If only.....Micron.....

[gym97]

 

Would have been worth $4bn in theory...

[Txvestor]

21 hours ago, gym97 said:

 

 

Would have been worth $4bn in theory...

I have a few of these of my own. 

[Intelligent_Investor]

Micron going parabolic is more luck than anything even if they held. The shortages didn't really start until fairly recently and before that the industry for DRAM wasn't really the best in terms of economics. No one even 3 years ago would have predicted that DRAM would still be sold out at prices multiple of the prior ATH

[Longnose]

Yea i was deep in micron with cost basis less that $50. I felt good about my triple never dreamed it woulda been a 1T+ company.  I even beleived the argument that all the AI would fill up all the storage but didnt think it would have a backlog driving them anywhere near what we are seeing now.  I still have a very small position that Ill probably just let ride and see what happens. 

[Txvestor]

3 hours ago, Longnose said:

Yea i was deep in micron with cost basis less that $50. I felt good about my triple never dreamed it woulda been a 1T+ company.  I even beleived the argument that all the AI would fill up all the storage but didnt think it would have a backlog driving them anywhere near what we are seeing now.  I still have a very small position that I'll probably just let ride and see what happens. 

Another dog that likely came to life which we will never know about is APR energy. But honestly these are for me in the I can't predict and lucky if I'm at the right place right time bucket. 

Edited 9 hours ago by Txvestor

[chenisheng]

11 hours ago, Longnose said:

Yea i was deep in micron with cost basis less that $50. I felt good about my triple never dreamed it woulda been a 1T+ company.  I even beleived the argument that all the AI would fill up all the storage but didnt think it would have a backlog driving them anywhere near what we are seeing now.  I still have a very small position that Ill probably just let ride and see what happens. 

I bought at around $50 and sold at $65 because at the time I was like I don’t want commodities in the portfolio, sigh