U
R500今日第 436 名
財報週四 盤前
$37.70
-4.00% 今日 · -7.58% 1W
10月30日 收盤或最新價
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Best F'ng buying opportunity in a while
Its revenue is tied entirely to the ad market - thats driven by consumer behavior, would be impacted severely in an economic down turn (impairing their debt repayment) and they have no other revenue streams. … Those forward contract commitments dont look so hot if your customers go bankrupt.
2 天前
For AI bulls and WSB regards, apology forms are here
His bad ideas: Longing LULU from $190. Longing FOUR from $65. Shorting PLTR at $183. … I follow some boomer finance guys. Highly recommend George Noble.
Buying the dip on individual stocks or adding to index funds: what's your approach to this pullback?
Both...sold off some GOOG, VEU and VOO...bought some TSM, MU, EWY and NVDA...as well as QQQ. Just risking up while things are a little lower. Regret selling Google ...maybe buy a tiny amount to scratch the itch.
What Are Your Moves Tomorrow, October 30, 2026
Don't forget to buy the dips on MU, SKHY and most importantly INOD. Last chance for these prices :smoking:
The fact that MU has fallen so low is a joke. SKHY and SNDK have shown that demand for memory is still there--and not just for the next few months--and the big Big Tech companies are sticking to their CapEx spending or even increasing it in some cases. So if you don't buy in now at $900, it's your own fault.
4 天前
What Are Your Moves Tomorrow, October 28, 2026
I play MU and SNDK earnings, they both double beat and raise guidance and go red. I don't play SK hynix because of the above and insteas choose Seagate STX... Guess what... As a bonus, I played HOOD as well after seeing SOFI's earnings in the morning. Do you want fries with that?
Possible repricing (Optics (AAOI))
Totally agree. How the LITE board even agreed to go into talks is a mystery to me. … And no i dont think that it will go through, but i do appreciate the attention it brings to the optical sectors, especially after a huge correction in the sector.
Studying finance has shown me that I probably can't beat the market and index funds are likely the better option.
You can beat the SP500, but don't expect to beat it by much, but even 2% over SP500 over time is huge. … But let's be honest, I bought names like NVDA, PLTR, AMD, AMC, MU, DELL.
Daily Discussion Thread for October 28, 2026
Bruh I bought $200k worth of MU under $900 it was the easiest decision I've made this year. I'm just saying there are good companies right now selling like they're in decline lol. META shouldn't have a forward in the teens at near 30% topline growth.
6 天前
What Are Your Moves Tomorrow, October 26, 2026
I've seen this same playbook in July 2026. Buy NBIS and MU calls 3 months out and get rich.
Brazilian regards, are you OK?
You are gonna short the AI bubble by shorting MELI and NU? Youre completely retarded dude.
Daily Discussion Thread for October 26, 2026
Wariness about AI trade seems to be encouraging rotation into stocks unloved for a while. Looking at you NKE. But not UBER, I notice. Christ that stock is death!
What Are Your Moves Tomorrow, October 27, 2026
MU has SNDK, Intel has AMD while poor NBIS is stuck with CRWV as his bro.