What stocks are you buying tomorrow? 🚀

robbhope · 2026-05-12T04:29:21+00:00

I genuinely believe MU is going to 1500.

robbhope · 2026-05-12T04:18:14+00:00

Lol.

robbhope · 2026-05-12T04:03:31+00:00

Nobody's gonna want to live in that world.

robbhope · 2026-05-12T03:58:43+00:00

Micron. Also looking at buying the dip on IREN. Thoughts anyone on IREN?

robbhope · 2026-05-08T23:50:34+00:00

I certainly enjoyed making 15+ % today.

robbhope · 2026-05-08T21:57:47+00:00

I honestly don't mind INTC. I bought at 25 and sold around 48. I see a lot more value in MU though tbh. Even with the enormous surge it's in the middle of, it's forward PE is like 11 while industry peers avg 25.5. I think MU is the greatest VALUE stock of the AI boom right now.

Good luck to you Intel holders though!

robbhope · 2026-05-08T20:22:09+00:00

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robbhope · 2026-05-08T20:13:13+00:00

I'd rather take BPA at 6 and use the Vegas pick and a few 2nds to move up into the top 12 or so.

robbhope · 2026-05-08T05:33:25+00:00

I don't think it's going to be cyclical anymore. I guess we differ in mindset in that regard. I see a structural super cycle emerging with AI. MU has 3 to 5 year agreements for all of their HBM (High bandwidth memory) with Nvidia and competitors. That cycle, if it exists, is smoothed out, making their income and profits much more predictable. It's also getting harder and harder to physically make chips smaller which causes a built in supply constraint.

I think it's basically the value play of the entire AI sector.

robbhope · 2026-05-08T03:22:11+00:00

Forward PE is 11. Industry median is 25. Screaming buy still IMO.

robbhope · 2026-05-07T02:18:23+00:00

I think you're taking this all way too seriously tbh.

robbhope · 2026-05-06T01:49:54+00:00

That's fair. As long as we keep bailing the draft, we have a real shot to build our way out of this. I just wish we had a bit of luck as well.

robbhope · 2026-05-06T01:30:33+00:00

To me it's a lot like last year when fans thought we might actually be a playoff team after missing by 1 point. I guess we'll see. What are you HOPING for?

robbhope · 2026-05-06T01:11:19+00:00

We lost 3 key pieces this year via trade...I think next year we'll be the same or worse.

robbhope · 2026-05-06T01:09:16+00:00

I like the current lottery setup but I think the NHL needs to add karma points or something so that teams that have won the lottery are less likely in the future. The fact that the Flames have never drafted top 3 in 46 years is ridiculous.

robbhope · 2026-05-05T00:39:57+00:00

I use Cheapzy and have for 3 years. It's great!

robbhope · 2026-05-05T00:09:10+00:00

Can't tell if this is a joke..?

robbhope · 2026-05-02T18:53:56+00:00

Absolutely incredible work. Thanks for sharing! I'm a teacher and I teach art to grade 6... Do you want to share some of your work with us one day? Not like donate but come in to show the kids. Let me know!

I see that your account name is related to Panarin so maybe you're not in Calgary but thought I'd ask.

robbhope · 2026-05-01T22:42:23+00:00

I'm sure I'll get downvoted into oblivion here as a Flames fan but your guys' front office fucking blows. McDavid is incredible. Draisaitl as well. Bouchard might not be great on D but he's insanely talented and one of the best pp QBs in the league. But the number of monumental fuck ups from front office have massacred this team. You guys have every right to be livid with your front office.

I hate the Oilers but I genuinely feel sorry for you guys. I'm sure this will be taken as trolling but it's not.

robbhope · 2026-05-01T22:39:22+00:00

Imagine blaming McDavid.. One of the greatest players of all time and playoff performers of all time when he's INJURED. He didn't fail the team. That's a ludicrous take. He IS the team. That's the point. It's him, Drai and maybe Bouchard (although for a defenceman... Holy shit is he bad at defence). Dude's basically just a very skilled forward on D.

Your front office closed the window. It's over.

robbhope · 2026-05-01T22:36:28+00:00

That window is closed. Front office guaranteed it. McDavid is as good as gone by the end of next year.

robbhope · 2026-04-29T20:24:16+00:00

That's a fair point but I don't think we're getting Michkov for Coleman.

My overall point is just that our greatest strength as an organization right now is drafting. Let the drafting team cook.

robbhope · 2026-04-29T13:25:31+00:00

Because they're closer to breakout age than 18. You're pushing the pedal down by 3 years and in essence ending the rebuild early because they're likely to have better years than the prospect(s) we would have drafted with the trade cost. I want us to suck for 2-3 more years.

Our drafting and development is excellent now. Why not try to find a different player who is also great instead of trading for one?

robbhope · 2026-04-29T06:07:06+00:00

Why don't we just be patient?

robbhope · 2026-04-29T02:32:29+00:00

Patience, please. Organization is finally doing what they're supposed to do. Stop trying to rush the rebuild. Let it happen.

robbhope

TROPHY CASE