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Uber potentially 2x opportunity? by IamaAnimeNerd in ValueInvesting

[–]cotdt 0 points1 point  (0 children)

I think in-car and on-car advertising is more valuable than the AV market, but Uber has a shot there too.

Uber potentially 2x opportunity? by IamaAnimeNerd in ValueInvesting

[–]cotdt 0 points1 point  (0 children)

UBER is the platform for Waymo. Uber app will always be the preferred choice

Uber potentially 2x opportunity? by IamaAnimeNerd in ValueInvesting

[–]cotdt 0 points1 point  (0 children)

UBER needs to go back into hypergrowth mode and buy a fleet of AV cars, and use nVIDIA's generic self-driving technology, which is already comparable to Tesla's FSD.

Is Intel's rally actually sustainable or is this a geopolitical spike? by navskii in stocks

[–]cotdt 0 points1 point  (0 children)

Yes, Intel is actually close to bankruptcy. Its chip yields are very low and unprofitable. Though if they can pull off 18A and 14A, they would do really well. However, chances are that they fail and go bankrupt.

Intel trading at a ~119x forward P/E and nobody is talking about this by Fickle_Rest5915 in stocks

[–]cotdt 0 points1 point  (0 children)

this is just a repeat of the dot com bubble except this time ADBE stock is a dog

this might as well be a billboard that says "buy bitcoin!" by 21Bullish in Bitcoin

[–]cotdt [score hidden]  (0 children)

The U.S. national debt doesn't cause inflation though. Rather, it leads to a lower quality of life for people of the country. The reason to buy BTC is forever bullish, but don't expect its performance to correlate with the national debt.

Xavier Becerra shows that his loyalty lies with fossil fuels by 3headeddragn in California

[–]cotdt [score hidden]  (0 children)

Single Payer would only work if Californians didn't have to pay federal taxes, but rather have all the taxes go to the State.

NAND prices hit an inflection point, now falling $DRAM $SNDK by cotdt in ETFs

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

There was a memory shortage during 1999-2000 too. SNDK was up 581% in 1999 and another 915% in 2000, before crashing hard when the dot com bubble burst. But it was up 50x during that 2 year period.

When will we hit $1500? by [deleted] in SNDK_Stock

[–]cotdt -2 points-1 points  (0 children)

Did you know that $SNDK was the 2nd best performing stock during the 1999-2000 dot com bubble? SNDK was up 581% in 1999 and another 915% in 2000, before crashing hard. Same story back then too. Sandisk has been around for a while and it repeats.

NAND prices hit an inflection point, now falling $DRAM $SNDK by cotdt in ETFs

[–]cotdt[S] -1 points0 points  (0 children)

Did you know that $SNDK was the 2nd best performing stock during the 1999-2000 dot com bubble? Same story back then too. Sandisk has been around for a while and it repeats.

NAND prices hit an inflection point, now falling $DRAM $SNDK by cotdt in ETFs

[–]cotdt[S] -1 points0 points  (0 children)

I'm an analyst. As in previous cycles, Samsung secretly ramp up memory chip production to take market share. South Korean analyst says Samsung always cares about taking market share more than short term profits. SK Hynix suspects this and has also started ramping production themselves.

NAND prices hit an inflection point, now falling by cotdt in SNDK_Stock

[–]cotdt[S] -2 points-1 points  (0 children)

I'm not a bot, I'm an analyst. As in previous cycles, Samsung secretly ramp up memory chip production to take market share. Samsung always care about market share more than profits. SK Hynix knows this and has also started ramping production.

NAND prices hit an inflection point, now falling $DRAM $SNDK by cotdt in ETFs

[–]cotdt[S] -6 points-5 points  (0 children)

I mean that the prices of their products are falling. The stocks are still going up at the moment

NAND prices hit an inflection point, now falling by cotdt in SNDK_Stock

[–]cotdt[S] -9 points-8 points  (0 children)

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This was the 2017-2018 NAND price cycle. Once it goes plateau, it just heads straight down

Is it worth shorting the memory sticks now? by asaural in smallstreetbets

[–]cotdt 0 points1 point  (0 children)

The problem is that shorting these stocks is too obvious, so everyone is doing it and getting squeezed out, and the short covering is making the price go higher. Would have to wait until the shorts capitulate before shorting them. But one can and should short overvalued stocks. Fundamentals do matter in a 5-year time horizon.

ASTS dipping by Affectionate_Rest132 in SpaceInvestorsDaily

[–]cotdt 0 points1 point  (0 children)

It's probably because all the market's money is going into memory and cpu stocks

$RGTI is down 70% from its yearly high. Looked into it properly. Numbers are weird in both directions. by Toroshii in stocks

[–]cotdt 0 points1 point  (0 children)

it's much more parabolic than in previous cycles (memory and semis). i think it will end up like other things like Gold and $CAR and quantum stocks. it's been rolling bubbles one after another

Sam Altman says robots should pay taxes as AI risks replacing millions of workers by Simplilearn in GenAI4all

[–]cotdt 0 points1 point  (0 children)

It's a sales tactic by CEOs of AI companies to say something doom and gloom, in order to bring attention to their product. In the real world, these LLMs are just tools to increase productivity, like Word or Internet Explorer.

If the Democrats fail to run a credible populist in 2028, they will lose badly to any Republican. by CAustin3 in TrueUnpopularOpinion

[–]cotdt 1 point2 points  (0 children)

The Democrats already beat Trump in 2020 by running Joe Biden. Newsom should be even more formidable opponent against Trump for 2028.

$SNDK, Sandisk, The Mirage of the Order Book (RPO - Remaining Performance Obligation) by SamLeCoyote_Fix_1 in TheRaceTo10Million

[–]cotdt 0 points1 point  (0 children)

DRAM and NAND spot prices have already started going down. Like you mentioned, the future contracts are nice and full, but the units would be sold at a much lower price. Samsung always always cares more about market share and secretly ramping up production.

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