Patrick McNeal

EM PA-C | PA Educator | POCUS 🫀 | Med Ed & Stocks | Alum: @ArchmereAcademy, @DickinsonCol, @JeffersonUniv, @ATSUAlumni | Always Wearin’ the Red 🇺🇸

[CardiovascularCorner @TrackYourHeart]

Watch the mitral valve carefully during systole.
What is the most likely diagnosis?
A. Mitral stenosis
B. Mitral valve prolapse
C. Mitral annular calcification
D. Flail mitral leaflet

[Nick Watts 🇺🇸 @NickWatts]

“What song are you listening to?”

Oh um, Hugh Freeze’s “You owe them something” Money for Nothing college football montage

[Chris Camillo @ChrisCamillo]

I don’t have differentiated alpha on the memory bubble debate, but one important perspective:

Sell side reports projecting the memory supply/demand imbalance to peak in the next few quarters are number crunchers modeling today’s known AI use cases.

The problem is AI’s biggest use cases may not exist yet.

I’d rather bet on AI creating unforeseen demand than on a spreadsheet correctly predicting its known memory needs two years from now. $SNDK $MU

[Patrick McNeal @PatrickMMcNeal]

Everyone panic selling $MU at $812 while ignoring: $50B guided Q4 revenue. $31 EPS. 16 take-or-pay Strategic Customer Agreements just signed with Qualcomm, Visteon & HARMAN. Simply Wall St: 39% undervalued. Late Sept earnings. 3rd dip of 2026. Both prior ones were the trade, NFA.

[Chris Camillo @ChrisCamillo]

The market is starkly divided on the AI trade. Nail it with concentration and it defines your returns for the rest of the decade.

[Patrick McNeal @PatrickMMcNeal]

At $822, you're at 5.5x forward earnings on a company guiding $50B revenue next quarter. The math hasn't changed. The fear has gotten louder. Same movie, third act. Not financial advice.

[Patrick McNeal @PatrickMMcNeal]

$MU This is the third -30%+ drawdown in this bull run. March: $471 → $321 (-32%). Now: $1,255 → $806 (-36%). Both prior drawdowns were the opportunity. The thesis - 16 SCAs, HBM4 sold out, $50B Q4 guide, September 22 earnings - is unchanged.

[Patrick McNeal @PatrickMMcNeal]

@JonahLupton I believe just heart, but I'll inquire.

[Patrick McNeal @PatrickMMcNeal]

@JonahLupton MUSC uses $TMDX

[Patrick McNeal @PatrickMMcNeal]

$MU - Updated target: $1,500-2,000. Next earnings September 22. If Q4 delivers $50B and $31 EPS and beats by 20% again, you're looking at a $140+ annualized EPS run rate entering FY2027. At that point $2,000/share isn't a bull case. It's arithmetic. Not financial advice.

[Interesting STEM @InterestingSTEM]

Scientifically it shows that babies/children learn emotions like fear by watching how adults react in these situations. So message can be on these same lines.

[Patrick McNeal @PatrickMMcNeal]

Amazing message - highly recommend a listen.

[Tannor Manson @Futurenvesting]

SanDisk $SNDK CEO on signing extremely significant long-term memory commitments from data center customers:

"We have customers putting up billions of dollars in collateral through various financial instruments that will survive for the life of these contracts. If they don't meet their obligations for consistent purchasing every quarter, that financial commitment immediately comes to us as compensation.

Honestly, I never expect to collect those because our customers are extremely serious about needing this product. In the normal case, we sign an agreement and, within weeks, we’re having a conversation about how to increase the amount of product we can provide. It is a very dynamic market."

[Dom Davies @_DomDav]

I've known Adam since early 2014, and without a doubt, this is the best public representation of how he thinks and operates.

Yes, I'm an $APP shareholder and a fan of Adam personally, but I think anyone running a business in today's tech landscape can learn a lot from him as a leader.

nice interview @HarryStebbings

https://t.co/g2H6zf7tlE

[Don Keith @RealDonKeith]

Actors are so cooked.

This is the most amazing AI I’ve seen yet and it’s even getting the emotions fairly accurate.

Great work from Taylor Chien. I might even go watch this movie.

[Patrick McNeal @PatrickMMcNeal]

$MU -4% $SNDK -6% on a research paper. TurboQuant targets inference KV cache only - irrelevant to HBM training demand. Morgan Stanley: "neutral to slightly positive" for memory hardware. Jevons Paradox: cheaper AI = more AI deployed = more chips needed. Buy the overreaction imo.

[Trade Whisperer @TradexWhisperer]

https://t.co/hVDXWL3v9k

[Nick @Nick_Snacks3347]

Take me back

[Sam Parikh @smartertrader]

OUR NEW VIDEO MUST watch it over and over

Get smarter watch this over and over Those that are doing great have watch it all the time IT stunningly good

https://t.co/SIxHVokyGY