Ore Historian ⛏️

ore historian

[Ore Historian ⛏️ @oreHistorian]

@jussy_world what happened to solana:zinc155BS4mSPk8GXQj4R5hkVDQXcW253pTYq5SGyfi .. 😂🤣

[Ore Historian ⛏️ @oreHistorian]

@ModernDayInves 411 is my cost basis.. still so far away

[Ore Historian ⛏️ @oreHistorian]

@hamids He is saying the same thing @satyanadella is saying.. dont let 3 model companies eat your business.. they will if you are not careful

[Ore Historian ⛏️ @oreHistorian]

@stocksandbjj @The_RockTrading 😂

[Ore Historian ⛏️ @oreHistorian]

@hamids @mattiademichel It may have low fwd pe for nexr quarter .. but what about for 5 quarters down the line ..

That is what has stopped me from buying mu a while back .. and thats why i also missed this whole trade 😂😂

[Ore Historian ⛏️ @oreHistorian]

@asklivermore How do you find out what they are doing ? Are their trades public ?

[Ore Historian ⛏️ @oreHistorian]

@hamids @mattiademichel I dont own be or mu but whats the logic of MUs stock price not being priced in but be is ?

They both look like momentum trade to me

$MU is up because of margin not because of hnit economics

Am i wrong ?

[Ore Historian ⛏️ @oreHistorian]

@FindleysFinance I am looking at these semi conductor trades and i feel like i am the crazy one !

Smh is trading at 50x

[Ore Historian ⛏️ @oreHistorian]

@Jason No !

[Ore Historian ⛏️ @oreHistorian]

@FindleysFinance Dont get excited.. i have seen this in the past and we may drop down more 😂

[Ore Historian ⛏️ @oreHistorian]

@ModernDayInves I already did this at 380

[Ore Historian ⛏️ @oreHistorian]

@SenSanders Bro the greedy ppl are $MU 😂

You got basic facts wrong

[Ore Historian ⛏️ @oreHistorian]

@hamids we are at a point where not just investors but even consumers are feeling it .. this is also very bad look for micron

At best we can say 85%+ margin is the peak ..

But its def not bullish

[Ore Historian ⛏️ @oreHistorian]

@FindleysFinance $MSFT

[Ore Historian ⛏️ @oreHistorian]

😂

[Just a Dude Who Invests @DudeWhoInvests]

They do call it Microsoft 365 😂

[Ore Historian ⛏️ @oreHistorian]

@AHorton96558 @chamath I am not sure about open source models replacing cloud, it def lowers inferencing cost but now you can use more ai ..

I think problem with fronteir models is 10x costs for the same amount of work they are doing..

[Ore Historian ⛏️ @oreHistorian]

@karpathy @salomon_diei You are a smart guy and @Copilot is already doing this before you

[Ore Historian ⛏️ @oreHistorian]

@asciidiego We have had agents for a while ..

If this agent is monitoring every channel then it would be creepy

[Ore Historian ⛏️ @oreHistorian]

@BourbonCap Dont know man .. am getting to a point am doubting myself .. esp with $MSFT 😂

[Ore Historian ⛏️ @oreHistorian]

@StevenPWalsh @pmddomingos I actually don’t even want to build anything new for this same reason