The Analysts

@michaelsikand

@michaelsikand · Thu, Aug 13

Michael Sikand@michaelsikand
Memory looks like oil at the dawn of the automobile. Chevron and Exxon both create the most commoditized product on earth, yet trade at forward PE ratios of 12-13. Production is the moat, not the product.
22d agoview on X ↗media on X

tweeted Thu, Aug 13 · counted from Fri, Aug 14 close

Read as

Long CVCV, Long XOM · Medium confidence

Confidence

Medium0.88

Counted from

Fri, Aug 14 · market close

Rank since this call

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Aug 28

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 21 · fades out by Sep 24