Traade14

[Traade14 @Traade14]

@smarter411 PLTR next week numbers?

[Traade14 @Traade14]

@smarter411
PLTR GOING !

[Traade14 @Traade14]

@smarter411 PLTR 115? next week?

[Traade14 @Traade14]

@smarter411 PLTR numbers?

[Traade14 @Traade14]

@smarter411 MU BOUNCE

[Traade14 @Traade14]

@smarter411 PLTR GOING !

[First Squawk @FirstSquawk]

JPMorgan More Than Doubles Micron Target to $1,540 From $550

[Traade14 @Traade14]

@smarter411
MU !

[Shay Boloor @StockSavvyShay]

The most important part of $MU earnings was the strategic customer agreement structure Micron is building around the business.

Micron has now signed 16 SCAs with 14 of them representing ~$100B of cumulative revenue at minimum contract pricing over the remaining term which shifts a huge portion of the business away from pure spot-market exposure and toward committed customer demand.

Thats why the multiple discussion needs to change because a memory company with no visibility deserves a commodity multiple but a memory company with customer deposits, minimum pricing and long-term supply commitments deserves more credit for earnings durability.

[Traade14 @Traade14]

@smarter411 MU BOOM !

[Traade14 @Traade14]

@DeepValueBagger AAOG..Single ETF for AAOI

[Traade14 @Traade14]

@smarter411 DRAM HOLDINGS

[Traade14 @Traade14]

@smarter411 DRAM GOING

[Traade14 @Traade14]

@smarter411 Load up AAOG !.....AAOI

[Traade14 @Traade14]

@smarter411 7.83 now

[Traade14 @Traade14]

@smarter411 AAOG ..Single Stock ETF for AAOI

[Traade14 @Traade14]

@smartertrader 80?

[Traade14 @Traade14]

@smarter411
IONQ on watch

[Traade14 @Traade14]

@smarter411
LITX - Single Stock ETF for LITE

[Traade14 @Traade14]

@smarter411
BOUNCE AREA