Goblin

26 | Chasing alpha, stacking conviction
mostly Nano, Micro, Small-Caps
Personal opinions, not financial advice.

[Goblin @StackedGoblin]

Honestly can see $200 coming for $MU

After a 10:1 Stock Split

[Goblin @StackedGoblin]

@stocktalkweekly @grok how high?

[Goblin @StackedGoblin]

Who is the real Memory Stock King? 👑

$MU
$SNDK
$WDC
Kioxia
SK hynix

AI needs more DRAM, more NAND, more HBM, more storage.

[Goblin @StackedGoblin]

@D5398D Thats like investing in bitcoin in 2010 🗿

[Goblin @StackedGoblin]

@StockMKTNewz Just one pic:

[Goblin @StackedGoblin]

Could you please provide the current unrealized loss Microstrategy is experiencing on its Bitcoin investments? @grok

[Goblin @StackedGoblin]

@Kalshi Mr President, it's too much winning

[Goblin @StackedGoblin]

@interesting_aIl But i will have them on my side just in case ai is going to destroy humanity 👀

[Goblin @StackedGoblin]

$QCOM might be one of the more interesting “AI value” setups in semis.
Qualcomm did $44.3B FY25 revenue and trades around a $212B market cap → roughly 4.8x sales.

Compare that to:
$AMD: ~$34.6B revenue / ~$858B mcap = ~24.8x sales
$NVDA: ~$215.9B revenue / ~$4.85T mcap = ~22.5x sales
$AVGO: ~$63.9B revenue / ~$1.8T mcap = ~28x sales

The market still prices $QCOM like a “smartphone chip company”.
But the story is shifting:
• Automotive revenue growing fast
• IoT diversification
• Licensing business still highly profitable
• AI moving from cloud to edge devices
• New data center AI push with a target of $15B data center chip sales by 2029

That last point is key.
If Qualcomm can prove it is not just a mobile player, but a serious AI/edge/data center semiconductor company, the multiple gap vs AMD/Nvidia/Broadcom looks huge.

Not saying $QCOM deserves Nvidia-level valuation.
But at ~5x sales, the market is giving almost no premium for the optionality.

[Goblin @StackedGoblin]

@gauchos805 @crux_capital_ Truly undervalued, few understand $MX

[Goblin @StackedGoblin]

What if this was the last shakeout before the most face ripping Bullrun in history??

$MU $SNDK $MX $NVDA

[Goblin @StackedGoblin]

We might get green light therapy tomorrow

$MU saved the day and also the fears of many

[Goblin @StackedGoblin]

So $MU just casually saved the Stock Market? 😎

[Goblin @StackedGoblin]

@KobeissiLetter

[Goblin @StackedGoblin]

This Smile does not disappoint 😎

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Micron stock, $MU, surges over +10% after reporting stronger than expected earnings.

The stock has now added +$120 BILLION in market cap since reporting earnings.

[Goblin @StackedGoblin]

$MU pulling the whole Market up with it 👏🏼

[Goblin @StackedGoblin]

IT'S OVER GUYS, STOCKS ARE NEVER GOING UP AGAIN

[Crypto Rover @cryptorover]

INSANE VOLATILITY 🚨

$750,000,000,000 has been wiped out from US markets in just the last 3 hours.

[Goblin @StackedGoblin]

I know that if i short $MU with everything I have it will Skyrocket

And if i go long it will crash down into the Abyss

[naiive @naiivememe]

Stocks down
Crypto down
Gold down
Real estate down

Where is the cash flowing into ?

[Goblin @StackedGoblin]

So the $SPCX IPO really was the Top signal 💀