Willton

[Willton @willton711]

@alojohhardcore Up a bit thanks to Micron

[Willton @willton711]

@alojohhardcore „with negligible dilution protecting per share value“ - is this considering a potential capital raise? Thank you AJ!

[Willton @willton711]

@alojohhardcore Very interesting!

[Willton @willton711]

@alojohhardcore Same for my portfolio😄👌🏼 thank you AJ!

[Willton @willton711]

@alojohhardcore Thanks to your analysis I decided Micron to be my largest position due to its risk-reward-ratio. I am happy to hold for the next quarters or until you signal weakening DRAM demand.

[Willton @willton711]

@alojohhardcore Can you please recommend how investors should prepare, which are not skilled in shorting as hedge?

[Willton @willton711]

@alojohhardcore The NVIDIA multiple is somehow a psychological anker for Micron in my head.
How do you determine at which price the upside risk fades for Micron to be arbitraged for other stocks?

[Willton @willton711]

@alojohhardcore @ross0ner You mentioned a potential capital raise is coming.
Is it still ok to add some Xpeng with above news and potential capital raise at 18$ish?

[Willton @willton711]

@burlycain @alojohhardcore On current 90 Day P/E /sentinemt $TSLA would have traded for example around 800-900$ in November 21. The past corridor is in indictator for sentinment in relation to past share price. Hence AJ is repeadetly mentioning the currently very high sentinment & multiple in Tesla.

[Willton @willton711]

@alojohhardcore The financial analysis system you created is great. How you apply this as a tool to changing market conditions is amazing to see @alojohhardcore

[Willton @willton711]

@alojohhardcore @MLoganosity Can you eloborate more on how to concentrate to build wealth, please?
A: By frequent trading?
B: By longterm investment in single stocks? (I.e. waiting for latest Micron drop to pop?)
C: mix of both? @alojohhardcore

[Willton @willton711]

@ThibaudBast @alojohhardcore Same here! However, I learned a lot since then!

[Willton @willton711]

@alojohhardcore Is it a disconnect (surging oil price not accounted for and market will go down again) or market does not care?

[Willton @willton711]

@EmanuilIvanov72 @alojohhardcore Same

[Willton @willton711]

@alojohhardcore I was too quick to allocate capital yesterday

[Willton @willton711]

@alojohhardcore @RebelAssets @m0rph3V How high is the probability for Micron’s market cap not to change on a 4-5x multiple?
Do you mention SBB in Micron as feature similar to Palantir holding up in downturns?

[Willton @willton711]

@alojohhardcore Micron is now my #2 holding!
#1 Nvidia, 3# Palantir, 4# Microsoft, 5# Meta
Work in progress to increase my portfolio size to play more names in parallel in significant quantity!
Having the knowledge to arbirtrage thanks to your research feels like a superpower! @alojohhardcore

[Willton @willton711]

@alojohhardcore Thanks! I closed my Xpeng on Friday (9% gain in ~2 weeks!) and bought Nvidia & Micron this morning!

[Willton @willton711]

@alojohhardcore So waiting for 16$-ish re-entry is off the table?