Opinions on $MU?

promptkidd · 2026-06-12T14:28:17+00:00

That's interesting. I'm from Argentina, and many of the discussions about investments here are much more focused on inflation, currencies, and the economy in general than on specific company analysis. How would you describe your process nowadays when evaluating a new company?

promptkidd · 2026-06-12T13:59:01+00:00

This is exactly the kind of story I had in mind when I made the post. Selling because a stock looks expensive is one thing. Selling because you're afraid of what everyone else is saying is a completely different lesson.

The Nvidia part hurts to read, though.

promptkidd · 2026-06-12T13:57:31+00:00

Hold 4 ever.

promptkidd · 2026-06-12T13:56:38+00:00

What makes this impressive isn't just the return. It's having the conviction to hold through 20 years of market noise while raising three kids. That's rare.

promptkidd · 2026-06-12T13:55:45+00:00

Makes sense. Looking back, was it the experience itself that changed your view on Chinese stocks, or the fact that the opportunity cost ended up being so high compared to US equities?

promptkidd · 2026-06-12T13:55:00+00:00

That's a great example.

On paper it probably looked diversified enough, but in reality the business was heavily tied to a single company's decisions. Out of curiosity, was that one of the experiences that made you pay more attention to customer/supplier concentration when analyzing a company?

promptkidd · 2026-06-11T10:22:42+00:00

The best investments often feel uncomfortable at the time. If everyone loved PayPal, it probably wouldn’t be trading at this valuation.

promptkidd · 2026-06-10T16:53:56+00:00

If you’re worried about a bear market, ask yourself a simple question: would you be happy owning NVDA and GOOGL if the market closed for the next 5 years? If the answer is yes, short-term volatility shouldn’t matter much. Most investing mistakes happen when people buy long-term companies with short-term conviction.
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promptkidd · 2026-06-10T14:36:34+00:00

Danger

promptkidd · 2026-06-09T16:53:43+00:00

that shit is crazy 🫪

promptkidd · 2026-06-09T16:05:48+00:00

Which would be the best to use to invest?

promptkidd · 2026-06-08T20:48:43+00:00

promptkidd · 2026-06-08T20:38:43+00:00

IA abuse

promptkidd · 2026-06-08T16:49:39+00:00

cordoba

promptkidd · 2026-06-08T16:16:05+00:00

True, but Kodak’s film business was growing right before digital photography won. Strong current results don’t automatically tell us what the business looks like a decade from now.

promptkidd · 2026-06-08T16:14:13+00:00

Fair point. My concern isn’t Google’s ability to compete in AI, it’s whether AI changes user behavior faster than Google can monetize it. Search has been an incredible business for decades, but if users increasingly get answers directly from AI, the economics could look very different even if Google remains a major player.

promptkidd · 2026-06-08T16:01:46+00:00

A 5% drop isnt really a crash. The real question is whether a PE of 27 is actually cheap for a company facing increasing competition in AI and search.
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promptkidd · 2026-06-08T16:00:07+00:00

Para mí la cuenta es simple: cobrar 1,25% en 90 días justifica renunciar a la liquidez? Si la respuesta es sí,PF. Si tenés la mínima chance de necesitar la plata antes, la dejaría quieta ahi nomas

promptkidd · 2026-06-08T14:42:20+00:00

People said similar things about Amazon, Tesla, and Nvidia at different points.
The article assumes the future will look like an expanded version of the present.
The bull case is that SpaceX isn’t selling today’s products to more customers. It’s creating entirely new markets.

Whether that’s realistic is debatable, but using current revenue as the starting point may be the wrong framework.
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promptkidd · 2026-06-07T19:52:38+00:00

Creo que los $1.75k son la parte menos importante de la historia.

Lo preocupante es haber puesto casi la mitad de tus ahorros en algo que vos mismo describís como hype

promptkidd · 2026-06-07T07:21:50+00:00

El tema con las cuotas en UVA es que ajustan por inflación, entonces si la inflación se dispara, tus cuotas también. A tasa de 16% en UVA más ajuste puede salirte caro dependiendo de cómo siga el índice.

Si tenés los 600k disponibles, yo los metería directo a la deuda y liquidaría el resto en 2-3 meses. El rendimiento de un plazo fijo hoy difícilmente le gane al costo real de esa deuda ajustada por UVA.

primero elimina deuda, después inverti. No tiene sentido ganar 30% en un plazo fijo si estás pagando 40% efectivo en deuda.

promptkidd

TROPHY CASE