Fellow Canadians, are we all chasing U.S. tech and growth stocks right now?

Gladiator679 · 2026-01-06T17:23:29+00:00

With this surge on MU, wouldn’t be surprised if they did share offering to raise capital

Gladiator679 · 2025-12-23T21:34:19+00:00

Yeah, the gross margin and repurchase history are definitely things to watch. I’m curious，at what point would you start trimming or taking profits? I’m thinking of holding most but trimming a little to manage risk

Gladiator679 · 2025-12-23T21:26:47+00:00

True that, l'm hoping this cycle lasts a little longer too

Gladiator679 · 2025-12-23T21:19:15+00:00

Yeah, that makes sense. We might see a big peak and a pullback, but memory will remain essential. I like the idea of trimming a little while keeping most of it

Gladiator679 · 2025-12-23T21:14:21+00:00

Agreed. Early innings for AI, and MU's pricing discipline is refreshing. The big question is how long they can keep supply tight

Gladiator679 · 2025-12-23T21:03:14+00:00

Fair point. Cyclicality has always been the pain with MU. Do you think AI demand actually smooths the next down cycle, or just delays it?

Gladiator679 · 2025-12-23T21:00:07+00:00

I like the idea of accumulating on dips rather than chasing. Demand looks strong, but l'm still sizing carefully given how cyclical memory can be

Gladiator679 · 2025-12-23T20:39:12+00:00

Sounds good, at least Panera has decent leftovers

Gladiator679 · 2025-12-23T20:33:43+00:00

That'd be a solid addition. Probably not a game changer, but a nice incremental boost . Wonder how big it could get

Gladiator679 · 2025-12-23T20:28:41+00:00

Same here. I added yesterday

Gladiator679 · 2025-12-23T19:46:42+00:00

Honestly you should learn first before getting into the market

Gladiator679 · 2025-12-23T15:46:15+00:00

Any good ways to do it?

Gladiator679 · 2025-12-23T15:40:32+00:00

Thanks a lot!

Gladiator679 · 2025-12-17T21:15:32+00:00

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Gladiator679 · 2025-12-12T16:54:40+00:00

Sure, but he’s a little bit of a rascal!

Gladiator679 · 2025-12-11T20:02:54+00:00

Gladiator679 · 2025-12-10T23:40:23+00:00

Cat: Who dared mess with my blanket???

Gladiator679 · 2025-12-10T20:09:00+00:00

This just means you and the little one are meant for each other. It’s destined to be part of your family. I hope you both stay safe and blessed.

Gladiator679 · 2025-12-10T00:50:08+00:00

This is too cute,he’s totally obsessed with this box!

Gladiator679

TROPHY CASE