DrSchluffbaumMD

[DrSchluffbaumMD @DocZzZzZz]

@Liathetrader Why’d you cut off the Feb-Apr candles? There was a break there too but then it ripped 200%

[DrSchluffbaumMD @DocZzZzZz]

@ulo1113767 @MichaelJBurry__ The market isn’t pricing in 3 years anymore than it did in March. It’s just fear and leverage. The numbers still hold water. That’s why it ripped up another 200% after March.

[DrSchluffbaumMD @DocZzZzZz]

@jimcramer Thank you!!

[DrSchluffbaumMD @DocZzZzZz]

Micron $MU stock price peaked during the dot com era when its trailing P/E became lower than forward P/E. Supply is still 2-3 years out before any expansions affect prices. This flush is all leverage based

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity That’s not entirely true. Micron’s stock price peaked during dotcom era when its Trailing P/E was lower than its Forward P/E. Currently its trailing P/E is still 20 while its forward is 5. Supply is constrained for the next 24-36 months. This flush is all leverage based

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity I thought forward P/E can be deceptive in cyclicals, such as semis

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity You may. I’m just confused by your comment about the market being both forward looking and backward looking. Both can’t be true at the same time. Let’s see how it plays out. Best of luck to you friend

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity Nor $MU. One you say is forward looking the other you say is backward looking.

[DrSchluffbaumMD @DocZzZzZz]

@RJCcapital They like it harder and faster. You must give it to them

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity Don’t stop there, why not 6-48 months. Or 6-72 months?

[DrSchluffbaumMD @DocZzZzZz]

@LongGameEquity Nay - usually 6-12 months. Check out 2018 and 2022. 6 month gap between price peak and eps

[DrSchluffbaumMD @DocZzZzZz]

@sack_kta @_HalalTrader_ @SemiAnalysis_ In each of your examples too, the stock price tripled from trough to peak after your ‘crashes’. $30-$90 in 2019-2021. And then again $50-$160 2023-2024.

[DrSchluffbaumMD @DocZzZzZz]

@sack_kta @_HalalTrader_ @SemiAnalysis_ Possibly. But it does matter because of time. Your examples are time gapped by 6 months, not 12, 18, 24, or 36. The memory supply expansion isn’t happening for another year, and even then it’s not going to meet demand for probably another year. You’re talking 24 months

[DrSchluffbaumMD @DocZzZzZz]

@sack_kta @_HalalTrader_ @SemiAnalysis_ Don’t forget, they’re also generating insane amounts of free cash flow, which will probably lead to aggressive share buybacks.

[DrSchluffbaumMD @DocZzZzZz]

@sack_kta @_HalalTrader_ @SemiAnalysis_ You misunderstand me, with prices doubling, their profit will double in 12-18 months, not drop. It will have been at least an additional 12-18 months, before earnings takes a hit that reflects current forward P/E of 5. I.e. the sell off is early

[DrSchluffbaumMD @DocZzZzZz]

@sack_kta @_HalalTrader_ @SemiAnalysis_ Prices are going to double in FY2027 not moderate or drop. I think you’re right but the timeline is off

[DrSchluffbaumMD @DocZzZzZz]

@TradexWhisperer What should solana:MUxEsUKSMACyw5fZf68wxf5FLnZVhtU9CwH8uNNGay1 do with all that cash? Increase dividend? Share buyback?