@zengucapital Respect the conviction. I’m tempted to sell and re buy after MU earnings. Chance they run it up into earnings then drop it post earnings 🤔
@zengucapital@zerohedge They are still working to recover futures with more fake ceasefires lolol
If oil recovers anymore they are also fucked lol so trying to suppress paper futures
@hanmak17@PeterBerezinBCA Debt doesn’t = free cash flow, especially when it’s all going to buy CPUs and dram and data centers, to fuel the world being run by ai in under 3 years.
Not gonna happen.
@junkbond1028673@ConsensusGurus Idk if the end game isn’t making money who will continue buying picks and shovels? There’s a cap to debt being spent on it. Feels like a house of cards but ai will stick around… so no secure answer to anything
@zengucapital Played this on earnings for a small gain. You’re tempting me to jump back in. Holding onto my Soxs trade a touch longer first… there are small signs it might still work okay lol