@apexalphatrading: 06/10: Micron trades at around 7x forward earnings. CrowdStrike trades at around 220x. Micron is up nearly 300% this year, CrowdStrike 130%.. and the market still pays a far higher multiple for the company that doesn’t even make a profit. That's the cyclical discount in one comparison. Come join Apex, where I share with you my knowledge of 24 years in markets everyday, you get access to the book, news and research I read, access to the educational archive and the Tech World note which I write myself every week (Apex members get it included in their subscription) #micron #crowdstrike #investing #stocks #community

Amorfati :

Great content as usual.

Daniel Rogerson :

micron sold out till 2028 so its not coming anytime to soon

Harps :

Western Digital will soar soon!!

ohheyneha :

So we think MU is going to crash after this cycle?

El scorcho :

I guess I agree with you, but you’re always blaming retail. What about the analyst?! they keep coming up with these ridiculous price targets for stocks look at SpaceX AMD I think the analyst are more to blame than retail personally

SiteToStocks :

Agreed on crwd and mrna disagree on AMD, I get that AMD has gone parabolic and 83x forward P/E is expensive. But I’m looking at the numbers too. Quant still rates high, If earnings grow as expected, that P/E can come down quickly. So expensive? Absolutely. But the numbers are arguing the valuation may be justified by the growth. We'll shall see

Jack :

CNBC keep pumping Crowdstrike for some reason.

dakota :

You’re assuming MU is cyclical because the compute build out stops? When? Not anytime soon

Aläñ Čhavež 🇺🇸 :

bro i was stressing over charts and markets with day trading, now ai dropshipping got me focused on building something instead

Nitro :

Marvell is also joining team parabolic by the look of it

, :

maybe shorters are getting crushed

advandam :

they just paid netlist 600m

TheStockMaven :

I'm short amd, crwd, and mrna right now

fedelake70 :

citygroup increased the amd target at 800usd....why?

Wesley :

on the last earnings call, the micron ceo said they're not cyclical anymore

Viktooooor123 :

thanks for the moderna tip yesterday. Makes no sense, 20pct gains with a turbo short today 😅

Edmond Price :

I just bought puts on SPCX. Outside daily Bolinger trapping a daily high. Wish me luck on this pullback 🫡

✨Noel & Maddy✨ :

Crowdstrike will be 10x bigger in 5 years…AI powered hackers are coming. Crowdstrike is your best defense…

nursecharlottefit0 :

what’s Amd?

Brox :

xavier_eats :

yep

andrea robinson :

somchai 57 :

Those pesky unsophisticated retail investors lol

Milano Toress :

6 trillion of sales to justify abnormal valuations. Idiotic

Make me a Trader :

Nothing to do with retailers, this is the Fed! Ample liquidity