40% to my retirement goal. FTE. Investor. Seeking financial freedom while having fun. Join for financial tips and journey updates. Not financial advice.
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Joined August 2023
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Portfolio Performance Update:
1-year TTM performance of my individual stocks portfolio:
Time-weighted rate of return: -5.05%
Note: My ETF portfolio has positive returns, as indexes are all at time high. 😀
More bullish signs for $MU
I think Intel badly underestimated how quickly higher memory prices would hit PC demand and trigger an inventory correction.
Those risks were already visible by the Q2 earnings call. Management acknowledged them, but still expected client revenue to hold roughly flat in Q3, supported by CPU inventory replenishment. That assumption now looks too optimistic. They should have set more conservative expectations for the client business.
Still, Lip-Bu did make some encouraging comments.
“We expect the industry to remain supply constrained throughout 2027 and into 2028.”
“We now expect industry server CPU units to grow more than 30% in both 2026 and 2027.”
“Growth would be higher in both years if additional industry supply were available.”
10 to 20 year cycle 👀
Buying more $MU tomorrow.
AMAZON $AMZN CEO ANDY JASSY JUST SAID:
"WE HAVE EVEN MORE CONVICTION THAN WE ALREADY HAD THAT THE INVESTMENT WE'RE MAKING IN AWS WILL YIELD A MUCH LARGER REVENUE AND FREE CASH FLOW GENERATING BUSINESS THAN WE WOULD'VE IMAGINED A FEW YEARS AGO... WE ARE IN A 10 TO 20 YEAR CYCLE"
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Ambassador Huckabee, this is unreleased video of an American who was beaten almost to death last week by Israeli settlers. You know his name because he came to you for help, but you blew him off. That’s disgraceful. Do your job.
@GovMikeHuckabee
@SecRubio
@davidamilstein
@WhiteHouse
“we are in the middle of the largest infrastructure buildout and it’s accelerating.” . It is different this time. $MU is going to $5000.
$VRT CRUSHED THEIR Q3 EARNINGS
• Revenue $4.3B vs Est. $3.8B
• EPS $2.21 vs Est. $1.82
• FCF $652M vs Est. $373M
Q4 Guidance
• Revenue $4.4B vs Est. $4.3B
• EPS $2.26 vs Est. $2.21
Vertiv says “we are in the middle of the largest infrastructure buildout and it’s accelerating.”
And people think memory prices are crazy. Just wait till $MU hits $5000.
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Mark Wahlberg was taking a lie detector test when he was asked if he was an Israeli agent.
His response: “I have affiliates with Mossad, yes.”
WTF?
Then they claim he was supposed to be on one of the planes that struck the World Trade Center, but claims he was so hungover that he missed the flight.
Not sure about you all, but I don’t believe in coincidences to that extreme.
Readers added context they thought people might want to know
Mark Wahlberg's "Mossad" response was from a 2018 Vanity Fair comedic lie detector test, treated as a joke by the interviewer. He changed his Flight 11 booking in advance for Toronto, unlike Seth MacFarlane who missed it hungover.
vanityfair.com/video/watch/ma…
bostonherald.com/2011/09/11/day…
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The Cybercab has officially surpassed the Model Y in total robotaxi registrations in Texas.
Vehicles registered for Tesla’s Robotaxi fleet in Texas:
• Cybercab: 544
• Model Y: 507
Total: 1,051
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Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.