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$Micron Technology (MU.US)$
Micron's strong performance year-to-date compared to major AI companies has significantly boosted positive sentiment, positioning MU as potentially the only attractive large AI investment opportunity.
The valuation is compelling due to a forward price/cash flow ratio of 6.61 and an undervaluation of 17% based on conservative DCF model assumptions.
Competition with companies like Samsung is fierce, but insider selling has decreased, indicating confidence in the stability of the current stock price.
Micron's strong performance year-to-date compared to major AI companies has significantly boosted positive sentiment, positioning MU as potentially the only attractive large AI investment opportunity.
The valuation is compelling due to a forward price/cash flow ratio of 6.61 and an undervaluation of 17% based on conservative DCF model assumptions.
Competition with companies like Samsung is fierce, but insider selling has decreased, indicating confidence in the stability of the current stock price.
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$Bitcoin (BTC.CC)$
Dear holders,
Thank you for your hard work this past month. It is believed that various emotions such as the difficulty of holding, enjoyment, excitement, despair, and elation have been experienced.
Before I knew it, half of my assets have become cryptocurrency. Personally, I am investing in the bright future of cryptocurrency. I'm also looking forward to the volatility and the explosive growth of short-term assets that cannot be experienced through index investing.
Enduring daily market drops and information while holding is tough, but let’s look forward to the returns only those who take risks can obtain. I believe that the day will come when we can celebrate joy together on this message board.
Please do not push yourself too hard.
Reference: My portfolio
Metapla, Strategy, Mara, IREN, COIN2xL, Terawulf Inc, BTCS
Bitcoin, Ethereum, Solana, XRP, Pepe, Ton, Jupiter, DOT, Doge, Light, Trump, ETC
Dear holders,
Thank you for your hard work this past month. It is believed that various emotions such as the difficulty of holding, enjoyment, excitement, despair, and elation have been experienced.
Before I knew it, half of my assets have become cryptocurrency. Personally, I am investing in the bright future of cryptocurrency. I'm also looking forward to the volatility and the explosive growth of short-term assets that cannot be experienced through index investing.
Enduring daily market drops and information while holding is tough, but let’s look forward to the returns only those who take risks can obtain. I believe that the day will come when we can celebrate joy together on this message board.
Please do not push yourself too hard.
Reference: My portfolio
Metapla, Strategy, Mara, IREN, COIN2xL, Terawulf Inc, BTCS
Bitcoin, Ethereum, Solana, XRP, Pepe, Ton, Jupiter, DOT, Doge, Light, Trump, ETC
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$Tesla (TSLA.US)$ This time is different! The bluffer, to the entire nation! Is it bluffing to investors and bluffing to all taxpayers?
Restructuring can be done by anyone. What is important is not restructuring, but effectively utilizing the current personnel, maximizing their use, and making those who can't keep up quit. What will be presented first are the details of the reform and the method to run it. Even a fool can do restructuring.
Restructuring can be done by anyone. What is important is not restructuring, but effectively utilizing the current personnel, maximizing their use, and making those who can't keep up quit. What will be presented first are the details of the reform and the method to run it. Even a fool can do restructuring.
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$Tempus AI (TEM.US)$
Insider Sell cannot be stopped!
Is there some intention behind continuing the Insider Sell!?
Insider Sell cannot be stopped!
Is there some intention behind continuing the Insider Sell!?
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$Tempus AI (TEM.US)$
The number of people recognizing the potential of Tempus AI in the medical field has significantly increased.
Stock prices fluctuate due to various factors, not only corporate value but also economic conditions and geological risks.
It is fine to profit and run in the short term! It is also okay to be scared of declines and sell! Or one can continue to buy more shares without worrying about daily stock prices!
In any case, there may be declines like the SP500, but looking at the long term, there has been significant appreciation. Surely, Tempus AI will also rise considerably in the long run. Perhaps it's best to stay calm and trust in the future potential of Tempus AI. Only those who overcome the fear of decline can achieve great returns.
The number of people recognizing the potential of Tempus AI in the medical field has significantly increased.
Stock prices fluctuate due to various factors, not only corporate value but also economic conditions and geological risks.
It is fine to profit and run in the short term! It is also okay to be scared of declines and sell! Or one can continue to buy more shares without worrying about daily stock prices!
In any case, there may be declines like the SP500, but looking at the long term, there has been significant appreciation. Surely, Tempus AI will also rise considerably in the long run. Perhaps it's best to stay calm and trust in the future potential of Tempus AI. Only those who overcome the fear of decline can achieve great returns.
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$Tempus AI (TEM.US)$
Cathy Wood focuses on the growth strategy and financial improvement of the AI medical company Tempus AI, in which she invested 24.8 million dollars. https://search.app/LsKL
Cathy Wood focuses on the growth strategy and financial improvement of the AI medical company Tempus AI, in which she invested 24.8 million dollars. https://search.app/LsKL
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新div OP : The deadline for the debt ceiling issue is until March 14.
Bridging budget.
The last time was in December.
The USA's debt has swollen.
The budget needs to be amended each time to pass through Congress.
As a result, some government agencies will be shut down.
Therefore, efforts are being made to cut unnecessary budgets.
But this is being worked on.
As before, this is a bridging budget close to the deadline.
Every time, the VIX rises.
新div OP : This week,
CPI on the 12th.
Producer Price Index on the 13th.
And there are economic Indicators.
In March, from the perspective of no interest rate cuts in the USA.
Market trends remain Bearish due to current tariffs and quite a lot of comments from Trump.
The market is quite pessimistic.
新div OP : Be cautious about averaging down while the VIX is high.
At the start of the week, the decline from the weekend is continuing.
Touching is dangerous.
新div OP : China has also imposed the second phase of retaliatory tariffs on the 10th.
Therefore, movements due to Trump's tariffs cannot be predicted.