1/29/25 :: VROCKSTAR :: 
TER
I'll bite. Micro long into print.
- sidelines watching this for some time
- last two prints had pretty bad reactions - not ideal - chart also looks double-top-ish zoom out, not great
- but financials still solid, growth great, mgns great... i couldn't play for
LRCX but i'm happy to bit a bite on this one given a few factors, namely if 
MSFT, 
META and 
TSLA beat (which assuming all three is low probability in theory, but i think is probably >50% chance), then something like this rips b/c 
NVDA will rip and bring the whole complex with it.
- in other words, financials check box, it got kicked in the nuts in the last few days, and any decent confirm from big co's will translate into semi rip and therefore equipment/ test co's rip (not to be confused with RIP'ing which we r trying to avoid)
what do u think anon? worth the micro punt to keep our skills sharp?
V
TERI'll bite. Micro long into print.
- sidelines watching this for some time
- last two prints had pretty bad reactions - not ideal - chart also looks double-top-ish zoom out, not great
- but financials still solid, growth great, mgns great... i couldn't play for
LRCX but i'm happy to bit a bite on this one given a few factors, namely if MSFT, META and TSLA beat (which assuming all three is low probability in theory, but i think is probably >50% chance), then something like this rips b/c NVDA will rip and bring the whole complex with it.- in other words, financials check box, it got kicked in the nuts in the last few days, and any decent confirm from big co's will translate into semi rip and therefore equipment/ test co's rip (not to be confused with RIP'ing which we r trying to avoid)
what do u think anon? worth the micro punt to keep our skills sharp?
V
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