**My new favorite copypasta:** $NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

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$NVDA has GPU monopoly . All these memory companies very low end business, no monopoly, all stocks in $DRAM $MU $SNDK $WDC $STX Samsung, SKHynix, many China companies doing memory, after ban MU. So all memory pump so far , good opportunity to book profit, before 50-70% crash.

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WDC and STX are a little behind in terms of increasing margins. Current estimates only show profit margins around 35% for both of them. At those rates and with their current revenue level, they are much closer to my targets for them. I have started loading up on SNXX with 200 shares at $38 last week. My goal is to have about 100 shares before it reaches $50, but I'm not going into a full position until after MU's report and after we can at least get some signature on this Iran deal with Trump.

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Biggest positions are STX, MU, MRVL, KLAC, ASML, VRT and TER

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One of the better/safer plays for the last two memory/storage Er’s ( SNDK, MU, WDC, STX ) was to just buy calls on the other stock. I.e. STX would run on SNDk earnings. I think at least… I remember MU running on SNDK ER. Something like that. Either way, I’m now at the point that I don’t know when profits will be taken on MU, so just buy the dip and hold shares throughout. It’s gonna keep going up. Monday will be helpful to see if they plan to pin this at $1050/1150/1250 for earnings. But fair value will be somewhere between $1400/2000 afterwards

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