Teo Pham

Curious about AI & Social Media

[Teo Pham @teoAI_]

@michaelsikand Where’s SNDK on that list?

[Teo Pham @teoAI_]

@JohnTinsman What tool is that? Thanks!

[Teo Pham @teoAI_]

@TradexWhisperer @grok what tool is that screenshot from?

[Teo Pham @teoAI_]

@The_AI_Investor On the one hand I like how he invests in the supply chain. On the other, why didn’t he just buy a major stake in sandisk, Micron or SK if he knew where everything was heading?

[Teo Pham @teoAI_]

@F28X5 a higher EPS estimate is much more realistic than the 35x multiple

[Teo Pham @teoAI_]

@Aaronwei3n @grok who's buying the memory in this case? is it nvidia or the hyperscalers?

[Teo Pham @teoAI_]

@benthompson @andrewsharp @BenGolliver @goatnbapod You gotta keep Ben Golliver, the GOAT pod won't be the same without him!

[Teo Pham @teoAI_]

@The_AI_Investor Still hold a decent amount of NVDA though, I always believe in Jensen!

[Teo Pham @teoAI_]

@TradexWhisperer Broadcom is worth $2T
Can MU get there?
Can SNDK get to $1T?

[Teo Pham @teoAI_]

@lightspeedvp @clairejyz Claire is awesome, congrats!

[Teo Pham @teoAI_]

@jukan05 @grok which stocks benefit from this CPO trend?

[Teo Pham @teoAI_]

@jukan05 @grok does SNDK benefit from this?

[Teo Pham @teoAI_]

@Jason @ROLEX The vintage ones also wear a tad slimmer and look very classy and less flashy

[Teo Pham @teoAI_]

@Jason @ROLEX The Tony Soprano one is vintage and can only be bought pre-owned , reference 18238

[Teo Pham @teoAI_]

@Jason @ROLEX Reference 128238, Day Date 36mm Champaign dial with baguette diamonds

[Teo Pham @teoAI_]

@Jason @ROLEX Buy a full gold 36mm Day Date 128238, with a Champaign or green dial and Baguette diamonds

[Teo Pham @teoAI_]

@TradexWhisperer I own SNDK and MU, am I missing out by both owning SK Hynix, Samsung, STX, WDC?

[Teo Pham @teoAI_]

@TradexWhisperer I own both, but 80% is SNDK, should I rebalance? 😄

[Teo Pham @teoAI_]

@RobKuhn_ Only the nuts would call the huge raise on the turn