EOD SPY pump was disrespectful as fuck

fuck me, I just recently invested on WEN. I'm gonna have to invest some more. This is the way.

I don't say this to be harsh, but IMO the fact that you feel the need to post about NKE as much as you do feels like you have a position that's bigger than it should be. This post could basically be summarized by "Nike was big and will be big again." You say things like: "A few years ago Adidas stock was incredibly beaten down. Now it's Nike's turn" and then provide zero thesis/specific catalysts as to why. Additionally, as I've noted in the other threads, VFC/UAA/LULU have continued to flounder - some sort of v-shaped turnaround isn't a guarantee. Again, good luck and hope it turns out well but in any case you have to have a thesis and near-term catalysts or "NKE can't go below 50" becomes "can't go below 40" becomes "35 is going to hold, right?"

"People sell stock for a dozen reasons, but they generally buy it for one." Jeff Green bought $150M of TTD around $24 in March. It got down to the $12's and is now $14. "What actually happened to BSX this year? " What happened to a lot of medtech. It's been a lousy year for a lot of names - look at ISRG, GEHC, etc. BSX cut guidance twice already this year, you've had rising competition and other issues. A lot of these names were also not exactly cheap to begin with and the series of concerns caused a considerable re-rating lower. IMHO, selectively buying a little of this sort of thing is certainly fine, but the problem IMO becomes people pile into stuff like this that's down a lot and then it doesn't turn around right away while all the stuff that is popular continues to be popular and they quickly lose patience. There was someone recently who has piled into NKE because "well, it's Nike and it's got to turn around right?" "NKE can't go below 40" becomes "NKE can't go below 35." Meanwhile, they're not looking at the fact that much of the industry is struggling, which doesn't exactly help matters.

Ya just to be clear I'm saying quite the opposite: If the shares currently reflect a 70% reduction in memory prices within 5 years, and realized selling prices only fall 50% (because of hedging), then MU is easily a $1.5-$2k stock on intrinsic value.

If Harris were in office we'd be at SPY 850-900 easy. The main headlines would be about "are we in a bubble" and government deficits. But she laughed weird right.

I mean if debt from GOOG, META, and AMZN folds, don't even worry about your money, cause shit is getting real.

Its his retirement portfolio. The guy is gonna let this ride till he retires. Funny how he says SPCX gave him a million in gains over a year when it IPO'd 3 months ago and you can see the huge dip in his run up about 3 months ago when he bought the top. He had already made 90% of the million then bought SPCX, lost about a third of it right away, and then it slowly climbed back to a million these past 3 months.

This is generic and quite honestly crap advice. The SP500 peaked in 2000 then crashed, and didn't recover until 2007, then just a scant one year later in 2008 crashed again and did not recover until 2013. So 2000-2013 you would have made **zero** profit. I don't know how you lead your life but 13 years is a big chunk of a human's life, especially considering you really only contribute to investing 22-65, which is 43 years. So 13 years of fucking zero returns is almost **a third of your entire investing timeline**, which is abysmal. OP is rightly concerned with US outlook. Regardless of where you stand on the political aisle, you don't need to be a genius to realize our government institutions are rotting and unable to respond to major problems we are facing. TL;DR: It's VT and chill not VOO and chill imo. Even then, a declining US will drag the rest of the world down with it for a long time.

Yeah but MU didn't do anything special - they are just price gouging. Output is more or less flat - but all the other numbers prop up (margins/revenue/profit) when you raise the price. NVDA on the other hand has maintained margin while increasing revenue and profit by selling more product. This is why you see a difference in their valuation multiple. One is viewed as an operational juggernaut. Other is just capitalizing on a hot market where there product is still viewed more or less as a commodity. In the longer term, the risk to the memory makers is development of alternative solutions, and thus the lowered multiple. Disclosure: I own both.