Micron generated $33.2 billion in cash flow in a single quarter. Hold memory stocks, don’t short SPCX, and wait for a BTC pullback to get in.
Memory stocks: Micron’s buybacks are already at an extreme. Its free cash flow over the next three years will probably be around 480 billion, and its profitability has surpassed Apple’s for the first time. Buy in batches on any pullback.
SPCX: The profit growth of xAI and data centers has already outpaced that of the rockets themselves, while Starlink’s launch costs are still falling. Hold on to your shares bought near the bottom and add more if it gets cheaper. Hold for now—the short-selling pressure is too high. Do less of it.
BTC: The fourth quarter will give those who missed out a chance to get in. It’s only October, so don’t get anxious. If you bought the dip at 60,000, hold on. I’ve sold 30% of my position; I’ll wait with the rest.
When it’s time to buy, don’t hesitate; when it’s time to sell, don’t get greedy. Be patient and wait the rest of the time.
$MUB
$SPCXB
$BTC
#存储 #美光 #SPCX #BTC☀
Memory stocks: Micron’s buybacks are already at an extreme. Its free cash flow over the next three years will probably be around 480 billion, and its profitability has surpassed Apple’s for the first time. Buy in batches on any pullback.
SPCX: The profit growth of xAI and data centers has already outpaced that of the rockets themselves, while Starlink’s launch costs are still falling. Hold on to your shares bought near the bottom and add more if it gets cheaper. Hold for now—the short-selling pressure is too high. Do less of it.
BTC: The fourth quarter will give those who missed out a chance to get in. It’s only October, so don’t get anxious. If you bought the dip at 60,000, hold on. I’ve sold 30% of my position; I’ll wait with the rest.
When it’s time to buy, don’t hesitate; when it’s time to sell, don’t get greedy. Be patient and wait the rest of the time.
$MUB
$SPCXB
$BTC
#存储 #美光 #SPCX #BTC☀