dev & trader

Joined May 2018
592 Photos and videos
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from Grok on $MU to 1T Market Cap company Why it’s skyrocketing (and why the run looks justified) The core driver is the AI supercycle hitting memory hard. Micron makes DRAM and NAND (including HBM4 for GPUs/AI accelerators), and demand from data centers has gone parabolic: Q2 FY2026 revenue hit $23.9B ( 196% YoY) with massive beats. HBM4 supply is completely sold out for all of 2026 under multi-year binding contracts (huge shift from the old quarterly/annual cyclical crap). They’re shipping monster products like the 245TB Micron 6600 ION SSD aimed straight at AI data centers, with better energy efficiency too. Pricing power is real right now because of shortages—memory isn’t the boring cyclical commodity it used to be; it’s becoming critical “picks and shovels” infrastructure for AI. Is the low forward P/E justifying it? Absolutely—7.6x forward P/E is dirt cheap for what’s happening. (Trailing P/E is higher at ~35x because earnings have exploded recently, but the market is pricing in the future.) PEG ratio is an absurd 0.26, which screams undervalued relative to growth. Bottom line: The skyrocketing looks fundamentally justified by the AI-driven demand explosion and that stupid-low forward multiple. $1T feels like a “when, not if” at this point rather than a crazy moonshot. #MACRO #AI #STOCKS
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I said few years ago one day I'll trade $1m days. Today that became reality. $MU
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The ‘Why’ That Separates Winners From Everyone Else youtu.be/Rzt-_h2rF88 #selfimprovement #motivation #stocks
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GOD CANDLE #MACRO $TSLA $NVDA $BTC
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RECESSION THAT WILL NEVER END - YOUR last chance... youtu.be/MYF7Wsn8M0o #STOCKS #BTC #BITCOIN #TSLA #NVDA #RECESSION #MACRO
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READY FOR RALLY OR NOT - CPI, WAR, AI JOB LOSS youtu.be/haErx37G2Yk #MACRO $TSLA $NVDA $BTC
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PolyMarkets bet ceasefire as late as June #MACRO $BTC $NVDA $TSLA
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WAR... Markets Will RALLY VIDEO: youtu.be/2QgeugBzizw $TSLA $NVDA #MACRO $BTC
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Philip Lee retweeted
16 Dec 2025
Thank you @elonmusk!!
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15 Dec 2025
can somebody check how my boy @HolySmokas is doing... $TSLA
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Philip Lee retweeted
I think its important we remember the following. Happy Red day everyone =).
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11 Oct 2025
Welcome back @MattPocius2
I'll post my new TSLA price target if this post gets 200 reposts & likes or if this account of mine reaches 2000 followers. Let's goooooo! How's everyone feeling? I've missed you all!
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25 Sep 2025
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13 Aug 2025
- Gary implies macro consumers maybe weakening, as major popular fast food across board are equally expressing slowdown - CAVA down 22% - Chipotle , Sweetgreen also reported similar - implying its not a company specific problem, but a macro weakening to monitor #MACRO $BTC $TSLA $NVDA
12 Aug 2025
$CAVA (no position) -21% AH after missing 2Q estimates and cutting its FY same store sales forecast. The company blamed the miss on “ongoing uncertainty among consumers”, echoing what both $CMG and $SG said after posting disappointing results. 2Q: - SSS 2.1% vs 6.4% est - Revs $280.6M vs $285.6M est - Adj EBITDA $42.1M vs $40M est FY’25 guide: - SSS 4-6%, saw 6-8%, est 7.2% - New store openings 68-70 saw 64-68 - Adj EBITDA $152-$159M vs $158.1M (no change) At 2025 P/E of 147x, the miss will get amplified by both the likely decline in FY’25 estimates and a downward re-rating of the multiple.
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20 Jul 2025
#ETH appears breaking up
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18 Jul 2025
$BTC THREATENING
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