SilverSurfer82

Hunting for Mispriced Assets, Eliminating Noise. Do Your Own DD!

[SilverSurfer82 @SilverSurfer082]

@agnostoxxx Ah the post colonialism effects. Hope they learn that they shouldn't have wandered so far abroad.

[SilverSurfer82 @SilverSurfer082]

@OptionsMike Nooooooo!!!!! He sucks!!!! Ahhhhh!!!

[SilverSurfer82 @SilverSurfer082]

@munster_gene Or its just sloppy, misguided management that changes on a whim and you cannot even vote him out. No way $GOOG, $AAPL, $AMZN just let him monopolize this type of service. Sold to whomever wants to buy the lunacy of $META.

[SilverSurfer82 @SilverSurfer082]

@TradexWhisperer It will be about $MU guidance for next quarter: HBM supply will be up big to drive Revs and Profits, and they should announce a giant buyback for Dec. 🤞

[SilverSurfer82 @SilverSurfer082]

@degentradingLSD $MU earnings are on Wed Sep 30 after close, no?

[SilverSurfer82 @SilverSurfer082]

@aleabitoreddit Half the AI datacenters, neoclouds, could disappear, but ALL of their memory will be absorbed by the survivors and we will still have a shortage in that scenario. Very long $MU.

[SilverSurfer82 @SilverSurfer082]

@Mr_Derivatives and Ted Lasso

[SilverSurfer82 @SilverSurfer082]

@citrini @SemiAnalysis_ Congrats. What a combo !

[SilverSurfer82 @SilverSurfer082]

@CompoundingLab Change your $WMT exit multiple from 10.8x to 25x and see what happens.

[SilverSurfer82 @SilverSurfer082]

@SerbJingoist @calvinfroedge True, maybe East Rome or Constantinople?

[SilverSurfer82 @SilverSurfer082]

@WaterworldCapi1 Ugh, $SNOW hurt, fudge. Trading now at 45x Sales in 2027. Should have known better not to short based on valuation.

[SilverSurfer82 @SilverSurfer082]

@WaterworldCapi1 $PANW was a short into earnings and $SNOW will be too. Grossly overvalued.

[SilverSurfer82 @SilverSurfer082]

@Mr_Derivatives Sorry CPI is Sep 11, NFP is Sep 4

[SilverSurfer82 @SilverSurfer082]

@Mr_Derivatives They want your Sell flow again, they know CPI will come in soft on Sep 4 and there is no way Warsh hikes rates on Sep 16. They are becoming a great reverse indicator!

[SilverSurfer82 @SilverSurfer082]

@friedberg @Anantdvd @chamath 😂

[SilverSurfer82 @SilverSurfer082]

@TheValueist But why is nobody questioning how $GOOG numbers were already baked into this year when $MRVL announced the deal just 2-3 weeks ago ?

[SilverSurfer82 @SilverSurfer082]

@StockMarketNerd None of those other companies you are looking at generate $12BN in FCF per year. $NFLX will dominate all of them on all fronts: high priced tiers, low priced tiers, and especially overseas expansion which they curate better than any media company.

[SilverSurfer82 @SilverSurfer082]

@OptionsMike $nflx has been such a good compliment and counter balance to momentum names in my portfolio.

[SilverSurfer82 @SilverSurfer082]

@JaguarAnalytics This is the advent of YCC (yield curve control). Go Scott!