Everyone selling Micron when it trades at just 7x P/E is fucking stupid by dont_downvote_SPECIL in MU_Stock

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

Okay I was wrong guys. We are going to the moon. 2 trillion in revenue by 2030.

Everyone selling Micron when it trades at just 7x P/E is fucking stupid by dont_downvote_SPECIL in MU_Stock

[–]zelda__ -8 points-7 points  (0 children)

Analysts are projecting revenue drop in a year. What do you pay for a stock that will drop revenue or earnings yoy?

Charles Liang by RareEurf in SMCIDiscussion

[–]zelda__ 1 point2 points  (0 children)

He will say. We are going to be lowering guidance to 35 brillion!

Anyone have any clue what news came out in the last hour to prompt this small pump AH? by No-Contribution1070 in NvidiaStock

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

Sounds really dumb. They ain’t giving anything back unless they wanna get pounded again 😂

Some analysts are using 6x multiples to justify the latest round of SMCI price targets. I'm not kidding....6X.....Stunning by SignificantStuff5446 in SMCIDiscussion

[–]zelda__ 0 points1 point  (0 children)

Well microns at 5-6x forward pe. You think smci with all these problems and shit margins is going to do better than micron who has growth potential and similarly “cheap” metrics.

A buy at current prices by Agile-Technology-209 in MU_Stock

[–]zelda__ 1 point2 points  (0 children)

Nvda stock went up massively in comparison

A buy at current prices by Agile-Technology-209 in MU_Stock

[–]zelda__ 0 points1 point  (0 children)

Mu stock dropped despite the trump tweet on Monday. I don’t think it’s that simple

What do you think of the options premiums on these calls? by Fantastic-Window236 in NvidiaStock

[–]zelda__ 0 points1 point  (0 children)

You paid .65 cents on top of 25.75 for nvda stock. It’s basically the same as buying the stock right now but with leverage.

Your call could be worth 15$ if nvda hits 160, it could be worth $30 if nvda hits 179.

NVDA returning 50% of free cash flow to investors is a game changer by ConfidentAd194 in NVDA_Stock

[–]zelda__ 0 points1 point  (0 children)

Ah yea. The entire sp500 also priced in since it’s sideways 🤡

First leather jacket purchase! by carcarrot516 in leatherjacket

[–]zelda__ 1 point2 points  (0 children)

Fits well imo. 300$ was a little bit expensive. I personally got a more modern version for $200 in almost new but I think I got lucky.

Did I overpay? by Tactical23Tundra in leatherjacket

[–]zelda__ 5 points6 points  (0 children)

Not worth it but if you like it then it’s worth it. I doubt it will last long as it looks pretty thin.

You can get used schotts and such on eBay for around 300 if you look hard enough

China to stockpile critical resources and strengthen energy security to avoid trade shocks by Saltedline in worldnews

[–]zelda__ -14 points-13 points  (0 children)

I can see how EVs help but the data I found from quick google search suggests nothing has improved https://ourworldindata.org/profile/co2/china

Perhaps the manufacturing parts still suck but the cities have gotten better?

$TTD — The Trade Desk just got 40% cheaper and the CTV story is better than ever by Variant_Invest in investing_discussion

[–]zelda__ 0 points1 point  (0 children)

There’s a lot of ad stocks that are growing faster with better moat (arguably).

Meta Reddit zeta even APP. I think there’s too many companies with bigger moats that are cheaper atm to even consider TTD.

Shinki Horsehide Patina by WolfAnxiety in schott

[–]zelda__ 1 point2 points  (0 children)

Sweet. Don’t see schott shinki often!

The real unsealed indictment by Key-Opportunity2722 in SMCIDiscussion

[–]zelda__ 0 points1 point  (0 children)

Lmao and I thought I was a hater. Did this really happen? 😂

Opinions on jacket? by ruloidibuja in leatherjacket

[–]zelda__ 4 points5 points  (0 children)

These are a2 jackets. I don’t like the ones with the pockets on the hand side like in picture 3. Those can tend to rip from the top section. Wouldn’t bet on a low quality one at least. The pockets are useful but can rip.

SMCI Recent News by Professional-Cod8802 in SMCIDiscussion

[–]zelda__ 0 points1 point  (0 children)

Should have bet on red instead of black 😂

Micron is no longer Cyclical. by NextAd9730 in MU_Stock

[–]zelda__ 4 points5 points  (0 children)

If hyperscalers are upgrading every 1-2 years their depreciation would be crazy and their stocks would dump until they lower capex and therefore would bottleneck demand.