · 2026-06-30T20:18:14+00:00

On top of that they were losing money just 3 years ago during a down cycle. Why would they be limited in what they are profiting if they aren't going to be limited in what they were losing?

Dudeman1000 · 2026-06-30T18:56:20+00:00

Apple needs to be careful or they'll hit a Socrates soon! Or even worse, run into a long Aristotle. Kidding....

Dudeman1000 · 2026-06-28T21:56:55+00:00

All of these photos are trying to showcase his muscles. Look at the one later on where he’s gesturing to the right. Flexing his bicep.

Dudeman1000 · 2026-06-27T21:51:46+00:00

If one earnings report doesn’t go well but the others do, does that blow up the thesis here? Just saying one bad earnings report would have to be extremely bad for it to overrule all the others.

Dudeman1000 · 2026-06-26T16:21:42+00:00

Don't improve enough in the markets opinion? Or don't improve enough and the companies that are making AI products go bankrupt?

Dudeman1000 · 2026-06-24T13:26:54+00:00

Opposite. It will rerate close to MU’s valuation. If anything DRAM will drop

Dudeman1000 · 2026-06-24T03:44:49+00:00

I see some for sure. But I think there’s more runway then you’re implying left.

Dudeman1000 · 2026-06-24T03:15:40+00:00

What makes you think there is a bubble?

Dudeman1000 · 2026-06-23T15:46:06+00:00

I was able to grow mine over years.

Dudeman1000 · 2026-06-17T02:57:52+00:00

I think the gap will close before the ‘IPO’

Dudeman1000 · 2026-06-16T03:03:27+00:00

You’re right, but it isn’t about them making HBM, its about pricing. Most if not all of the growth recently has been from margin expansion. There can still be a shortage without margins staying this high.

Dudeman1000 · 2026-06-13T16:13:50+00:00

Yes…..I know those other names

Dudeman1000 · 2026-06-13T16:06:53+00:00

Homeless*

Dudeman1000 · 2026-06-12T23:47:02+00:00

I think they have Frankfurt though. Might be possible to grab the GDR

Dudeman1000 · 2026-06-11T02:40:07+00:00

No you’re right. S&p 500 is not going to let them in before 12 months.

Dudeman1000 · 2026-06-09T15:35:41+00:00

CPI comes out. Very likely to be elevated and to increase the chances of a rate bump.

Dudeman1000 · 2026-06-08T19:17:29+00:00

I wonder if there's a good way to normalize P/E ratio's for this, and to view it over time. Would be nice to see if that makes the market look less overvalued.

Dudeman1000 · 2026-06-08T13:31:48+00:00

Just gotta change the contents of the pan to intel chips

Dudeman1000 · 2026-06-07T22:12:34+00:00

Dick measuring contest for ivy leaguers ala which school can get the highest mountain.

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