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@yusupovich_life: Erkar nimani istaydi? #uzbekiston #sevgi #tashkent🇺🇿 #Love

yusupovich_life
yusupovich_life
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Saturday 23 May 2026 16:36:20 GMT
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shahnoza.rahimova10
Шахноза Рахимова :
Верно
2026-05-25 09:03:55
0
durdona.bahodirho1
Durdona Bahodirhonova :
Huddi o’shani ayol ham xohlidi
2026-05-23 17:16:11
9
birdonam73
@Yagonam@ :
Mehr olish uchun, mehr berish kerak 🥺
2026-05-24 12:13:40
6
ali.007.uzb1
ALI 007 :
100 %to'g'ri
2026-06-01 18:57:05
0
sevara.gofurova8
Sevara Gofurova :
iltimos xamma narsa edik . kocadagilarga almawdi.
2026-05-25 13:47:54
0
user13204990033435
илхом жон 🇰🇬☝️🕋🤲🥰🫵 :
❤️❤️❤️👍👍👍
2026-05-24 12:29:12
0
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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

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