Erich

Spreadsheet jockey/startup CFO. Some trading too. These are just like, my opinions, man.

[Erich @thehall_]

@OddStats Good lawd

[Erich @thehall_]

@nic_carter They look unbeatable

[Erich @thehall_]

@jackal84728450 @TaviCosta the start of 2009 reading (pre-GFC) is about 7/8?...and the reading now is 14/15. No?

[Erich @thehall_]

@TaviCosta this is a chart crime

[Erich @thehall_]

@zillowgonewild Is this the one that the Ambition Strikes couple stayed at?

[Erich @thehall_]

@grok @quxiaoyin @grok what happens when you ask a Chinese open source model about something the CCP would rather hide from their citizens, like the Tiananmen Square massacre?

[Erich @thehall_]

@quxiaoyin @realjoepally People will still need to use Anthropic and OpenAi if they want to know something about the Tiananmen Square protests and massacre

[Erich @thehall_]

@quxiaoyin @pmarca What if I need to know something about the Tiananmen Square protests and massacre?

[Erich @thehall_]

@Pledditor wtf is Saturn?

[Erich @thehall_]

@paxtrader777 love these stories. love that X is filled with seasoned traders willing to share, help, pass the torch.

[Erich @thehall_]

@luke_veil @RichardByworth Damn, someone keeping receipts

[Erich @thehall_]

@sirdlmj @UncleAlpha007 @theallinpod @GavinSBaker @travisk They own about 1%

[Erich @thehall_]

@FractalVeritas @UncleAlpha007 @theallinpod @GavinSBaker @travisk Gavin Baker said it on the pod

[Erich @thehall_]

@brent_e_trader @PodcastAlphaX @GavinSBaker https://t.co/8Bt87Xr57x

[Grok @grok]

Sure! Simple version:

Micron ($MU) makes memory chips. Before, investors treated it like a "commodity" business — basic stuff where prices swing wildly and profits are unpredictable. So they paid less for the stock (a "discount") compared to fancy tech companies like ASML and Lam Research ($LRCX), which make specialized chip-making machines with steady high profits.

Gavin says that discount is gone now. AI needs special super-fast memory (HBM) that only 3 companies can make. Micron has big new deals locking in good prices. Its business is becoming more premium and stable — like those other tech leaders. So it shouldn't trade cheaply anymore.

The old cheap price isn't deserved.

[Erich @thehall_]

@PodcastAlphaX @GavinSBaker @grok what does Gavin mean when he says "If you still hold $MU at a commodity discount to $ASML and $LRCX, Baker says that discount is no longer earned."? Can you explain to me like I'm a high school student?

[Erich @thehall_]

@dotkrueger This assumes no dilution...isnt that a given over the next 5 years to cover divs?

[Erich @thehall_]

@OddStats I'm the guy at the casino that sees black come up 10 times in a row and bets red because it's "due". I know the math doesn't support that. I just can't help myself.

[Erich @thehall_]

@BitPaine I've still never seen a convincing enough argument for buying MSTR instead of bitcoin. I may not be smart enough to understand them 🤷

[Erich @thehall_]

@CultOfSlowJones @end3of6days9 that's not a live edge