Winston Spencer

Finance & Golf - Business picker

[James E. Thorne @DrJStrategy]

This bull cycle will last far longer than Wall Street expects.

There is no bubble. AI infrastructure and semiconductor demand are still in the early stages, supporting S&P 500 earnings growth toward $650 by 2031.

Inflation is not the issue many claim; a supply shock simply changes relative prices. Why does everyone forget their undergraduate economics?

Warsh is not a hawk.

We are also heading toward a constructive Iran deal that restores risk-on momentum.

Ignore the doomers. This cycle has substantial room to run.

[Winston Spencer @wsc1990]

@warbirddotcom @T_L1995 Bastante bala, yo me meto en bolas igual

[Dom Kwok | EasyA @dom_kwok]

imagine how many rejections these guys got on their way to the top.

never give up.

[Winston Spencer @wsc1990]

@HedgebergCom Whats your PT?

[Jack @Jackkk]

Tom Hanks shares the best advice he’s ever received

“Throw deep. If you’re gonna do it, do it”

“If you have the chance, do it. Don’t pause. If you’ve got an instinct, go at it”

[Winston Spencer @wsc1990]

@ELOSOLICH @anibalf_ Jajajajajaja !!!

[Winston Spencer @wsc1990]

@ELOSOLICH @anibalf_ Te excita ositoooooooo

[TT3 @TradingThomas3]

Everyone wants a dip until they get one 😂

[Winston Spencer @wsc1990]

@warbirddotcom Holdeamos?

[Gustavo Neffa @gneffa]

El portafolio del nuevo niño estrella de las inversiones Leo Aschenbrenner está muy concentrado en lo que considera los cuellos de botella de la revolución de la IA: energía, centros de datos, almacenamiento y conectividad óptica, más que en las grandes tecnológicas tradicionales

[Winston Spencer @wsc1990]

@gneffa MU

[Damian Brik @eldaminato]

@gneffa $MU

[Winston Spencer @wsc1990]

@warbirddotcom Todas estas la ves ganadoras?

[Winston Spencer @wsc1990]

@pacogonza01 Te subiste finalmente?

[Austin Lieberman @LiebermanAustin]

One of the craziest charts you’ll ever see.

Since 2005 $MU shares are up 17,700% (over 177x) in value and the P/E ratio has gone DOWN from 39 to 22.

Chart from @FASTGraphs

[Elon Musk @elonmusk]

Tesla IPO market cap was 0.1% of its current value

[Winston Spencer @wsc1990]

@warbirddotcom Sin lugar a dudas

[Joe Weisenthal @TheStalwart]

Wow, Berkshire Hathaway investing $10 billion into $GOOGL in a private placement as part of a broader $80 billion equity capital raise by the company to expand its AI infrastructure

[zerohedge @zerohedge]

that was fast

*BERKSHIRE HATHAWAY TO INVEST $10 BILLION IN ALPHABET

[Winston Spencer @wsc1990]

@hamids @LiebermanAustin Whats your PT for MU?