years, 21 billion. Here's Nvidian Micron now 535 billion. These names deserve to go down when rates go higher. They need rates to go down. It should not be a surprise. These companies are, it's not even a comparison how small they are. Their market cap is is smaller than the revenue. There's nothing to talk about in this. It's a joke. When you add in Google, Meta, Apple, Amazon, Microsoft, that's another 2.4 trillion, not in market cap, in
Here's Nvidian Micron now 535 billion.
Got out of my Micron... If you're lucky enough ever in life to make a 7 to 10 bagger, don't expect there to be that much more going forward.Vídeo: Momentum Is Crashing, Bitcoin Is Bottoming, AI Agents Are Rising
Incluso Micron, pese a unos resultados enormes y un comentario muy fuerte, se convierte para él en el símbolo de la desaceleración: los fundamentales pueden ser explosivos y la acción aun así pausar porque el mercado empieza a debatir el timing, no la dirección.Vídeo: Hyperscalers Are Collapsing. Is the AI "Bubble" Crashing or Consolidating?
Reconoce que salió demasiado pronto de Micron en los 600 y la vio irse por encima de 1.000.Vídeo: Signal Over Noise: “The Most Important Moment in Human History”
su punto no era clavar el top; era decir que el risk/reward ya no era el mismo una vez que los grandes nombres de memoria se acercan a valoraciones extremas.Vídeo: “We Will Have a Crash”: Why AI Brings Out the Fear in People
dice que ya había vendido dos tercios de Micron y ahora está básicamente fuera por completoVídeo: Running Hot Into Scarcity: Why Bottlenecks Are the Risk to the AI “Bubble”
Micron is an operational example: reduces exposure due to extreme exhaustion while respecting the secular trend.Vídeo: Bubbles, Parabolas and Speed Crashes: The End of Human Market Structure
'Micron has basically almost tripled since this note came out' and 'Micron said this week about being sold out not only through 2025 now but into 2026.'Vídeo: From Apps to Agents: Why 2026 Is the Real AI Inflection Point
Micron's up from $60 to $170 as of uh last week before earnings... demand has driven a significant surge in high value data center products, especially bandwidth memory. It's accelerating and industry demand. Supply is tight.Vídeo: AI “Bubble” or $Trillion Shift? Compute Crunch, Power Grid Strain, Humanoids and Labor Weakness