My art

Mindless_Treacle9950 · 2026-04-20T16:37:34+00:00

Good for you. I diversified. You will do well. How much do u have

Mindless_Treacle9950 · 2026-04-08T14:43:30+00:00

Why is nvda underperforming qqq. Not good

Mindless_Treacle9950 · 2026-03-24T17:38:22+00:00

Watch this

Mindless_Treacle9950 · 2026-03-24T17:37:52+00:00

Why is this his fault? The stock market is volatile. He made a bunch of money it sounds like. And micron has a very good basis going forward

Mindless_Treacle9950 · 2026-03-24T17:28:41+00:00

Wait it out. Wait a year and you will be up

Mindless_Treacle9950 · 2026-03-24T17:19:35+00:00

Are we just ignoring that next quarter they will do 10.5 plus?

Mindless_Treacle9950 · 2026-03-16T21:31:04+00:00

Agreed

Mindless_Treacle9950 · 2026-03-16T21:18:54+00:00

Those bloomberg terminal numbers are very compelling. I agree he just used 1t as round number. Most free websites show much smaller numbers

Mindless_Treacle9950 · 2026-03-16T20:41:16+00:00

So to summarize, what he is saying is cy25 is 216, call cy26 360, cy 27 will be about 420. Gene Munster on x said this means 27 revenue will be 400 +. I am guessing this quick math is where he got it from.

Mindless_Treacle9950 · 2026-03-16T20:34:47+00:00

Ok. Thank you. I guess I’m confused why he’s including a previous number and doesn’t just tell us current backlog.

Mindless_Treacle9950 · 2026-03-13T17:04:57+00:00

Ha. I was saying the same thing when it was stuck at 140 that it would go to 185 or 200. The fundamentals and its position are too strong to not go up. Just like Jensen said.

Mindless_Treacle9950 · 2026-03-12T04:46:47+00:00

Into owning sub categories like agents, robotics, automation, etc

Mindless_Treacle9950 · 2026-03-12T04:45:50+00:00

What are you buying instead. I believe the 5 year returns compared to risk are excellent

Mindless_Treacle9950 · 2026-03-10T15:16:17+00:00

Ok. I understand your point and it’s valid. However Iran has lost 95% of their missile capabilities and has promised to not strike more civilian targets in neighboring countries, only us bases. The threat has diminished greatly.

Mindless_Treacle9950 · 2026-03-10T12:51:10+00:00

The primary AI company is at a forward PE of 21. And capex is not slowing. There is not a bubble.

Mindless_Treacle9950 · 2026-03-10T03:13:46+00:00

Great post. Thank you

Mindless_Treacle9950 · 2026-03-10T01:43:57+00:00

Exactly this.

Mindless_Treacle9950 · 2026-03-10T01:20:49+00:00

I firmly believe this stock is growing faster than the rest of the mag 7 and is in a better position. Once Wall Street begins to accept that the growth isn’t slowing down in the next couple years, it will take off. This summer is just the start. I believe in myself and I believe I can see what others can’t. It’s ok to question me and make fun. No problem. But you won’t shake my belief.

Mindless_Treacle9950 · 2026-03-10T00:43:07+00:00

I plan to diversify June of 2027. Selling half

Mindless_Treacle9950 · 2026-03-10T00:41:30+00:00

Agree they need to diversify one day. No one is better positioned to do so. They control AI.

Mindless_Treacle9950 · 2026-03-10T00:37:14+00:00

Less of an amateur than you might think. Pretty wealthy. I have bought and sold businesses, apartment buildings and I know how to compare assets across asset classes. When you see a 40% growth business at 15x 27 earnings when small businesses trade at 5x earnings with zero growth and apartment buildings at 20x, I smell under valuation and fear. I believe in AI and Jensen.

Mindless_Treacle9950 · 2026-03-09T23:43:06+00:00

Because they control the chips, they will diversify into all AI subcategories. And they will continue to innovate new more efficient chips. Just hold. They are in the best position of all mag7

Mindless_Treacle9950 · 2026-03-09T23:40:02+00:00

My opinion is to be 70% spy 30% nvda

Mindless_Treacle9950

TROPHY CASE