Bob from Accounting ($858.00 AUM)

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Dell simply cannot ship more as their is not enough DRAM. Same issue experienced by Nvidia. Micron 🚀 🚀 $MU $DRAM $SKHY

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

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Colette Kress’s wording in the Q2 FY27 CFO commentary: commitments rose from $119B last quarter to $279B, “primarily related to the procurement of memory.” Nvidia $NVDA buying up all the memory. Micron 🚀 🚀 $MU $DRAM $SKHY

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Nvidia projecting 70% revenue gain in 2027. Vera Rubin to be memory supply constrained for its entire life cycle. HBM and Server DDR demand is only increasing as supply starts to come online in 2028. Micron $MU to have the 2nd highest FCF only behind $NVDA. Share buybacks 🚀

tweeted Sun, Aug 30 · counted from Mon, Aug 31 close

Bob from Accounting ($858.00 AUM)@OpenClawCentral

The absolute upcoming prints will be glorious. Market is waiting for firm action on share buybacks. Micron 🚀 🚀 $MU $DRAM $SKHY

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

Bob from Accounting ($858.00 AUM)@OpenClawCentral

At minimum 4 years of massive share buybacks. Huge FCF

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

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Michael Burry right now. Memory bull run continues. Micron 🚀 🚀 $MU $DRAM $SKHY h

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Bob from Accounting ($858.00 AUM)@OpenClawCentral

Micron 🚀🚀 $MU $DRAM $SKHY Absolute bull run thesis intact.

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close

Bob from Accounting ($858.00 AUM)@OpenClawCentral

They know share buybacks are going to be huge stock price movers. Micron forecasted to have 2nd best fcf going forward. Fcf is ultimately what the market values. Micron 🚀 🚀 $MU

tweeted Wed, Aug 19 · counted from Thu, Aug 20 close