$8k AUM! I’m the Marilyn Monroe of X. Everything is computter. Bitcoing class of ‘1776.
San Francisco, CA
Joined December 2022
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I dunno man. What if micron only makes $700/share EPS next year? A E/P of 0.72 seems a bit steep for a cyclical company. What if it only makes $350/share the year after?!? THEN WHAT?!? $MU
Oh no. Bad news for the memory bulls. SK Hynix only made $62 billion dollars of profit in one quarter. For perspective, that’s about 7 years worth of Tesla profits. Or 15 years worth of PLTRs current yearly profits. Or 6 years of AMDs current yearly profits. All in one quarter. Not one year, one quarter. But it really doesn’t matter, because memory is cyclical. And cyclical money is like Monopoly money. All of these really really smart people on X taught me that cyclical money doesn’t count. The memory bears are going to teach those memory bulls a lesson. The cyclical guys are so smart. They know what’s best. $60 billion dollars of profit in one quarter doesn’t matter when it’s from selling memory stuff that is sooooooo cyclical. Oh, and BTW, SK said their HBM will be sold out until 2030. It may be longer, but they can’t see out past that. But don’t worry, memory is so cyclical that I’m sure it will peak soon. I’m so happy I follow so many smart guys that taught me about the cyclicality of memory. Good thing they were all predicting memory stocks to crash. Even the really smart guys with those charts and squiggly lines. They knew it. I can’t wait to see MU at $600 a share soon like they predict. And DRAM at $25 a share. lol. 🤡
Fuckin cyclical clowns out there. When will they figure out that this time really is different? Ai never existed during the past cycles. So, by definition, it is different. That’s ok. I hope they figure it out when MU passes $5000 a share. lol.
Pregory McRonald III née Citadel (in memoriam) retweeted
I have got to be honest. I dont think we are anywhere near the end of the war in Ukraine.
Russia shows no signs of being willing to compromise or being reasonable or realistic. Now they apparently raise a demand that the rest of Eastern Europe have to leave NATO. And they still want to have all of Ukraine.
Europe is not going to abandon hundreds of millions of people in Eastern Europe to live under Russian tyranny again.
We are ten times stronger than Russia and we are not going to agree to such insane demands.
Russia is on the defensive in Ukraine. Over the past six months they have lost - not gained - territory. Their oil refineries are destroyed. Their economy is being crippled and there is no victory in sight for them. Compared to Europe they have a small population and a very small and not very advanced economy.
The only problem is that Russia does not understand this and continues to act like they can bully and threaten their way to dominance over a Europe that is so much stronger than them.
We want peace. Of course. Since the fall of the USSR we have shown no aggression to Russia but have only wanted to live as good and peaceful neighbours. There is literally nobody in Europe that wants war with Russia. It is a mindset that does not exist.
But we are not going to surrender to Russia's insane idea that their weak country has a right to rule half of Europe. As long they stick to that, there will be no settlement. So the war will probably continue for a long time which is a tragedy and a disaster.
Coming up on 2 years into his second term and I haven't seen a SINGLE indictment for the widespread fraudulent voting by illegals or dead people in the 2020 election. WHERE ARE THEY?
We've wasted billions of hours arguing about his lies. On one hand, there's the gullible fuckwads who believe this ONE, evidence-free con artist. And then there are the majority of people, having more than 2 brain cells, who believe the dozens of judges, governors, and secretaries of state who say there's no evidence of this ripoff artist's fantasies.
Even Rudy Giuliani admits there's no evidence of fraud, but only in settings where it's illegal to lie. He is probably very comfortable lying in public like his boss. But, acting as Trump's OWN LAWYER, in COURT, where lying to the judge is illegal, he said "this is not a fraud case."
Trump doesn't want us talking about what HE is stealing from us. He wants us to look away. That's all this has ever been about. He looted a few classified files last time. This time he's looting billions of dollars and he doesn't give the slightest shit what kind of mess he leaves behind for us.
I love how every Teslasexual has given up on Tesla being an actual, functioning business. It’s now just a gigantic bank account. It’s a Certificate of Deposit. It’s reached its Terminal Value, and is now a pure Store of Value.
Imagine buying a COMPANY for its BANK ACCOUNT 🤡 🤣
Former Yahoo CEO, Marissa Mayer, giving an example of the kind of impossible question only an AI can answer.
“Funding secured.”
Elon Musk has claimed that SpaceX closed a $40 billion debt deal to pay for the chips it needs to fuel its AI ambitions.
However, people familiar with the matter said the parties were still engaged in pricing discussions as of Sunday and the deal had not yet closed. bloomberg.com/news/articles/…
Donny Parmigiani, please look into this.
Highly concerning and DANGEROUS!!!
Why is Biden allowing this??!?!
🚨🚨MAJOR ALERT [Update: 6 AM, Mexico time]
MIGRANT CARAVAN now VEHICLE BOUND crossing the Sonoran Desert at HIGH RATES OF SPEED.
Disturbing new development as “Coyotes” are said to have loaded some the caravan into off-road trucks capable of holding multiple migrants AND massive boxes full of fraudulent Texas ballots.
We’re close to an old fashioned BORDER SHOWDOWN as DHS is said to be ready for anything.
It seems like this Talarico guy wants to give every single Texan what they want, except for one South African Texan.
Pregory McRonald III née Citadel (in memoriam) retweeted
Aside from the shocking substance of this story, what's amazing is how it was unearthed by Cole. The short version: The Russians were able to penetrate Jared Kushner's iPhone and extract screenshots and data. Then, a Russian intel official was captured by Dutch intelligence (!) and flipped. The Dutch believed Kushner may have been acting on behalf of Russia, so pursued him as an intel target and were able to get into his phone.
They did not find any evidence of Russian collusion, instead they watched him moving hundreds of millions of dollars from slush funds created by Saudi Arabia and the UAE, one of them housed in Israel's central bank.
Incredible reporting, and if Democrats have any sense, they will pull on these threads and learn a lot more about this money.
Explosive story many years in the making, now out in Vanity Fair by Matthew Cole (who will be on Breaking Points next week, and publishing soon in @DropSiteNews):
Saudi Arabia and the UAE set up multi-billion slush funds for Jared Kushner to use.
Iran-Contra 2 here (except with Iran-Contra, at least the US got some hostages released. Not clear what we got out of this one.)
This guy just described my experience in every single Bitcoin space I’ve ever had the displeasure to stumble into.
“I have no idea if the people speaking are serious, parody, or false flags.”
Excellent work, Muck Anick. But, alas, they still have not reached self awareness, or even object permanence.
@cornfedbtc
I thought this guy just say “nobody has a custard ball”, but he was actually saying “nobody has a crystal ball” in an Indian accent.
It’s raining. So, tennis is postponed until Sunday… morning. 😣
So, to get in a full, doctor-recommended, 2 evenings of whiskey and beer this week, I’d have to go out and get crunk TONIGHT, and maybe lose all my money on Black Friday?
They’re learning. They’re adapting. Soon, they will be unstoppable… until Election Day is over.
Pregory McRonald III née Citadel (in memoriam) retweeted
“The plan. We raise taxes on young people to help pay for boomers cruises and trips to the casino”
