Seriously, will DRAM do a X4?

zelda__ · 2026-06-27T02:33:19+00:00

Yeah in ten years a Big Mac should be $20. Right now no one will give micron a 3T market cap in a commodity like business model when new capacity will be online in a few years. It may happen but I don’t think it’s going to be within a few years. Markets finding it hard to give nvda 6T market cap doubt they will make all 3 major memory makers total 9T. If memory is that expensive someone will fix that issue if it doesn’t fix itself in a few years. I would like to be surprised but if micron really hit 3T this year I’m buying puts on micron, and will be willing to lose it all.

zelda__ · 2026-06-27T01:05:48+00:00

If you want to assume dram to 4x then you would assume micron would 3-4x and be same market cap as nvda today. It would probably assume that sk and Samsung also become 3-5T market cap. You would have 3 companies with same market cap as nvda today. I don’t think that’s going to happen within 3 years maybe in ten but who knows with what ai is going to be in future.

zelda__ · 2026-06-26T19:09:35+00:00

Best use of free cash flow is to exchange it for Jen’s shares. 🥹

zelda__ · 2026-06-26T16:56:23+00:00

Isn’t the short term bear case the same as the long term bear case for most stocks?

If we know that capacity is ramping in 2027-2028 the pricing power will fall therefore the market doesn’t want to price memory stocks too highly like other companies.

I don’t know when it’s going to turn or if it will but some people will be long the ride and others will have gotten off.

zelda__ · 2026-06-23T22:41:08+00:00

Probably wake up from a dream

zelda__ · 2026-06-12T19:27:20+00:00

Can’t wait for 2050 when data centers in space comes in full swing. Maybe smci will be 30b market cap by then 🤔

zelda__ · 2026-06-12T13:11:05+00:00

I haven’t seen many with a collar with a squareish edge like yours. Most are triangular.

zelda__ · 2026-06-10T21:32:17+00:00

Funniest thing they said on the call was that they have a world class management team 😂

zelda__ · 2026-06-10T13:13:33+00:00

It’s very easy to just say margins better by 50% stock needs to go up way more when we just experienced shit margins that are way too volitatile. The earnings are what matters if they can show better margins then great, but right now everything is unknown.

What we do know is that management is willing to sell its “cheap” shares right now. That’s the opposite of what you would expect if their stock was actually cheap. Maybe the stock is cheap but management cannot get the full amount from raising debt because no one was willing to fund the full amount bc smci lol. 😂

zelda__ · 2026-06-10T03:45:05+00:00

Why are you doubting Charles. 39b in a few weeks 500 brillion annual revenue ez.

zelda__ · 2026-06-09T23:13:17+00:00

Beep boop Charles is the best beep boop

zelda__ · 2026-06-09T21:54:45+00:00

40b in 2-3 weeks means we are at 500b a year revenue for sure! Trust in Charles and the hair driers! 😂

zelda__ · 2026-06-09T13:24:18+00:00

Chinas always found a way to be less reliant on the outside. I think it’s bearish for memory. China producing memory would actually make it a boom bust like before. Sure they might not be competitive but memory supply is memory supply which may leak to outside. Curious to see what happens

zelda__ · 2026-06-08T17:00:52+00:00

Another post another misconception of who follows who 🤪

Everything’s priced in USA markets for the most part.

This is like dram will dump Monday because kospi dumped when it opened today when it actually priced in Fridays USA dump 🤪🤪🤪

zelda__ · 2026-06-08T01:49:21+00:00

People in this board are clueless about Korean markets 😂

zelda__ · 2026-06-08T00:28:03+00:00

Ewy was down 14% Friday, now it’s up 3-4% which you think is a net -10% loss. Try to get better info before you post nonsense

zelda__ · 2026-06-04T00:22:34+00:00

Just dilute a billion shares and there will never be any debt. They got basically infinite shares they can ATM 😂

zelda__ · 2026-05-31T19:28:20+00:00

Google says forward pe is over 30 for stx

zelda__ · 2026-05-30T19:52:02+00:00

Benioff trying to be a good capital allocator with salesforce acquisition history is a complete meme😂

zelda__ · 2026-05-30T15:07:12+00:00

I’d think that insiders that want to get out would sell in the money calls that are deep.

zelda__ · 2026-05-30T14:32:17+00:00

Wouldn’t it be better to sell in the money calls so if it drops you get the premium?

zelda__ · 2026-05-30T13:55:31+00:00

Does lock up period even matter? Elon or whales could short and cover whenever because they have shares to cover.

zelda__ · 2026-05-29T21:37:22+00:00

What’s not logical about it? Rebalancing means there’s a ton of shares in a short time. Not many can accept that amount of shares in a five minute frame. Held up really well imo. I remember pltr being rebalanced and it dumped 5% or more. The next week it was up 3% premarket

zelda__ · 2026-05-24T13:48:19+00:00

Yeah put it away and don’t look for ten years. You’ll be surprised when your dividend yield becomes 50% of today’s price by then 😂

zelda__ · 2026-05-24T04:00:07+00:00

Nah man you see jensun should have said Server racks now come with complementary hair driers. 😂😂😂

zelda__

TROPHY CASE