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@aldeyrh0: لاتكاثر جيتي يانظر عيني 😔. #القصيم_بريده_عنيزه_الرس_البكيرية #فرقة_الديرة_بقصيباء #سامري #اكسبلوررر #fypシ

فرقة الديرة للفنون الشعبية 🥁
فرقة الديرة للفنون الشعبية 🥁
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Sunday 05 July 2026 05:56:38 GMT
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muath_901
معاذ|الفضلي🇸🇦 :
العععععععب🕺🏻🕺🏻🕺🏻🕺🏻🕺🏻🕺🏻
2026-07-05 11:17:57
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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
Nails to match the set🌺#fypシ #fyp #summeroutfit #matchingset
Nails to match the set🌺#fypシ #fyp #summeroutfit #matchingset
메타 클라우드 진출설, 사실 아니었다？ 저커버그 한마디에 반도체주 흔들린 이유 📉
메타 클라우드 진출설, 사실 아니었다？ 저커버그 한마디에 반도체주 흔들린 이유 📉
My fav activewear @Halara_official #fypシ #halarashorts #halara
My fav activewear @Halara_official #fypシ #halarashorts #halara
📍 𝝙𝝚𝝢 𝝚𝝬𝝚𝝩𝝚 𝝜𝝙𝝜 𝝡𝝚𝝩𝝖𝝢𝝞𝝮𝝨𝝚𝝞 𝝥𝝤𝝪 𝝙𝝚𝝢 𝝣𝝪𝝥𝝢𝝜𝝨𝝖𝝩𝝚 𝝘𝝞𝝖 𝝩𝝤 𝝖𝝦𝝘𝝚𝝢𝝩𝝞𝝢𝝜 - 𝝥𝝦𝝖𝝨𝝞𝝢𝝤 𝝖𝝟𝝦𝝮𝝩𝝜𝝦𝝞❓ 🇦🇷💥🇨🇻 Είδαμε μπαλάρα τα ξημερώματα του Σαββάτου (04/07) → Ο Ανέστης Ζαχαράκης στο σημερινό Star Focus, παρέα με το Pame Stoixima, ασχολείται με το Αργεντινή - Πράσινο Ακρωτήρι. 💥 Η εμφάνιση του Μέσι και οι μαχητικοί
📍 𝝙𝝚𝝢 𝝚𝝬𝝚𝝩𝝚 𝝜𝝙𝝜 𝝡𝝚𝝩𝝖𝝢𝝞𝝮𝝨𝝚𝝞 𝝥𝝤𝝪 𝝙𝝚𝝢 𝝣𝝪𝝥𝝢𝝜𝝨𝝖𝝩𝝚 𝝘𝝞𝝖 𝝩𝝤 𝝖𝝦𝝘𝝚𝝢𝝩𝝞𝝢𝝜 - 𝝥𝝦𝝖𝝨𝝞𝝢𝝤 𝝖𝝟𝝦𝝮𝝩𝝜𝝦𝝞❓ 🇦🇷💥🇨🇻 Είδαμε μπαλάρα τα ξημερώματα του Σαββάτου (04/07) → Ο Ανέστης Ζαχαράκης στο σημερινό Star Focus, παρέα με το Pame Stoixima, ασχολείται με το Αργεντινή - Πράσινο Ακρωτήρι. 💥 Η εμφάνιση του Μέσι και οι μαχητικοί "Μπλε Καρχαρίες"! → Τι ξεχωρίζει από το σημερινό πρόγραμμα του Παγκοσμίου. #pamestoiximagr
Ông bà độ dữ lắm mới hên được cỡ này 🤧 #xediendibao #dibaovietnam @DIBAO Việt Nam
Ông bà độ dữ lắm mới hên được cỡ này 🤧 #xediendibao #dibaovietnam @DIBAO Việt Nam

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