Non-Consensus

L/S Enthusiast

[Non-Consensus @Shadow_Alpha90]

@taketheLearly Posts like yours is what ruins peoples investor psychology, because they will listen to your nonsense and not the unicorns of modern investing

[Non-Consensus @Shadow_Alpha90]

@TheLongInvest lol.

[Non-Consensus @Shadow_Alpha90]

@Glitch_Trades @SkylitAI Merrill Edge

[Non-Consensus @Shadow_Alpha90]

@firstadopter To many memory bears out there that get so excited to double down on a short on some misrepresented headlines. Unclear why they are unable to accept the long term thesis here

[Non-Consensus @Shadow_Alpha90]

@ContrarianCurse Facts

[Non-Consensus @Shadow_Alpha90]

@Omercheema ya historical trends here are irrelevant. If HBM didn't exist and there was no such thing as "AI", sure your historical datapoint would've had some merit.

[Non-Consensus @Shadow_Alpha90]

@BobEUnlimited delayed starts

[Non-Consensus @Shadow_Alpha90]

@EugeneNg Way to misrepresent what this chart is actually showing. And it’s wrong to begin with.

[Non-Consensus @Shadow_Alpha90]

@TicTocTick If the thesis is good, doesn’t matter if it’s crowded. Makes no sense to be contrarian just to be contrarian. Thesis is strong.

[Non-Consensus @Shadow_Alpha90]

@Glitch_Trades Beautiful buy entry

[Non-Consensus @Shadow_Alpha90]

@MartinShkreli @vector__news Agreed

[Non-Consensus @Shadow_Alpha90]

@kevinxu technical sell-off not fundamental. Dip is a blessing

[Non-Consensus @Shadow_Alpha90]

@HenrySidebiz_2 @TheLongInvest lol

[Non-Consensus @Shadow_Alpha90]

@JackFarley96 Compute can be structurally scarce while still having short idle windows, and renting out spare capacity during those periods is a way to monetize slack, not evidence that AI demand is falling

[Non-Consensus @Shadow_Alpha90]

@kevinxu They are selling excess capex. So might be first to cut capex. So higher FCF

[Non-Consensus @Shadow_Alpha90]

@puppyeh1 Bears want to argue cyclical bs, but fail to acknowledge the endless demand with no sight of slowing down. And growing demand vectors. MU is headed towards a $5tn valuation. Still early.

[Non-Consensus @Shadow_Alpha90]

@Brucebb2018 @FirstSquawk you sure? Didn’t they just raise capex? What do you think that will be used for? Not to mention NY fab, Boise Fab…

[Non-Consensus @Shadow_Alpha90]

@jukan05 @BenBajarin Not going to let the biggest install base to have Chinese manufactured memory chips over US