@GlobalStockPick@JonCukierwar Sharing ones portfolio or buy/sell is significantly more personal & does not need to be shared. This is about tools of research, on a platform many use to research. Very different. As I say, do as you as please. All good.
@GlobalStockPick@JonCukierwar I do not begrudge you for not sharing. You can go as you please. It's just, personally, I do not understand the reason not to. I have freely shared my resources. All good.
If it really plays out like thisโฆ lol, that would be amazing.
Jefferies held an expert call with a memory consultant, and according to this expert, memory prices are expected to rise 40โ50% QoQ in 3Q26, followed by another 30โ40% QoQ increase in 4Q26.
This is significantly above the current consensus expectations of 15โ20% in 3Q and less than 30% in 4Q.
@FreeToThink000@ausstockchick You currently get a 50% deduction on CGT based on holding equities for 1yr. New law is 1st July-27. So you have 1 week to get the 100% max deduction.
@athuinvests Micron consistently beats but what matters is the size of the beat and importantly, guidance.
Personally, expecting a significant beat and bullish guidance. Expecting green, if not, then positioned to buy more DRAM.
@nakano_kabu Correct they still have high economic exposure. The cash position/T Bills is the collateral for the swaps. Totally normal. Tax/regulatory reasons.
Microns position actually has 2 swaps (Goldman & Nomura).
@SlimeyPrinter@variant1001@Tickertalk1 Nvidia is the largest company in the market. That carries momentary resistance. Micron is a fifth of the size. Non comparable.
@SlimeyPrinter@variant1001@Tickertalk1 Nvidia is pausing because of its market cap but it will run again.
Micron at $1T has ample runway ahead. Their earnings is reminiscant of when Nvidia first started to crush it.
@Valueman53997@BidBird10@rekurencja China is not too important. As in 8 months time Chinese tungsten is restricted for all US defence anyway. There are significant backlogs.
$750 will only happen if the West brings online a lot of new supply, which won't be for a few years, minimum.