dixiestickie

NFA 🔰🧀 📈$MU connoisseur

[dixiestickie @dixiestickie]

Market caps of all those companies btw… (3/17/25)
1. $NVDA ~$4.38T
2. $AAPL ~$3.68T
3. $GOOGL ~$3.65T
4. $MSFT ~$2.94T
5. $AMZN ~$2.23T
6. $TSM ~$1.75T
7. $META ~$1.55T
8. $AVGO ~$1.53T
9. $MU ~$0.48T
10. $ORCL ~$0.45T
they’re trying to say $MU is priced in… 😭 NFA

[Dean Marantis🇺🇸🇬🇷 @Deenobrown123]

The Sandisk CEO is on CNBC right now. The memory is cyclical people are so fucked. I don’t understand how so many people don’t see this. He just said, “We know exactly what our customers are going to buy for the next 4 years!” Lol. Next 4 years. Memory went from unpredictable ups and downs with zero visibility to one of the most visible futures out there. lol. I wish I saved every person that told me I was stupid and memory will always be cyclical. I would love to put them on blast right now! lol.

[dixiestickie @dixiestickie]

@Francis94086 @clintoptions @luisgut04109871 @realSharkTrades you’re crazy and degen

[dixiestickie @dixiestickie]

@SharkQuantAI easiest print ever, all i gotta do is follow the repetitive plays and take the free 20 percent thanks!!! 😊

[dixiestickie @dixiestickie]

@Deenobrown123 don’t forget that ppl think chinese memory is wayy cheaper too 🤣

[Dean Marantis🇺🇸🇬🇷 @Deenobrown123]

Oh shit. The one day crossed over the 2 day and the 11teenth day went upside down under the criss cross! I think that’s why Micron is down today. Everyone better sell all of their Micron. Forget about the earnings they just announce. Who cares about the $120 billion dollars they will make in FY 2027? Who cares that they are growing faster than NVDA was growing this time last year and valued at 1/4 the market cap of NVDA at the same time? That’s cyclical money. Same as monopoly money. You are much better off buying space stocks that will have data centers in space soon. Plus they won’t use memory for memory. They will use star dust! Micron will probably go bankrupt after Star dust is used in data centers in space! Sell all of it now. Not financial advice. Just my sarcasm. I am adding to my Micron here with no hesitation.

[Halal Investor @_HalalTrader_]

$MU Everything has rallied so much. If only I could buy a company at the heart of AI, growing triple digits and remaining a bottleneck into 2030s, at a low PE of 5.

[Dean Marantis🇺🇸🇬🇷 @Deenobrown123]

lol. Micron numbers are insane. They made more profit this past quarter than NVDA made a year ago in q2 2025. NVDA was worth $4 trillion dollars at the time and not even at a high valuation. When will Micron get a fair valuation? It’s not even trading at 10x forward PE. lol. Fuckin CNBC clowns earlier today. Either completely stupid or manipulating mad geniuses! I don’t think they are mad geniuses. I think they are all stupid clowns. I’m so happy I trade on my own thoughts and not the stupid people on TV! Yeehaw!

[dixiestickie @dixiestickie]

@Deenobrown123 been saying u should take his job 🤣 u give out a better analysis

[dixiestickie @dixiestickie]

@Deenobrown123 @TheLongInvest i love that example you used!!! the markets isn’t that hard to understand!! value > speculation

[Dean Marantis🇺🇸🇬🇷 @Deenobrown123]

And yes you missed the trade and are now very jealous of the people that didn’t. Judging from your name, I assume you’ve been in the market a long time. Please tell me the last time you saw a stock trading at a 7x forward pe that was in a bubble. I’ve been in the market since 1998. I saw many bubble stocks during that time. I never saw one trading at a 7x forward pe. You don’t buy a stock based on its past stock chart. You buy it based on its earnings and future earnings.
For example l. I see you have a lot of followers. About 260,000. Very nice, BTW. Congratulations on that. Let’s say you had a company that earned money for every follower you had, and you wanted to sell that company in 2027. Now let’s say you gained millions of followers in 2026 and you would have over 100 million followers in 2027. Would you sell your company based on your past 260,000 followers? Or your new value of 100 million followers. That is how you value a company. The stock market is meant to be a place for people to own shares of a company. No different than owning shares of a private company. The past chart would have no bearing on the future valuation of buying any private company. Nor should it in the public market.

[JC Investing @AIInvestorHQ]

POV: when you realise $NVDA was a $3.5T company when they did $40B a quarter and $MU will do $40B in Q4

[dixiestickie @dixiestickie]

memory demand with ai is like trying to race with a cheetah, it’s wayyy different that the .com crash that happened, idt this is cyclical plus next gen gpus will be using like 4x more memory than our current gpus as well, this is just starting!!! $MU

[dixiestickie @dixiestickie]

@antibearthesis ill just leave this here:

Broadcom (AVGO): Reported approximately $68.3 billion in revenue

Micron (MU): Reported roughly $58.1 billion in revenue

AVGO: 2 trillion MC
MU: 800 billion MC

[dixiestickie @dixiestickie]

@_HalalTrader_ ngl thought you were crazy!! what a call out!!! 🔥

[dixiestickie @dixiestickie]

@Deenobrown123 petition for you to be their next guest!!!!

[Feroce Research @FeroceResearch]

Micron $MU is on the verge of doubling and hitting a 1T market cap since this post

I kid you not, the absolute bottom of the war sell off

[dixiestickie @dixiestickie]

@Deenobrown123 @abdced_ @DavidANicholas @Micro2Macr0 he isn’t the only one, entered back in october and couldn’t have found the company if it wasn’t you tweeting abt, i thought everything u were saying was bs because it sounded too good to be true but you were right!!! bought at $150

[Dean Marantis🇺🇸🇬🇷 @Deenobrown123]

I keep seeing people say that Micron is getting re rated. A re rate would expand its pe to different than its average PE. In 2025, MU traded at a forward pe of 13x for most of the year. That would mean that Micron needs to get to $1300 a share today to trade at the average pe it traded at all of last year. That is not a re-rate. That’s getting back to an average. A re-rate would be a new forward pe of 25x or 30x. That would be $2500 or $3000 a share. I personally think it deserves a measly 25x forward pe. Which would still make it cheaper than many companies in the SnP500, like, WMT, COST, and AMD to name a few. And that’s if it ran up $2,000 points from here. That’s not a typo. Micron can run $2,000 from here tomorrow and still have a lower forward pe than the stocks I listed above. Plus many, many more. Absolutely crazy.

[Feroce Research @FeroceResearch]

They counted Micron $MU out just a month ago, and even a year ago

They called memory investors fomo chasers

They called memory a cyclical play

They said a low p/e valuation for memory was the top signal since last year

[Sam Parikh @smartertrader]

Boom
Mu. Are you smiling.

Oh my the cyclical crowd has gone cyclical.

They all gone