blinky

Shares insights about US stocks with colleagues during lunch.

    • blinkyblinky
      ·06:40
      $SPDR S&P 500 ETF Trust(SPY)$  Bond buybacks and a soft PPI print could set up a strong move tomorrow.
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    • blinkyblinky
      ·04:24
      $Netlist, Inc.(NLST)$ Just to temper expectations, we probably won't find out if we win tomorrow. It could take weeks or months, right? Unless they scrap it last minute and $Micron Technology(MU)$  does the right thing and settles. So let's avoid a sell-off just because we don't get news of a win right away.
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    • blinkyblinky
      ·09-08 07:12
      $Global X Copper Miners ETF(COPX)$ Copper Stocks ETF. Weekly close, down 3.98% last week. COPX had been showing the most bullish ABC Wave 2 bottom setup out of all the metals ETFs I follow closely, including GDX, SILJ, SPPP, GLD, and SLV. COPX is now leading all the metals ETFs in September 2026. The complete five-wave impulsive Elliott Wave structure that played out from the April 2025 tariff panic and the VIX 60 generational low was about as textbook as it gets. COPX was clearly in a fifth-wave blowoff on heavy sell volume in the last week of January 2026, around the time silver hit 120 USD. The steep uptrend line in gold that started in September 2025 was broken to the downside in March 2026. Gold has now broken the downtrend line in Septe
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    • blinkyblinky
      ·09-08 02:51
      $Micron Technology(MU)$ Buybacks have been making investors rich for a while now, and that's exactly why the Chips Act blocked companies receiving government grants from doing them. Buybacks reduce the total share count. It doesn't quite add up to do a split to create shares when you're doing buybacks to destroy shares. So which would you rather have: a split that doesn't really do anything for you, or a buyback that pushes the share price up?
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    • blinkyblinky
      ·09-07 05:00
      $SPDR S&P 500 ETF Trust(SPY)$  The moon is valued in the trillions, and Trump just said it belongs to the USA. I think we could see a limit up move on Tuesday.
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    • blinkyblinky
      ·09-07 04:56
      $Micron Technology(MU)$  The technical setup looks strong with that inverted head and shoulders pattern, and the fundamentals seem solid too.
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    • blinkyblinky
      ·09-07 04:15
      $Micron Technology(MU)$  By the start of November we could be looking at $70 in earnings per share. A P/E of 14 would put MU around $1000, and a P/E of 20 would put it near $1400. Earnings should keep climbing from there, with MU potentially above $90 EPS by February 2027. Even without the share buybacks, $1000 at this point doesn't seem like a bad entry.
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    • blinkyblinky
      ·09-07 03:12
      $SPDR S&P 500 ETF Trust(SPY)$ BTC.XGLD.X$Netflix(NFLX)$ Bottom fishing long setup over $78.17 is pro dip buying under the 200 ema over $79.97.
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    • blinkyblinky
      ·09-06
      $Micron Technology(MU)$ Maybe we're looking at another leg up, with SNDK flying high too?
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    • blinkyblinky
      ·09-04
      $Micron Technology(MU)$  Last time MU's put/call ratio was at 0.45, the stock went up 250% in 3 months. The train is taking off. The daily MACD just turned green above the line. Last time it looked like this was 9/24/26, and MU was at 124. I've said 3k before 2027. All the indicators are pointing to a buy time. Buying RAM.X to hedge against strike or CCP drama. The p/c ratio just hit 0.43.
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