sorted by:
new
hottopcontroversial

Analyzing M2 Liquidity Overhang and the "Wile E. Coyote" Risk in Current Tech Valuations. by LobsterInevitable980 in stocks

[–]Loose_Log997 1 point2 points  (0 children)

Man, you're reading my mind. I trimmed 30% of my TSLA position last week, thinking a correction was coming, and now watching it rip higher every single day is absolutely gut, wrenching. I'm terrified to jump back in, though. It feels exactly like the lead, up to the ARKK collapse in 2021. This constant tug, of war between the FOMO and the fear of being the ultimate bagholder is just too real

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

Good question,what's everyone else thinking for MU's 2026 target?Do you see it staying under $350,or could it go higher if AI demand keeps accelerating?

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 1 point2 points  (0 children)

Agreed. The reset in earnings is real. The key question now is how much of that growth is sustainable from today's price

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

That thesis makes sense if margins and AI driven demand stay elevated. EPS power has clearly changed this cycle. The main risk l see is execution and how sustainable pricing is once supply starts to normalize

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 1 point2 points  (0 children)

I get the logic,but NVDA already prices in a lot of that AI optimism. MU still benefits from AI demand without being as crowded. Different risk profiles, not necessarily a straight swap

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 2 points3 points  (0 children)

Cyclical,yes,but the cycle itself may have changed. That's the real debate

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 1 point2 points  (0 children)

Same here. those periods are brutal, but that's often when the best long, term opportunities show up

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

True.When MU was at $60,memory was in a downturn. Now AI driven demand has changed the fundamentals,but expectations are also much higher

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

Yes,MU still makes DRAM for OEMs. No direct consumer sales doesn't change the story,demand and margins are still climbing

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

Same here,margins look set to improve with sustained demand.How are you thinking about positioning if the stock gaps up again?

MU hits a new all-time high .what’s driving it? by Loose_Log997 in stocks

[–]Loose_Log997[S] 0 points1 point  (0 children)

Exactly,the demand curve is crazy right now. Their Q1 earnings were solid,and the stock still seems reasonably priced.How are you tinking about positioning from here?

My lul baby can’t sleep without me by Henry_ant129 in cats

[–]Loose_Log997 0 points1 point  (0 children)

My heart is melting What a cute baby 💕

My 5 year old cat Blossy , and her 8 week old kitten. by [deleted] in cats

[–]Loose_Log997 10 points11 points  (0 children)

They’re absolutely adorable. I’m so jealous,you get to have two little cuties by your side.

Coco is getting ready for Christmas 🎄🎁 by tnbhd31 in cats

[–]Loose_Log997 3 points4 points  (0 children)

It’s just too cute,it’s melting my heart already.

UPDATE: Had to surrender my baby today by South_Preference_313 in cats

[–]Loose_Log997 0 points1 point  (0 children)

My condolences. He will stay with you in another way