Christopher Smith

Commercial Real Estate_Small Biz/Franchise Developer_ Investor_Father_Grandfather……TRAVEL/Football

[Christopher Smith @TcsCapital]

$MU 🚀 🔥 🎉

❗️ MICRON Technologies❗️
Cup with handle purchase September 2025
Visited the Boise area and Campus in 2025.
Best Visit!
$130.-$450.
Investors Business Daily charts/recommendation.
https://t.co/MBziHzvuX9

[Christopher Smith @TcsCapital]

+26% 10 days MU $166.
Buying the cup and handle

Micron Technologies

Charts from https://t.co/tZ85DTqWAq IBD

[Christopher Smith @TcsCapital]

@WallStAction @JeffMacke Buy an old gas station and run it like section 8 real estate. Just cash flow and don’t improve. You would likely be more profitable.
I have run the numbers.
Not advising/do your own research.

[Christopher Smith @TcsCapital]

Concerning!

Over the top.

[Mark Hyman, M.D. @drmarkhyman]

Crumbl needs to be stopped.

Their new "dirty soda" contains 186 grams of sugar, the equivalent of eating 19 Krispy Kreme donuts. This is a metabolic disaster and should be illegal.

Please do not drink this.

[Christopher Smith @TcsCapital]

I added 3rd Qtr 2025
$MU

[Michael J. Kramer @MichaelMOTTCM]

Micron would need to fall by more than 60% to return to its end-of-March 2026 price. The move higher has been insanity. $MU

[Christopher Smith @TcsCapital]

Retail reality: Many studies (JPMorgan, others) indicate the median/average retail investor has faced losses or underperformed due to buying at peaks (FOMO). Lower-income buyers often enter high. Only ~13% fully exit with inflows matched by outflows in some samples. Realized profits are rarer than paper gains—estimates suggest 5–10% of retail truly “cash out” big wins, while 60–70%+ break even or lose. https://t.co/SPp2b38AWI

[Christopher Smith @TcsCapital]

Spacex Initial Public Offering

Facebook, now known as Meta Platforms, took 16 months after its 2012 IPO to recover from an early plunge in its share price.

Wall Street Journal

[Christopher Smith @TcsCapital]

@davidhenkes In no way are the Texans or Cowboys in the same class as the 13 Time World Champion Green Bay Packers 🏈 💥

[Christopher Smith @TcsCapital]

@danyay @McFranchisee I owned restaurants. Guarantee fries 🍟 quality inversely related to time. ⏰

[Christopher Smith @TcsCapital]

@danyay @McFranchisee Request fries made fresh.

[Christopher Smith @TcsCapital]

@HopefulMcD @McFranchisee Proprietary information.
Competition doesn’t get MCD pricing.

[Christopher Smith @TcsCapital]

@McFranchisee Assembly manufacturing

[Christopher Smith @TcsCapital]

Is Salting Fries too difficult 🤨

MCD McDonald’s

[McFranchisee @McFranchisee]

There can be some outlandish (in nature and price) or over-engineered restaurant items shown, but I’m not going to lie, I’d pay $700 for this automatic salt fry dispenser 🍟🧂 #McDWW26

[Christopher Smith @TcsCapital]

@EmpiresPod_ @patrick_oshag C’mon!

[Christopher Smith @TcsCapital]

Dairy Queen is owned by Berkshire Hathaway. Berkshire has Billions of cash and looks for opportunities to lend.
Seems they believe this is a WIN, WIN!

Franchisors are often criticized for burdening the franchisee with the debt/risk of expanding the brand.
Berkshire is easing the burden.
The individual investment is dependent on each franchisee situation.

Franchisees evaluate this via NPV (Net Present Value), IRR (Internal Rate of Return), payback period, and cash-on-cash return. These are all DCF-based.

Not advising!

[Restaurant News @NRNonline]

Trending this week: Dairy Queen is giving cash to franchisees that open new locations. See which stories readers couldn't get enough of https://t.co/Y2pC4MXJxr

[Christopher Smith @TcsCapital]

@McFranchisee Intriguing

[Christopher Smith @TcsCapital]

@McFranchisee Definitely Stimulating

[Christopher Smith @TcsCapital]

@jonathanmaze Yes! I think about this all the time.
We will all be locked in our rooms with our iPhones interacting with non humans.
What has happened to human interaction.

[Christopher Smith @TcsCapital]

Additionally on pullbacks;
$CACI $513.
$KRM $57
$AST $113
$RDW $24

Risk: SpaceX sucks up all capital.

[Christopher Smith @TcsCapital]

RKLB
Rocket Lab "should benefit from the attention that's going to be placed on the space industry because of the SpaceX IPO," Charles Harris of O'Neil Global Advisors told Investor's Business Daily's "Investing with IBD" podcast. He calls Rocket Lab a "very high quality company" with strong earnings and a unique niche in the space business.
https://t.co/rZqNFVqmGI

[Christopher Smith @TcsCapital]

Berkshire buying a home builder

Home/RealEstate Industry

Massive scale:
The U.S. homebuilders market is around $170 billion in 2026, while broader residential construction spending exceeds $1.4 trillion

• Economic backbone:
Housing is one of the largest sources of household wealth, employment (construction, materials, furnishings, services), and consumer spending.

• Enduring forever:
As long as humanity exists, people will need homes.

Berkshire is famously selective—patient capital for essential, understandable businesses with durable demand.

[Christopher Smith @TcsCapital]

“Real estate cannot be lost or stolen, nor can it be carried away. Purchased with common sense, paid for in full, and managed with reasonable care, it is about the safest investment in the world.” — Franklin D. Roosevelt
Berkshire Hathaway

[CNBC @CNBC]

Berkshire Hathaway to buy U.S. homebuilder Taylor Morrison for $8.5 billion https://t.co/g5zQGEWVGn