Looking for value @rutter5840 - Twitter Profile

NYC Mayor Mamdani in a statement on arresting PM Netanyahu: “My administration has tried every avenue, It is clear, we don’t have the authority to arrest Benjamin Netanyahu… we now urge the federal government to arrest Netanyahu”

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@rutter5840

9 days ago

Is Rocket Lab worth buying on this dip? They're landing huge government contracts, and the stock is down 50% from recent highs. Analysts are calling for up to a 95% bounce, but I’d pause before calling it a slam dunk. The balance sheet is still deep in the red, and the valuation assumes a lot goes right. You aren't paying for current profits—you're betting on major tech breakthroughs that haven't happened yet. It’s an interesting moonshot, but sizing it like a safe core holding is a massive risk.

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@rutter5840

9 days ago

@Osint613 Just as you couldn't make buses free. Welcome to reality boy.

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@rutter5840

10 days ago

Hard to ignore Micron $MU. From $100 last year to $800–$900 now. Clean balance sheet, 19 P/E (vs industry 40), analyst targets up to $2,200, and a healthy 30% pullback. The numbers look reasonable and $MU isn’t overhyped. But nobody ever sees a bubble coming, despite Polymarket odds, an AI bust would likely drag MU down with it anyway.

rutter5840's tweet photo. Hard to ignore Micron $MU. From $100 last year to $800–$900 now.
Clean balance sheet, 19 P/E (vs industry 40), analyst targets up to $2,200, and a healthy 30% pullback.
The numbers look reasonable and $MU isn’t overhyped. But nobody ever sees a bubble coming, despite Polymarket odds, an AI bust would likely drag MU down with it anyway.

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@rutter5840

11 days ago

Buying SpaceX stock right now feels like a weird setup. Analysts are out there pitching $800 targets, but the company is still losing money. And after the early August earnings report, millions of employee shares unlock, that’s going to bring some real selling pressure. But here’s the thing, institutions grabbed roughly 80% of the IPO at $135 and most are still holding. At $123 you’re getting it cheaper than they did. Betting against those big players usually doesn’t work out too well. On the profitability side, it probably doesn’t matter all that much. The US has no other real way to get astronauts to the International space station without SpaceX. They’re not going back to relying on Russia, so one way or another the government will keep it going.

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