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Will
Will
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Region: SG
Monday 20 April 2026 10:52:42 GMT
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user8421712692637
kelly :
Nice song you are hokkien
2026-05-12 12:21:09
0
me1.n_only
Me1.n_only :
2026-04-20 15:17:27
0
betty_8899
Betty🥰🥰～室內設計.廚櫃.系統櫃.衛浴.景觀工程 :
台語歌喔～聽的懂喔🤣🤣
2026-04-21 03:13:42
0
vibolthoeurn.0999
Vibol Thoeurn :
😍😍😍
2026-04-20 11:24:40
0
betty_8899
Betty🥰🥰～室內設計.廚櫃.系統櫃.衛浴.景觀工程 :
😂😂
2026-04-20 14:30:01
0
user77810519202843
អូនហ័រ江东 :
🥰🥰🥰🥰🥰
2026-04-20 12:15:54
0
choi6190
푸른하늘 :
😊😊😊
2026-04-21 15:38:57
0
zohra.mauve
Zozo Summer and heat 🌟✨️💫 :
👍👍🥰
2026-04-28 16:00:11
0
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Other Videos

Cutest top from @SCUFFERS #top #scuffers #clothes #OOTD #perrileroy
Cutest top from @SCUFFERS #top #scuffers #clothes #OOTD #perrileroy
Unit terbaru langsung di tes drive Bu ika
Unit terbaru langsung di tes drive Bu ika
وسط زحمة الحياة، نحتاج أحيانًا إلى مساحة هادئةكلمة نافعة، فكرة جميلة أو لحظة تأمل تعيد ترتيب ما بداخلنا.هنا تبدأ رحلتنا مع محتوى بسيط. #يوسف YOUSSEF #
وسط زحمة الحياة، نحتاج أحيانًا إلى مساحة هادئةكلمة نافعة، فكرة جميلة أو لحظة تأمل تعيد ترتيب ما بداخلنا.هنا تبدأ رحلتنا مع محتوى بسيط. #يوسف YOUSSEF #
HUT BHAYANGKARA KE-80 bertindak sebagai inspektur upacara Gubernur Jawa Barat Dedi Mulyadi #dedimulyadi #hut #polri #gubernurjawabarat #fyp
HUT BHAYANGKARA KE-80 bertindak sebagai inspektur upacara Gubernur Jawa Barat Dedi Mulyadi #dedimulyadi #hut #polri #gubernurjawabarat #fyp
MICRON RISKS: 1. VALUATION - Looks cheap, but it always is at the top of a cycle (historically). The markets will undervalue them in comparison to the massive ramp in their financial performance vs other companies that could do the same. Don’t let this lull you into a false sense of security. 2. HELIUM - With the strait of hormuz blocked, we’re in helium supply shock. This is true of the specialized canisters that are needed to effectively transport helium across voyages. There isn’t an easy solution at the moment to replace this missing supply, and Helium is irreplaceable in chip manufacturing. There has been solutions to mitigate the waste of helium, and even transport from the US - but no permanent, sustainable solution yet. 3. INVENTORY - Stockpiling and data center delays can cause a random shock in demand for supply. Memory companies are trying to mitigate this with long term agreements, but even those agreements can result in weaker than expected revenues / margins - even if they’re great for the business overall - and cause the stock to fall. Overall, I’m still bullish - but VERY cautious. One of my holdings I’m more scared of - but see real upside if wall street changes their view on the narrative. Conservative FV estimate @$600 (which it has passed). Every earnings will be critical to see how the story plays out. #investing #research #micron #stocks
MICRON RISKS: 1. VALUATION - Looks cheap, but it always is at the top of a cycle (historically). The markets will undervalue them in comparison to the massive ramp in their financial performance vs other companies that could do the same. Don’t let this lull you into a false sense of security. 2. HELIUM - With the strait of hormuz blocked, we’re in helium supply shock. This is true of the specialized canisters that are needed to effectively transport helium across voyages. There isn’t an easy solution at the moment to replace this missing supply, and Helium is irreplaceable in chip manufacturing. There has been solutions to mitigate the waste of helium, and even transport from the US - but no permanent, sustainable solution yet. 3. INVENTORY - Stockpiling and data center delays can cause a random shock in demand for supply. Memory companies are trying to mitigate this with long term agreements, but even those agreements can result in weaker than expected revenues / margins - even if they’re great for the business overall - and cause the stock to fall. Overall, I’m still bullish - but VERY cautious. One of my holdings I’m more scared of - but see real upside if wall street changes their view on the narrative. Conservative FV estimate @$600 (which it has passed). Every earnings will be critical to see how the story plays out. #investing #research #micron #stocks
Tony montana. #scarface #antoniomontana
Tony montana. #scarface #antoniomontana

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