QQQbeliever

Noob trader

[QQQbeliever @jasprasety]

@vikramjhatta825 @TehLamboX nah bro is happier when its bearish than bullish lmao

[QQQbeliever @jasprasety]

@EhrmantrautCap_ Nah this stock is done massive wall 1.4 and wont recover with all fud

[QQQbeliever @jasprasety]

@damnang2 What do you think of gross margin stability for micron and with cyclicality of dram pricing, do you think micron gross margin can stay strong 80% and dram pricing will stay peak for 1-2 years? I truly hope its bottom gross margin at 50-70% for next 5 yrs

[QQQbeliever @jasprasety]

@TradexWhisperer thing is buyback for EPS is just cosmetics, it makes EPS looks nicer but reality is 35 billion is 4.5% of its market cap which is quite okay, but wont move price that much

[QQQbeliever @jasprasety]

@nicaqs u cant stay bullish thinking sky is the limit when its stage xx and u cant stay bearish when its stage xx, but quality of underlying company matters for the long term hold

[QQQbeliever @jasprasety]

@nicaqs this shows basically when u buy small caps u expect movement for uptrend is equally same as downtrend, both will or will not meet it. But u buy large caps, it will recover and also meet resistance to go lower, look msft, it was shitty in 300s before

[QQQbeliever @jasprasety]

@jukan05 RIP SEMIS LONG QQQ LONG MAG7

[QQQbeliever @jasprasety]

@antfeedapp Will do. I invested in memory since a year ago and think that this has peaked however i have been holding too long due to being mazed by earnings and how this ai buildout going. I just do not have the clear picture of demand and trying to size it to LLMs big corp just bearishing

[QQQbeliever @jasprasety]

@anni_sen Are you not worried if he mention that apple is having hard time due to memory prices and lower inventory production bcs of it will cause more errotion in semiconductor?

[QQQbeliever @jasprasety]

@Bin93824193 Arent u worried that theres no new nbm contracts since last quarter?

[QQQbeliever @jasprasety]

@dannycheng2022 Wdyt of amd gross margin fud that its about to go lower like intel and not being able to pass it to hyperscalers?

[QQQbeliever @jasprasety]

@TehLamboX Meta stock issuance bro.

[QQQbeliever @jasprasety]

@damnang2 I think all of the statements you have made is considered when there is no war and macro headline is not overshadowing fundamentals of ai trade. Current semis are just shattered mainly due to macro, yield, rates, oil price, which are all essentially jst 1 word to explain it : war

[QQQbeliever @jasprasety]

@anni_sen wdyt now that memory flipped from pre market ups to downtrend? all money in saas

[QQQbeliever @jasprasety]

@damnang2 @kevinxu i think one way to do it is you have done excellent technical and product side/developments of the company. Should mix it with macro and set price entry/exit valuations mix will give a more balanced guide. Great job so far damnang, enjoyed ur substack!

[QQQbeliever @jasprasety]

@itsjcmerlo I dont understand how you have been trying to pump it and just keep on adding random dates. We have no catalysts other than nvidia earnigns and say if micron up guidance before earnings which is hoping for lotto. Cxmt will do earnings this 31st. This may backfire

[QQQbeliever @jasprasety]

@ren_stocks @jukan05 do you think that because Q is always not gonna improve by much that one day the margins will be compressed too hard? is assuming 50%ish margin as pessimistic make sense after looking at recent earnings?

[QQQbeliever @jasprasety]

@strictrope Can you share whats your top 5 holdings? is it mostly leveraged etfs?

[QQQbeliever @jasprasety]

@TehLamboX i dont think its what if, i think its losing popularity and cash fuel. Fundamentals of stocks dont sell anymore to big money where year is about to close and bad looking macro. May revisit next year