I have been long MU since June. In this AI group chat I’m in some dummy was like oh but p/b is the right metric. Tell me you’re on wall St without telling me.
If you don't care about MU's meme potential, you should really buy SK Hynix. The author had mentioned that in the past but individuals cannot buy SK. I would also consider Samsung as it is the biggest ram bit supplier where quality matters less right now and they are also the biggest nand supplier. Their non foundry is not great but that also matters less now. Consumer electronics is wrecked. If you want Hynix and Samsung, EWY is not bad. they are 45% of the ETF and there is about another 10% in tech related industries in there.
Also, you’re a goat, my irrational portfolio 19% ytd - can’t thank you enough for December and semicap posts. Hope u know you’re gonna retire a bunch of people
It would be great if you could explain how you went from calling Sandisk’s HBF as worse than “diarrhea soaked toilet paper” to now buying the stock at $350 and making it your top 5 holding and casually sliding it into your post. $MU insider buying should have no connection to SNDK, since MU’s main business is not NAND flash.
With each one (!) of Nvidia's GB200 using up to 17 TB LPDDR5 RAM, the price of that particular type of RAM is under a lot of upwards pressure.
Concerning the Chinese smartphone makers: I wonder just how far CXMT is as of today with fabbing LPDDR5? AFAIK, they had started large-scale production of regular DDR5 in Q3/Q4 2025. If CXMT (or another Chinese memory producer) can produce large amounts of LPDDR5, it might give Chinese smartphone makers a significant cost advantage (in the BOM) over Samsung and even Apple.
Regarding Qualcomm: those crazy high prices for LPDDR5 will also hurt their second attempt to grab market share, although others, including Intel with Panther Lake, will also suffer.
Also thoughts on LITE ? The recent moves are not making any sense.
It’s a battleground stock and has a high bar to clear which it likely will. I think COHR is tremendously underrated personally
I have been long MU since June. In this AI group chat I’m in some dummy was like oh but p/b is the right metric. Tell me you’re on wall St without telling me.
If you don't care about MU's meme potential, you should really buy SK Hynix. The author had mentioned that in the past but individuals cannot buy SK. I would also consider Samsung as it is the biggest ram bit supplier where quality matters less right now and they are also the biggest nand supplier. Their non foundry is not great but that also matters less now. Consumer electronics is wrecked. If you want Hynix and Samsung, EWY is not bad. they are 45% of the ETF and there is about another 10% in tech related industries in there.
The demand for memory is actually much larger than what is currently being modelled. BULLISH
Great article btw
Can you explain why selling AVGO? Is it purely to fund faster semicap names or something else?
Also, you’re a goat, my irrational portfolio 19% ytd - can’t thank you enough for December and semicap posts. Hope u know you’re gonna retire a bunch of people
It would be great if you could explain how you went from calling Sandisk’s HBF as worse than “diarrhea soaked toilet paper” to now buying the stock at $350 and making it your top 5 holding and casually sliding it into your post. $MU insider buying should have no connection to SNDK, since MU’s main business is not NAND flash.
With each one (!) of Nvidia's GB200 using up to 17 TB LPDDR5 RAM, the price of that particular type of RAM is under a lot of upwards pressure.
Concerning the Chinese smartphone makers: I wonder just how far CXMT is as of today with fabbing LPDDR5? AFAIK, they had started large-scale production of regular DDR5 in Q3/Q4 2025. If CXMT (or another Chinese memory producer) can produce large amounts of LPDDR5, it might give Chinese smartphone makers a significant cost advantage (in the BOM) over Samsung and even Apple.
Regarding Qualcomm: those crazy high prices for LPDDR5 will also hurt their second attempt to grab market share, although others, including Intel with Panther Lake, will also suffer.
Why now long on ANET? Are you being sarcastic? NextHopAI will not eat their lunch anymore?
Already all in fking good and enjoying MU & SNDK! but lost ONTO's riseing , really fking bad!!!
Did you see FEIM? I thought I saw that in 2026 outlook piece and thought that one was interesting
Would love to have an update on INTC, esp. with positive shift on sentiment since CES
what is the SNDK covered option part in your positions? Thanks!