JC888
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On Thursday, US market cont'd to consolidate, due to: (a) Rising crude oil prices. (b) Rising US bond yields. (c) Weak quarterly earnings from Walmart (d) Escalating Middle East tension with Trump launching fresh round of economic sanctions on Iran. Surprisingly, MU bucked the trend and rose instead of trending downwards like the rest of Nasdaq stocks. (see attached) Is this clearly a sign of MU's resilience & demand or just another "entrapment" ?
@JC888:NVDA to cut short MU memory boom ?
On Thursday, US market pulls back due to: (a) climbing crude oil prices. (b) rising government bond yields. (c) disappointing Q2 results from retail giant Walmart - widely regarded a primary bellwether for overall health of US consumer economy, retail spending habits, & the real-world impact of macro pressures like inflation, fuel costs, & import tariffs. (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. GOOG did not escape unscathed, falling by -1.34% in intra day trading. With weekend Fri tomorrow, not buying yet. What about you ?
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
Almost everyday this week seems to be a better 'dip buying' day as US market continues to correct. Intra day's losses on Thursday is more severe than Wednesday. (see attach) Key reasons are due to (a) climbing crude oil prices & (b) rising government bond yields, -- compounded by (c) disappointing Q2 results from retail giant Walmart and (d) escalating geopolitical tensions following threats of heavy economic sanctions on Iran. The man has to stop talking and stage a graceful exit no ?
@JC888:Cooling inflations, Time to buy the Dip ?
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
@JC888:NVDA to cut short MU memory boom ?
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)
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
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 ?
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
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
@JC888:NVDA to cut short MU memory boom ?
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.
@JC888:NVDA to cut short MU memory boom ?
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..
@JC888:NVDA to cut short MU memory boom ?
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
NVDA to cut short MU memory boom ?
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.
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
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
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
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 ?
@JC888:Cooling inflations, Time to buy the Dip ?
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
Replying to @JudyFrederick:Hi, thanks for reading my post and sharing your views. For all Magnificent 7 stocks, it will be difficult for them to have excess FCF as they are heavily involved in their respective AI buildout. Read somewhere that GOOG has an edge over peers as they leveraged on bond sales ($25 billion) and equity offerings ($85 billion) to cover its AI buildout, instead of using cash upfront.//@JudyFrederick:GOOG is a buy only if liquidity stops tightening. I care more about capex sensitivity than Druckenmiller’s name here
@JC888:Druckenmiller's 13F $120m GOOG pivot. Buy ?
Replying to @CarterSilas:Hi, thanks for reading my update and sharing your insights on US market. Agreed with your commentary, any further comments from the president via his propaganda platform will see US market unravel faster than its futures indexes.//@CarterSilas:Three straight red days plus a green premarket is a classic squeeze setup. Without any cooling signal, these bounces usually fade within a session or two
@JC888:With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again. What do you think ?
Replying to @daz999999999:Hi, thanks for reading my post and supplementing it with latest development between NVDA and Softbank. Recently NVDA's investments have come under scrutiny and been casted in bad light as 'circular funding'. There's some truth in the argument put forth but some fake news too. Think it really depends on NVDA's actual motive. Is it really trying to help or fortifying its moat. What do you think ? For Wed, NVDA is in the green, just like US's composite futures indexes. Stay that way !!//@daz999999999:$NVIDIA(NVDA)$
@JC888:NVDA hits $236 breakout before Q2 results ?
With approx. 5 hours to go before US Wed trading commences, the Futures composite indexes are looking encouraging today, granted that the S&P 500 had fallen consecutively for the past 3 sessions. (see attached) With no signs of easing tension in the Middle East, the look-like-recovery pre-market indicators are of no comfort to me personally. With latest on Iran going on the offensive and Trump declaring no extension to the Truce-MOU, temperature is definitely rising again. What do you think ?
@JC888:Cooling inflations, Time to buy the Dip ?
Replying to @Ah_Meng:Hi, thanks for reading my post and sharing your views. I could not have expressed it any better - very succinct and to the point. I have a new pick post out for Wednesday on Stanley Druckenmiller latest 13F filing. Watch out for it ok. And if you like it too, help Repost so more people will get to read about it. Tks, tks.//@Ah_Meng:stagflation is still a variable threat especially with the oil and gas prices still holding up or creeping higher now and then. With the war, it's not like the US national debt has any way to go but up... the indices might appear rebounding after corrections, the rebounds are increasingly weaker and seemingl
@JC888:Cooling inflations, Time to buy the Dip ?
Replying to @sjlangford:Hi, thanks for reading my post. Glad you liked it. FYI, I have a new Pick post out today. Its on guru investor - Stanley Druckenmiller latest 13F filing. This is the link to the post - https://ttm.financial/post/598419134391360. Can cut & paste to savour the latest. Help Repost if you like it too also - ok. Thanks.//@sjlangford:Great article, would you like to share it?
@JC888:Cooling inflations, Time to buy the Dip ?
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