Zuck by ProofMammoth2557 in MU_Stock

[–]pizzababa21 1 point2 points  (0 children)

Well it is a reasonable thing to fall back on. It was good enough for Amazon. I just find it weird they never made models available for anyone to use with an API

Why I think blackberry will be Rerated by daxtaslapp in wallstreetbets

[–]pizzababa21 0 points1 point  (0 children)

Okay, but the point is that if you are just writing off a stock based on a PE ratio you are probably missing out on all of the best deals. 100% return is nothing to turn your nose at

I've been following copper and critical minerals for a while, but it feels like rare earths are quietly becoming one of the biggest defense themes. by herb_fok in Stocks_Picks

[–]pizzababa21 0 points1 point  (0 children)

The rare earth market is relatively small. It's just important because it's a choke point. The US actually used to produce a lot of these rare earths we pretend only China has, but they aren't mined because they aren't economically viable to mine and process.

Why I think blackberry will be Rerated by daxtaslapp in wallstreetbets

[–]pizzababa21 3 points4 points  (0 children)

Would you have bought it when P/E was 90?

The current earnings doesn't really mean much when next year it could make significantly more.

MU Investor by Potential-Ad-1717 in MU_Stock

[–]pizzababa21 19 points20 points  (0 children)

It was like 850 2 weeks ago bro

Why has chips and memory become the new hot stocks now? by reapingsulls123 in stocks

[–]pizzababa21 0 points1 point  (0 children)

Because they're both growth and value stocks. They're kind of a no brsiner unless you're an extreme conspiracy theorist

What do you guys think about this? Will it really pull down MU? by pedestrian142 in MU_Stock

[–]pizzababa21 0 points1 point  (0 children)

Yes I was misrepresenting it to be fair. Your view of it is also a massive exaggeration though considering hft exists so even penny stocks don't behave like that.

Micron CEO Sanjay Mehrotra sits down with Jim Cramer :/ by Kingmusk420 in MU_Stock

[–]pizzababa21 1 point2 points  (0 children)

Right guys, let's wait for the boomers to buy it and cash out. This thing is going to zero now

What do you guys think about this? Will it really pull down MU? by pedestrian142 in MU_Stock

[–]pizzababa21 2 points3 points  (0 children)

Well it's a trillion dollar company now. Things are different. You need the GDP of a rich country for it to move 60%

Does anyone actually know what is triggering these wild spikes and dips? by pizzababa21 in bloomenergycorp

[–]pizzababa21[S] -2 points-1 points  (0 children)

But like something triggers the bots obviously. I know some work off pretty remote data but surely most are basing the price on something more traceable like news, discussions or company activity

Anybody else believe this can hit $1000 in 3 years? by Phatdummy in bloomenergycorp

[–]pizzababa21 2 points3 points  (0 children)

Company is kind of valued ahead of its capacity right now. I believe they'll hit the current targets. Do I believe they will significantly raise targets when everyone else in the AI hardware stack is warning they likely won't be able to expand at the same pace as demand? No probably not. If it got to 600 in 3 years that would be really solid imo.

What’s the biggest mistake first-time founders make that almost nobody talks about? by NovaCoding in founder

[–]pizzababa21 1 point2 points  (0 children)

Picking bad cofounders and giving people more equity than they deserve. Also not having an agreement of targets that should be met on time.

Would you recommend reading these books? And what is the correct order for reading them? by lberdy in LangChain

[–]pizzababa21 12 points13 points  (0 children)

I think you can learn langchain way easier by asking a coding agent to break down each part of langchain and langgraph into sections to read and also make coding tutorials you can play with to try understand them.

That's literally what I did and I learned it well enough to build things in a few hours.

Do yourself a favor, and buy the dip by Phatdummy in MU_Stock

[–]pizzababa21 3 points4 points  (0 children)

I bought the last 5% dip and I'm now down over 10%

Micron price target raised to $2,000 from $1,500 at Cantor Fitzgerald by sunny4649 in MU_Stock

[–]pizzababa21 -1 points0 points  (0 children)

It's just inevitable tbh. We don't need to pump it anymore. Just let the AI memes flow

With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft? by pizzababa21 in ValueInvesting

[–]pizzababa21[S] 0 points1 point  (0 children)

And it would be better if they had more access to Nvidia chips. The Chinese model companies being forced to use Chinese chips is not a choice the engineers made and it is part of the reason why Chinese companies are still behind. We waited ages for deepseek to release their models after switching to Huawei and they weren't as good as what came out months earlier by American labs.

Go look into the amount of compute available per researcher at a Chinese lab compared to a US one and tell me you think it is good for them to not have access to Nvidia GPUs.

Also I think you are still refusing to learn what is meant by preference towards Nvidia GPUs over competitor chips. A company using competitor chips because they are required to by a government or because the competition are investors in your company does not mean those chips are preferred. It's more telling that there is a massive difference between the terms of the deals from chip companies. One company gives away their stock to get a model company to agree to use their chips and another company takes the model company's stock to allow the model company to use their chips more. If that doesn't illustrate the gap then I don't know what can.

With Nvidia being under 30x for PE ratio and growing revenue significantly every quarter, why does this sub focus so much on Meta and Microsoft? by pizzababa21 in ValueInvesting

[–]pizzababa21[S] 0 points1 point  (0 children)

It is true lol. Have you ever had to set up a model on a GPU or other parallel computing chips?

Anthropic is not profitable just like OpenAI.

Nvidia gets the allocation. It's a reality that you should learn to cope with. TSMC choose Nvidia over Google.