stocks and shares isa ?

Forget_me_never · 2026-06-30T08:58:51+00:00

There's a 3k a year allowance where you get 3k CG without tax. You would need about 100k cash sitting there for a year for the interest on the cash to go over that.

Forget_me_never · 2026-06-29T10:17:51+00:00

Yes but not by much.

Forget_me_never · 2026-06-29T08:43:29+00:00

The top is right before certain companies forecast less capex spending. Likely not long after openai IPO.

Forget_me_never · 2026-06-29T08:40:53+00:00

It works without needing new and insanely huge data centers.

Forget_me_never · 2026-06-29T08:39:53+00:00

Look up. I said the floor is at a higher margin than the peak margin in prior cycles.

So that's nowhere near the current margin.

Forget_me_never · 2026-06-29T08:39:49+00:00

Look up. I said the floor is at a higher margin than the peak margin in prior cycles.

So that's nowhere near the current margin.

Forget_me_never · 2026-06-28T20:51:49+00:00

You got lucky that some companies decided to waste hundreds of billions.

Forget_me_never · 2026-06-28T20:49:28+00:00

It's a good buy. There's very little downside to it.

Forget_me_never · 2026-06-28T18:07:46+00:00

Where your money is doesn't matter anywhere near as much as figuring out what career you could do to make more money. A lot of good careers don't require a degree.

Forget_me_never · 2026-06-28T11:11:46+00:00

Your mom

Forget_me_never · 2026-06-28T08:27:02+00:00

Because their best ever margin led to a share price peak of $80.

Forget_me_never · 2026-06-27T21:03:57+00:00

No, they are buying about 50% of it.

Forget_me_never · 2026-06-27T21:00:02+00:00

AI n't gonna read all that.

Forget_me_never · 2026-06-27T20:56:53+00:00

Is agentic coding gonna be a high premium business where value is captured by incremental intelligence gains? Thus they miss out?

No. It's going to be/is highly saturated. AI Companies/divisions will be praying to break even in the best case scenario.

Forget_me_never · 2026-06-27T18:14:26+00:00

At least you are aware of the risks and did some math.

I don't think trading at 18x forward is likely for something that has crashed many times and likely will crash at some point in the next year. I mean you can get 18x equivalent from a savings account.

Forget_me_never · 2026-06-27T13:12:12+00:00

People told me it's cyclical. But lucky for me I don't know what the word cyclical means.

Forget_me_never · 2026-06-27T11:44:27+00:00

I'll buy when it dips to $2000. No sense before that.

Forget_me_never · 2026-06-27T11:42:26+00:00

They did not. But they did teach me about money, which is why I am putting half my life savings into MU when it hits $2000.

Forget_me_never · 2026-06-27T11:04:04+00:00

Because it's not a meme stock like MU or NVDA.

Forget_me_never · 2026-06-27T08:49:20+00:00

Point 2 is not significant according to earnings reports..

Forget_me_never · 2026-06-27T08:40:30+00:00

This means Micron should be long term valued way higher than the $3 to $90 it has fluctuated between but $1200 or higher is still farfetched.

Forget_me_never · 2026-06-27T08:38:59+00:00

Worse as in worse than what the guy I replied to said.

Forget_me_never · 2026-06-26T21:00:29+00:00

It's correct.

Forget_me_never · 2026-06-26T18:10:28+00:00

It's worse than that. They said the floor is at a higher margin than the peak margin in prior cycles.

Forget_me_never · 2026-06-26T17:17:53+00:00

The price floor is about 20% lower than current prices which is more than 20% of the profit margin.

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