If demand exceeds capacity, growth exceeds expectations, and customers are willing to lock in supply years ahead…
Are you buying earnings?
Or are you buying the future cash flows nobody has modeled yet?
$MU
Things changed once a good friend of mine said “If you don’t post about it, is it gonna make a difference”. Rather I post and give an update or not, just know things are still in motion.
Questions that will never be answered,
Thoughts that will continue to fluctuate,
A world on mute for me to no longer hear,
Vengeance is arising, I feel it near.
Me, I no longer fear.
For what’s to come is already here.