Pretty funny seeing Michael Burry charge $450 in annual sub fees for shitco stock picks like $LULU and $ADBE.
When $SNDK is up 87% in less than two months.
Which is 15% more than the 5-year returns of the S&P 500.
And if you're wondering: it's still not late to join the memory trade on names like $SNDK, $MU, SK hynix, and Kioxia.
Micron results: I think the biggest take away for me is really simple: Micron made more profit this quarter than NVDA made almost exactly 1 year ago. And next quarter’s guidance is way more than what NVDA made in Q3 of 2025. NVDA did about $35 billion in revenue and $20 billion in profit in q3 2025. Micron will do $50 billion in revenue and $35 billion in profit next quarter. Does everyone see this? Does everyone understand this? NVDAs market cap at the time was $4 trillion. Micron’s current market cap is $1 trillion dollars. Micron is growing faster than NVDA did last year in actual dollars and percentages and it trades at 1/4 the valuation. Math is math. Liars figure, but figures never lie.
They are clearly telling 🗣️ you what’s coming… But few are listening. 👂
Amidst all the noise, Bessent’s speech last night is BY FAR the most important thing to listen to.
🖨️ 💵 => buy strategic equites on behalf of the people
=>Short circuit Populism by making everyone own stocks ✅
=> Compete with China 🇨🇳 ✅
=> Support the 2 big 2 fail market ✅
=> Inflate away the national debt ✅