LBM_LXXVIII

LBM_LXXVIII@MF_Camillus

Quite an unpopular view back then (9 months ago) Both Nvidia and Broadcom remain firmly on track for my $300 PT But taking current fundamentals into account, I wd still be a buyer of $NVDA at $300, while $AVGO would be neutral at best by the time it gets there

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

LBM_LXXVIII@MF_Camillus

The signals were pretty clear A CEO trying to divert attention away from his own company right before earnings is never a good sign... $PANW

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

LBM_LXXVIII@MF_Camillus

When every single link in the chain sends the same message, loud and clear, folks should listen… Memory shortage won’t end anytime soon $DELL $NVDA $MU $SNDK $SKHY

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

LBM_LXXVIII@MF_Camillus

AI will either be net disinflationary like every single other technology revolution that preceded it or it will fail its purpose In simple terms, inflation is the net implementation cost of a technology for society The bull AI case that I firmly subscribe to involves massive

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

LBM_LXXVIII@MF_Camillus

If that’s not obvious at this point, I am not sure what to tell you… $MU $SKHY

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

LBM_LXXVIII@MF_Camillus

No rocket science: Companies announcing de-spec are not cutting memory because they discovered they need less of it: they are cutting it because they cannot get enough of it So not only is it not reflective of less demand now, but it actually implies pent-up demand in the

tweeted Sat, Aug 29 · counted from Mon, Aug 31 close

LBM_LXXVIII@MF_Camillus

When I say 99% of AI bears are just lazy-ass idiots chasing their next moment of glory, this is exactly what I’m talking about The other 1% probably just doesn’t care about $$... $NVDA

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

LBM_LXXVIII@MF_Camillus

For the slow kids in the back: resistance at 226.4 is....GONE And that will probably push the whole semi sector with it in due time ($SOXX can relax now...daddy is home) $NVDA

tweeted Thu, Aug 27 · counted from Fri, Aug 28 close