Wilson Sin

[Wilson Sin @S80724Sin]

@alojohhardcore Don’t leave us 🙏🏻

[Wilson Sin @S80724Sin]

@alojohhardcore Is it attractive now to buy mrvl now? 90 day and 60 day multiple look moderate while 30 day multiple looks attractive

[Wilson Sin @S80724Sin]

@alojohhardcore Triangulation

[Wilson Sin @S80724Sin]

@StockSavvyShay @LeverageShares @grok is the above true and accurate?

[Wilson Sin @S80724Sin]

@alojohhardcore SK Hynix will be IPO at Nasdaq this Friday. Will it have materially impact to MU given the divert of attention?

[Wilson Sin @S80724Sin]

@alojohhardcore @Tor_Travestor7 Me too

[Wilson Sin @S80724Sin]

@alojohhardcore Thanks for clarification

[Wilson Sin @S80724Sin]

@alojohhardcore Coincidentally, recently when you initiate coverage on AMAT and MRVL, they both continue to rise while you flag they priced for perfection already. While meta and MSFT though relatively cheap, continue to be sluggish. Could I know how to handle this situation?

[Wilson Sin @S80724Sin]

@alojohhardcore There’s rumour that Apple may buy memory from cxmt, will it have real impact to MU?

[Wilson Sin @S80724Sin]

@meehanimam @nikitabier @alojohhardcore I have the same issue with @alojohhardcore

[Wilson Sin @S80724Sin]

@alojohhardcore Still no notification yet

[Wilson Sin @S80724Sin]

@alojohhardcore How long the look back period would you use for the multiple? 30 day?

[Wilson Sin @S80724Sin]

@alojohhardcore @zhuo_yi Talking about market assessment, will there be a tool on market assessment like outweight, neutral or underweight so that we know how to position our market portfolio? Understand currently you are doing it HC via post

[Wilson Sin @S80724Sin]

@alojohhardcore @MikeDigitalCap @NotTysonNuggets In your views, is LITE a core position to keep?

[Wilson Sin @S80724Sin]

@alojohhardcore @alittlevincible Very fortunate to have AJ, and an un-regrettable decision to join HC channel

[Wilson Sin @S80724Sin]

@alojohhardcore Will you cover MRVL or IREN which are invested by Nvidia?

[Wilson Sin @S80724Sin]

@alojohhardcore @akijain2000 Noted it’s at lower end of the corridor. Would like to know why it’s still a small position to you. Because the upside is not attractive?

[Wilson Sin @S80724Sin]

@alojohhardcore Will you issue a deep dive on SpaceX?

[Wilson Sin @S80724Sin]

@alojohhardcore @Merlin__8 Are you adding Meta?

[Wilson Sin @S80724Sin]

@alojohhardcore @Yuri_Baranov If NVDA is trimmed tonight, what’s your target to buy/add next? I am considering MU or LITE, but having similar exposure (% of portfolio) as yours. If possible, happy to have your thoughts. Thanks