Investor's Compass

I look for high-quality stocks that are working, backed by data, not guesses. I share deep dives, setups, and real opportunities.
Follow my work on Substack!

[Investor's Compass @InvestorCompass]

Micron $MU vs. SK Hynix, which is the better buy?

SK Hynix market cap: $1.24T
Micron: $1.28T

Both have around $26B in TTM free cash flow.

Both up over 700% in the past year.

But there are differences, and I prefer SK Hynix.

Find out why in my most recent article!

https://t.co/8RiUlqJZ5P

[Investor's Compass @InvestorCompass]

@ariaradnia This is MercadoLibre $MELI

[Investor's Compass @InvestorCompass]

@cmsinvests Or the $XST.TO ETF, which is goated and has a big position in Loblaw

[Investor's Compass @InvestorCompass]

We’re going up boys $MU

[Shay Boloor @StockSavvyShay]

Michael Burry just opened a bearish position in $MU.

[Investor's Compass @InvestorCompass]

@Fried41339M Nice. What's the thesis?

[Investor's Compass @InvestorCompass]

I’m looking for under-the-radar small or midcaps that are growing fast and are profitable, or at least on the verge of profitability.

Anyone got any good stocks?

[Investor's Compass @InvestorCompass]

62,612% return since 1998 on this backtest. 25%+ CAGR after fees.

10,000 likes and I’ll drop the algo 😂

It helps me with my stock picking.

[Investor's Compass @InvestorCompass]

@JonahLupton I agree. My main pick is SK Hynix with the lowest valuation and highest HBM market share, but even just getting $DRAM works wonders

[Investor's Compass @InvestorCompass]

Micron $MU vs. SK Hynix, which is the better buy?

SK Hynix market cap: $1.24T
Micron: $1.28T

Both have around $26B in TTM free cash flow.

Both up over 700% in the past year.

But there are differences, and I prefer SK Hynix.

Find out why in my most recent article!

https://t.co/8RiUlqJZ5P

[Investor's Compass @InvestorCompass]

@aleabitoreddit Almost as good as the decades when Jesus Christ existed

[Investor's Compass @InvestorCompass]

Newest watchlist is out!

6 stocks to watch as the S&P 500 $SPY looks shaky.

https://t.co/SCwdlDLFfg

[Investor's Compass @InvestorCompass]

WOO! 🇨🇦 🍁 ⚽️

[Investor's Compass @InvestorCompass]

New article is coming out in 8 hours. Subscribe so you don’t miss it.

Micron vs. SK Hynix, which is the better buy?

https://t.co/aZMpIayCV0

They both trade at almost the same market caps! $MU

[Investor's Compass @InvestorCompass]

@HatedMoats Solid move, mate!

[Investor's Compass @InvestorCompass]

And $STRC is supposed to be a “safe” way to get a high yield

[Investor's Compass @InvestorCompass]

@TacticzH So, not Sivers Semiconductors $SIVE??? 😲 (lots of sarcasm intended)

[Investor's Compass @InvestorCompass]

@adrianstockss @aleabitoreddit Borrowed conviction

[Investor's Compass @InvestorCompass]

Micron $MU:

"With respect to supply, our customers are recognizing that supply shortages in memory and storage will take considerable time to improve. Even as we expect industry supply to improve gradually in 2028, we currently do not have line of sight as to when memory supply will be able to catch up with increasing demand."

[Investor's Compass @InvestorCompass]

$MU earnings out

[Hardik Shah @AIStockSavvy]

$MU | Micron Technology, Inc., Q3-2026 Earning Report

[Investor's Compass @InvestorCompass]

Who's ready for $MU earnings?

[Investor's Compass @InvestorCompass]

@cmsinvests Thanks brother, now let’s go Canada 🇨🇦 if you’re watching the game

[Investor's Compass @InvestorCompass]

Silver $SLV is down 8% today, and it’s been trending lower ever since its 35% crash on January 30.

After that crash, I wrote an article titled “Silver Crashed 35% in a Day. Why I'm Not Buying The Dip,” warning that previous tops looked similar to that. I even wrote a follow-up article a few days later titled “Silver: The Technical Downside Case Just Got Worse,” warning people again.

Meanwhile, anyone who follows my work knows I’m not a permabear, but when signs are there, you can’t ignore them.

I got some hate on those articles because people mixed political views with reality. People telling me how the silver price is manipulated, China talk, “disconnects” in the paper market, etc. etc.

That stuff does NOT matter.

Blame manipulation all you want and use it as your buy thesis, but that isn’t going to change whether something is showing topping signs or not.

It turns out that the 35% drop in a day was a warning.

Can silver recover eventually? Sure. But technical analysis does matter, even though people like to hate on it.

Here’s my 35% crash article:
https://t.co/LQX1BMqnh6

And the follow-up one: https://t.co/spAJkmKPwu