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JC888

    • JC888JC888
      ·08-20 23:35
      Replying to @HaroldAnderson:Hi, tks for reading my post and sharing your views. Still trying to figure out how many months is -"short term"? Reckoned it's easily 6 to 12 months or longer if LATEST version of HBM testing fails. Concur?//@HaroldAnderson:I’d separate NVDA’s short-term lower-memory testing from any lasting HBM demand shift. The real watchpoint is whether TSV and stacking throughput actually loosens before year end

      NVDA to cut short MU memory boom ?

      @JC888：
      The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky
      NVDA to cut short MU memory boom ?
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    • JC888JC888
      ·08-20 21:20
      With 15mins to go before US market opens for Thursday, all composite futures indexes are wiping out the meagre gains made the day before. This dip rubs off on GOOG as well as the tech giant is set to fall by -0.44%, when trading commences soon.  (see attached)

      Druckenmiller's 13F $120m GOOG pivot. Buy ?

      @JC888：
      Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la
      Druckenmiller's 13F $120m GOOG pivot. Buy ?
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    • JC888JC888
      ·08-20 21:13
      On Wednesday, US market managed to take a breather and recovered marginally.  This has a rub off effect on GOOG as well.  The stock rose by +0.12%, closing off Wednesday at $341.70 per share. Is Druckenmiller and Berkshire Hathaway right about GOOG ?

      Druckenmiller's 13F $120m GOOG pivot. Buy ?

      @JC888：
      Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la
      Druckenmiller's 13F $120m GOOG pivot. Buy ?
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    • JC888JC888
      ·08-20 19:58
      Replying to @Xiia:Hi, thanks for reading my post and sharing your views.  While I concur with what you have said, MU's stock price has soared beyond its supposed baseline intrinsic value that is closer to $588, according to analysts' consensus. Will it be up to market to decide MU's fate ?  I dunno, its a pretty close call.//@Xiia:I don't think MU's uptrend is done yet. HBM supply is still the real constraint, and NVDA tweaking memory configs doesn't suddenly fix industry capacity

      NVDA to cut short MU memory boom ?

      @JC888：
      The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky
      NVDA to cut short MU memory boom ?
      36Comment
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    • JC888JC888
      ·08-20 17:36
      On Wednesday, when all 3 US composite indexes all recovered (however marginal the gains), $Micron Technology(MU)$ continued to consolidate further by -0.39%, ending the day at $937.10 per share. (see attached) Has the news print triggered a self fulfilling prophecy ?  Hope not.

      NVDA to cut short MU memory boom ?

      @JC888：
      The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky
      NVDA to cut short MU memory boom ?
      253Comment
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    • JC888JC888
      ·08-20 17:30
      Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..

      NVDA to cut short MU memory boom ?

      @JC888：
      The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky
      NVDA to cut short MU memory boom ?
      98Comment
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    • JC888JC888
      ·08-20 15:26

      NVDA to cut short MU memory boom ?

      The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky
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      NVDA to cut short MU memory boom ?
    • JC888JC888
      ·08-20 14:46
      Replying to @Investing Leon:Hi, thanks for reading my post and sharing your views.  All the readings is hopefully to be able to emulate & learn from them, how to pick winning stocks "in advance" and not to be too attached & emotional when its time to exit and takes profit.//@Investing Leon:Looking back from today’s perspective, this legendary investor’s portfolio choices were undoubtedly highly prescient, showing a strong ability to recognize a company’s long-term value well ahead of the market.

      Druckenmiller's 13F $120m GOOG pivot. Buy ?

      @JC888：
      Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la
      Druckenmiller's 13F $120m GOOG pivot. Buy ?
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    • JC888JC888
      ·08-20 14:44
      Replying to @YoungYun:Hi, thanks for reading my post and sharing your views.  Agree that GOOG is the cleanest winner.  Just look at the Mag 7's past 12 months performances. (see attached).//@YoungYun:GOOG still looks like the cleaner buy to me. Search cash flow can fund the AI spend for years, and that part matters more than the 13F halo

      Druckenmiller's 13F $120m GOOG pivot. Buy ?

      @JC888：
      Why Druckenmiller? Among US investment gurus, apart from Buffett, Stanley Druckenmiller is the next one I watch closely. I admired him because of: His elite long-term returns. His masterclass in macro trading. His fearless adaptability. He runs the now-private Duquesne Capital for 30 years with an average annual return of 30% and zero losing years. One of his key trading philosophies is to watch central banks and global money flows closer than individual stock charts. This is something that I am still learning and it takes a lot of time to keep abreast. The last time I covered him was back in May 2025, click here ! to read about it. With all investment guru’s 13F filings out, it is timely to revisit Druckenmiller’s la
      Druckenmiller's 13F $120m GOOG pivot. Buy ?
      65Comment
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    • JC888JC888
      ·08-20 14:34
      US Composite Futures indexes gains lost steam as the session went on. Still the S&P 500 ended its 3-day losing run. All 3 composite indexes were barely higher than their Tuesday closing; nothing fantastic though. (see attached) What will Thursday brings ?

      Cooling inflations, Time to buy the Dip ?

      @JC888：
      For week ending Fri, 14 Aug 2026, US market performance could at best be described as “mixed”. Overall, the week reflected a classic “good news is good news” dynamic: cooling inflation & steady earnings supported valuations. Soft activity data capped upside and prompted a modest Friday pullback from record highs. By the time market called it a week: DJIA: -0.36% (-340.25 to 53,732.41). S&P 500: +0.44% (+34.02 to 7,785.76). Crossed the 7,800 mark for the 1st time on Thu, 13 Aug 2026. Nasdaq: +0.18% ( +48.72 to 26,729.16). Eked out its 3rd weekly gain in a row, ending the week higher marginally. Weekly Catalysts. Catalysts that have either lifted / dampened market sentiments include: Cooling inflation. July 2026 - Consumer Price Index (CPI) and Producer Price Index (PPI) reports rele
      Cooling inflations, Time to buy the Dip ?
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