Nah

[Nah @jaymsheth]

$META says that there is a lot of demand for compute and they have a lot of internal uses, but they are also investing in datacenters and also selling compute because they are getting good prices for it. Huh?

[Nah @jaymsheth]

@_WydAria Matcha

[Nah @jaymsheth]

Stocks that can't rally on good news are bad stocks

[Nah @jaymsheth]

If you don't know the names Henry Blodget or Jack Grubman, maybe you should look them up first before you start trusting some sell-side analyst's PT...

[Nah @jaymsheth]

$MU with an enterprise value of $861 billion (after the pullback) and net invested capital of $76 billion sure tells you something...

[Nah @jaymsheth]

Incredible how many funds were up 30% - 40% YTD and are now trailing the market...

[Nah @jaymsheth]

@firstadopter Not saying they would want to do it, but is there any reason why SK Hynix can't increase the cap amount?

[Nah @jaymsheth]

@The_AI_Investor So where is the money going? Are they going to repurchase 19% of their shares? Am I going to get a FAT dividend? Seems unlikely!

[Nah @jaymsheth]

$MU is up 187% YTD (even after this pullback) but the average holder is losing money. Incredible!

[Nah @jaymsheth]

@TradexWhisperer Or that the stories can’t get any better than they already are!

[Nah @jaymsheth]

@SamRo He succeeded and is (as far as I know) living the good(?) life in Lebanon

[Nah @jaymsheth]

@jbulltard1 The P/E ratio (forward, trailing, whatever) is the most visible thing out there. Everyone sees it and has decided that it's the "right" multiple. Why do people think they are smarter than the aggregate wisdom of the market. The best thing any investor can do it ignore P/E!!

[Nah @jaymsheth]

@gnoble79 It's OK. Most of the people here probably weren't investing even before the GFC. They have only seen one type or market.

[Nah @jaymsheth]

@firstadopter Are you saying their dividend + buyback yields are 25%? 😂

[Nah @jaymsheth]

@stats_feed You meant to say 100 times per second, right?

[Nah @jaymsheth]

@miramurati Everyone coming out in support of this gives off the same vibes as the whole "OpenAI is nothing without it's people" moment...

[Nah @jaymsheth]

@BlueDuckCap The ATM is for stock-based compensation. They used to withold some shares (e.g., 100 vested, employee got 70) and pay cash for taxes to min dilution. Now they will sell those 30 in the mkt to pay the taxes. It all depends on vesting and option exercise schedules

[Nah @jaymsheth]

@munster_gene Backlog is potentially misleading, no? Because if they have purchase commitments but haven't invoiced it, they can't count it in backlog, I believe. Real question is what is Cloud RPO

[Nah @jaymsheth]

@SemiAnalysis_ Wow. I rarely comment but this was very BAD!

[Nah @jaymsheth]

@ConsensusGurus $GPC said no transaction. People were https://t.co/xXGWxjHBtF of these guys would buy