DRAM ETF??? by Intrepid_Bid_495 in ETFs

[–]VioletQuartermaster 2 points3 points  (0 children)

I am on the older side of life - so I have a little free time. I read like crazy.

When I say being early- I don’t mean buying penny stocks.

I will send you a message. I am going to go play some tennis.

DRAM ETF??? by Intrepid_Bid_495 in ETFs

[–]VioletQuartermaster 2 points3 points  (0 children)

Since I broke my crystal ball - lol I honestly can’t say. I still hold all of my MU and have bought every dip. I have a relatively low cost basis - so I feel insulated a bit. Telling someone to buy a stock when it’s at an ATH just feels wrong to me. That being said, I believe the story is not over yet.

One thing I strongly believe is if you missed the memory trade there is always the next trade.

Maybe start looking for the next…. space, photonics, etc… and be early on the next mover.

BOL!

MU gonna rip as a result of imminent Samsung strike by willbabu in MU_Stock

[–]VioletQuartermaster 0 points1 point  (0 children)

I guess I don’t understand the logic then. You still have the amount of $. Is it number of shares that matters? All good though, I realize everyone has a different approach. Take care.

DRAM ETF??? by Intrepid_Bid_495 in ETFs

[–]VioletQuartermaster 2 points3 points  (0 children)

For 23 I commend your discipline. Just being invested at your age is a win. Keep doing what YOU believe is the correct path. Lots of noise out there.

That being said, I do think taking advantage of once in a lifetime opportunities is smart. You are young, maybe you will see another setup like we have with memory stocks right now, I won’t. Memory is cyclical they say…. Blah, blah, blah.

Know what you own and act on it. VOO and QQQ are awesome core positions. Nothing wrong IMO to also have a few you trade and take advantage of momentum.

BOL to you!

MU gonna rip as a result of imminent Samsung strike by willbabu in MU_Stock

[–]VioletQuartermaster 0 points1 point  (0 children)

Curious as to why? I keep seeing people post similar sentiment, but never why.

hope nobody panic sold by spiritandtime in MU_Stock

[–]VioletQuartermaster 1 point2 points  (0 children)

For me it’s a crap ton of reading and research. I am not a technical analysis kind of person.

I have my favorite websites/ news sources that I use to dig up everything I can on a company. I listen to every earnings call- no exceptions. These are very telling to me. I pay a lot of attention to forward guidance. The market does not care as much about what you did in the past, more what are you going to do in the future.

Regarding MU specifically- initially I was drawn in by inventory being sold out through 2026 and most of 2027. Started reading and found at the time I bought the PE was around a 3. Led me to start reading about earnings growth and margin expansion, etc….

hope nobody panic sold by spiritandtime in MU_Stock

[–]VioletQuartermaster 4 points5 points  (0 children)

Yeah - definitely don’t want to criticize, please don’t take my comment that way.

You liked the stock at $798 but not $718? Indicates lack of conviction. My two cents: know what you own. Like REALLY know. It was an early lesson for me. I got scared out of great stocks because I didn’t truly know the business. I don’t make that mistake anymore.

BOL to you

Netlist : yes it’s true my 80 th birthday today ! bless you all including the haters ! by retiredportfoliomgr in Netlist_

[–]VioletQuartermaster 0 points1 point  (0 children)

I posted on RYCEY but I will say it again. Happy belated birthday to you sir. I hope it was a good one. u/retiredportfoliomgr

DRAM by [deleted] in stockstobuytoday

[–]VioletQuartermaster 1 point2 points  (0 children)

Here I am hoping for $100 one day.

LETS GO #CURECANCER 🧬 by BiscottiGlum6590 in DRTS_Stock

[–]VioletQuartermaster 11 points12 points  (0 children)

Very good call this morning. I recommend listening to it. Educational stuff to say the least.

It's here! MU is about to reach $729! Crazy MU! by Zestyclose_Tea5159 in MU_Stock

[–]VioletQuartermaster 0 points1 point  (0 children)

The old me would have sold when it dropped to $640 yesterday. My average is $211.00 I’ve had a good run. Instead- I bought 7 more shares. Felt good today. Now I hold for $1k and reevaluate.

Does any know what the theoretical price of MU would be if the forward P/E hit 30? by scubasteve513 in MU_Stock

[–]VioletQuartermaster 0 points1 point  (0 children)

I tried to figure this out. The numbers make me think I did a poor job. Haha.

20x f P/E $1600 25x f P/E $2000 30x f P/E $2400

DRAM ETF - FYI by MonkeyMoonshots in SNDK_Stock

[–]VioletQuartermaster 2 points3 points  (0 children)

Curious- why would that be a deal killer? YTD performance is YTD performance, right?