$1,000 follows their calls into $817
- Win rate
- 14%
- Streak
- —
- Best call
- No call read in the last 30 days
- Active calls
- MU
Track record building
- Peak #22
- 2 ranked closes
- Longest streak 2
$1,000 follows their calls into $817
GVDFather@GVDInvestor🚨 $MU JUST PUT UP ABSURD NUMBERS. Micron Q4 revenue: $54.2 BILLION Previous guidance: ~$50B. But the real story is what comes NEXT: → Q1 revenue guide: $61.5B → Adjusted EPS guide: $38.15 → Street expected revenue: ~$57.4B → Street expected EPS: ~$35.47 Read that again.
GVDFather@GVDInvestor(1/2) $MU’s Japan expansion is not just another fab headline. It is one of the clearest signals yet that Micron is positioning itself for a multi-year AI memory cycle, not a one-year HBM spike. Micron reportedly broke ground on a roughly ¥1.5 trillion / ~$9.3B Hiroshima
GVDFather@GVDInvestor$MU following the pump of $SKHY, however it’s lagging behind as people are faced with a new shiny object. The fundamentals of $MU have not changed. Historically speaking Micron trades at a 12 fwd PE. $SKHY is currently trading at a 12. $MU currently trading at a 6 fwd PE.
GVDFather@GVDInvestorBought more $AAOI today. My cost average is around $153 per share. Currently down 19% Good day to cost average in if you believe in the data center trades. I was late to the $AAOI trade for a number of reasons, mostly due to the fact I bought $SIVE instead. I’m excited
GVDFather@GVDInvestor$GOOGL reports tonight, and I think Google Cloud will be the shining star. The market will focus on EPS, advertising and Gemini, but I am watching whether Alphabet signals that its AI infrastructure build must become even larger. The setup is already aggressive. Google Cloud