“So you bought $IBM at $320?”
“Yes, Dave”
“Because Trump told you to?”
“That’s correct, Dave”
“You didn’t check the earnings?”
“No, Dave”
“The valuation?”
“No, Dave”
“Anything?”
“No, Dave”
“And it’s down to $218 now?”
“Yes, Dave”
“So you took investing advice from a president”
“That’s correct, Dave”
“This has to be the bottom”
“We said that at $320 too, Dave”
MICRON AND NVIDIA ARE ABOUT TO PRINT $700 BILLION
$MU expected to jump from $9B profit in 2025 to $83B in 2026, then $176B in 2027
$NVDA alone projected at $316B in profit by 2027
$MU + $NVDA + $AVGO = 85% of the ENTIRE chip industry’s projected profit pool
CPI came in cold and the market hasn’t even priced it yet
Rate cuts are a lock now, this is free money sitting on the table
What are you loading up on before everyone else wakes up?
“So you sold $MSFT at $350?”
“Yes, Dave”
“And bought $AMD at $580?”
“That’s correct, Dave”
“Right near the top?”
“Right, Dave”
“And $AMD is back to $532 now?”
“Yes, Dave”
“So you sold the wrong stock and bought the top of the other one?”
“That’s correct, Dave”
“This has to be a signal”
“We said that at $350 too, Dave”