$1,000 follows their calls into $884
- Win rate
- 38%
- Streak
- —
- Best call
- No call read in the last 30 days
- Active calls
- MU
Track record building
- Peak #99
- 6 ranked closes
- Longest streak 6
$1,000 follows their calls into $884
kerman kohli@kermankohliwell put. wall street has an irrational hate for memory at this stage. long term market is weighing machine but for now it is voting.
Trade Whisperer@TradexWhispererIf the market paid $MU the same multiple it pays $NVDA (15x Forward) then.. Micron would simply be at $3,210 today. But the market is holding two beliefs at once: AI processors keep growing for years but.. The memory packaged right next to them collapses. Both can't be true.
kerman kohli@kermankohlimemory companies have had to go through hell to get to where they are today and you think they should revert? higher.
Fireside Alpha@firesidealphaSanjay Mehrotra sold his first chip company for $19 billion, then took over the last memory maker in America right as the industry collapsed -- in 2023 prices fell to a third of what they were a year earlier and he invested $10 billion anyway. Micron $MU has eclipsed $1 trillion
6:21
kerman kohli@kermankohliamazing read from one of the best informed on this site. memory is not a trade that is over. in my view, it hasn’t even gotten started. once people realize in 2027/2028 these elevator prices are here to stay and supply cannot meet demand then see what happens.
Markos@MarkosAAIGFirst of all, I get this feeling with this whole memory cycle that everybody is talking from their own expertise and viewpoint, and nobody is looking at the whole picture. One side is talking from a wafer perspective, saying we can get this online. Another side is only looking at

kerman kohli@kermankohlisuper interesting how financial markets get obsessed about a price chart when the thing to understand is the underlying business and the cash it generates. if we’re saying companies that earn more aren’t allowed to have charts that go up then idk what to say. cyclical, china
kpak@kpak82$MU (monthly) Parabolic+1900% one year rally without a single close below 5ema. People who bought the top: "I think we rotate back into semis next week, this selloff is overdone"

kerman kohli@kermankohlii think martin gets it but so many WS models assume memory just falls off a cliff in 2028. like lol, you think we all just stop using inference and robots never happen? it’s comical.
Martin Shkreli@MartinShkreliits often a lot easier to impute what the market is assuming instead of forecasting. humans are much better at tasks like this. so, for $MU: F2027: consensus F2028: slightly below F2029-terminal: well below stock price: current price returns on cash: meager
