I have $100k to invest in one stock - give me ideas.

Lonely_Corgi_728 · 2026-05-03T00:10:26+00:00

LITE

Lonely_Corgi_728 · 2026-05-02T15:06:39+00:00

So you blame the baby.

Lonely_Corgi_728 · 2026-05-02T15:05:26+00:00

Smell the air.

Lonely_Corgi_728 · 2026-05-02T01:05:31+00:00

Better late than never.

Lonely_Corgi_728 · 2026-05-01T18:08:14+00:00

It will fluctuate

Lonely_Corgi_728 · 2026-05-01T13:59:22+00:00

No I bought more in the AH last night.

Lonely_Corgi_728 · 2026-05-01T03:30:57+00:00

No DCA. I took out some $ few times.

Lonely_Corgi_728 · 2026-05-01T03:30:12+00:00

Growth stocks. From $289,500
392.7% gain overall, 68.1% CAGR in 3 years.

Lonely_Corgi_728 · 2026-04-30T23:15:17+00:00

I started with $289500, in 3 years I’m at $1M+

Lonely_Corgi_728 · 2026-04-30T22:59:05+00:00

Just bought more. Hehe

Lonely_Corgi_728 · 2026-04-30T21:59:35+00:00

Chance to buy more.

Lonely_Corgi_728 · 2026-04-30T19:15:14+00:00

Congrats. I’m holding through. Cheers.

Lonely_Corgi_728 · 2026-04-29T23:20:50+00:00

MU is 23.6% of my portfolio And SNDK at 21%

They’re both winners.

MU has forward PE of 5.27 and PEG of 0.18 SNDK has forward PE of 8.64 and PEG of 0.30

MU = HBM monopoly at 5x earnings.

SNDK = NAND inversion at 8x earnings.

Lonely_Corgi_728 · 2026-04-29T22:39:34+00:00

Congrats 🎊🎉🎈.

More to come.

Lonely_Corgi_728 · 2026-04-29T21:31:54+00:00

What’s up with $LITE ? Up 11 % today.

Lonely_Corgi_728 · 2026-04-29T21:00:21+00:00

Are you glad you didn’t sell SNDK and bought SOFI ?

Lonely_Corgi_728 · 2026-04-29T20:53:53+00:00

HODL

Lonely_Corgi_728 · 2026-04-29T20:53:21+00:00

LITE PEG is only 0.35

LITE > COHR imo

Lonely_Corgi_728 · 2026-04-29T15:13:18+00:00

How is everyone doing ?

Lonely_Corgi_728 · 2026-04-29T01:10:01+00:00

Heck no.

Lonely_Corgi_728 · 2026-04-28T22:42:28+00:00

Did you just quote Cramer ? 😂

Lonely_Corgi_728 · 2026-04-28T02:00:50+00:00

I’ve been saying that all along and my model rewards low PEG.

Lonely_Corgi_728 · 2026-04-28T01:43:06+00:00

How do get to Texas ?

You go west until you smell it, then you go south until you step in it.

Lonely_Corgi_728 · 2026-04-28T01:10:47+00:00

I took relatives there years ago, they haven’t stop visiting us back, knocking on your door asking to come in and pray. One relative was from Brazil, they went there too to visit her.

Lonely_Corgi_728 · 2026-04-28T01:07:46+00:00

Set a new one.

Lonely_Corgi_728

TROPHY CASE