Slav Martinov

[Slav Martinov @slavoinvests]

@TheLongInvest What are your thoughts on DRAM, will MU correction be a rotation into other Semis or an overall outflow from semis?

[Slav Martinov @slavoinvests]

@StockSavvyShay This guy is useless. How has he squandered his fortune since making his only right call back in the mid 00s.

[Slav Martinov @slavoinvests]

@TheLongInvest Soon is the keyword, soon for me is in a year or two, soon for others is a week. I agree that it will, but what will the 200wma be then? Long term, googl under 250 is like taking candy from a baby.

[Slav Martinov @slavoinvests]

@TheLongInvest ORCL probably

[Slav Martinov @slavoinvests]

@AshCrypto Hell yeah

[Slav Martinov @slavoinvests]

@joecarlsonshow $UNH

[Slav Martinov @slavoinvests]

@TheLongInvest Lol I can name a few 😂

[Slav Martinov @slavoinvests]

@BramVGenechten NVIDIA commands higher margins because they can, TSMC purposely doesn’t inflate their margins to retain customers long term. Both are solid investments, but NVIDIA has more growth potential. I own both.

[Slav Martinov @slavoinvests]

@DudeWhoInvests Honestly, the hyperscalers are about to issue equity to raise another 60-100B$ each, so they can give Nvidia more of their money. As funny as it sounds, I bet Nvidia is the most undervalued company currently.

[Slav Martinov @slavoinvests]

@MarkJCarney

[Slav Martinov @slavoinvests]

@GrindeOptions NIO

[Slav Martinov @slavoinvests]

@Mrymyildiz That’s a wart

[Slav Martinov @slavoinvests]

@TheLongInvest I mean NVDA has had a pretty anemic reaction lol, memory is doing its own thing.

[Slav Martinov @slavoinvests]

@treasureh8nter I mean that’s one way to read into it. In reality, they are simply using the tech they spent 20B on buying lol.

[Slav Martinov @slavoinvests]

@JUST_KAWS People don’t realize Nvidia is growing faster than AMD and Broadcom, but people are paying higher premiums for those, mostly because they are retarded.

[Slav Martinov @slavoinvests]

@mdnghtmss This is retarded lol

[Slav Martinov @slavoinvests]

@TheLongInvest $SMH

[Slav Martinov @slavoinvests]

@ZeeContrarian1 A “very bad sign” is a bit overblown dude. It doesn’t change the business fundamentals at all. I’d rather they just bought more stock back though. Keep it out of weak hands.

[Slav Martinov @slavoinvests]

@jacobiinvest Just hold semis and googl for a while, get rid of the rest of that crap.

[Slav Martinov @slavoinvests]

@TheLongInvest You can’t model chaotic systems, markets are not as deterministic as economists want them to be.