Couch Investor

"We've seen Microsoft do the same 35% or so from the bottom."

"We've seen a Meta go up 30% or so in a matter of what, a week, a week and a half."

"We've seen that with Nvidia, right? Nvidia was basically flat for 7 to 8 months or so, and then it started to go up because it it shows it's a $5 trillion company, but we can still double our business. we can still stay the number one player for the foreseeable future."

"This is why you've seen me position myself in a broadcom in an Nvidia. Of course, I have other names in my portfolio."

"For some strange reason, Micron perception there is is in the garbage right now. And by the way, the implied move for Micron was closer to 7 7.5%. It's basically flat right now. So we'll see what happens at the open, maybe we have more price target upgrades."

"We've seen that with Meta. We've seen that with Microsoft. We've seen that with Google."

"We've seen that with Meta. We've seen that with Microsoft. We've seen that with Google."

"I do still think that this name is undervalued. Yes, I have initiated a position last week. It has of course visibility to double AI revenue next year and then double it again. So to go to $115 billion in just AI revenue excluding the rest of the business and then double that segment again to $230 billion."

"maybe if a name like Broadcom also keeps being in my opinion undervalued and the fears the fears of future growth are overblown, then maybe I can just allocate the cash to a Broadcom and increase that position or increase my position in Nvidia because a Broadcom here as well. I do still think that this name is undervalued."

"This whole thing with Micron, again, I still own my position. That's what's left of it. But it's it's quite mind-blowing that we are still trading at these levels. We're still getting the same very low multiple."

"Let's have a quick look at Sandisk and what's the story there. Sandix is a company worth around $254 billion trilling PE still a bit higher than Micron 23.6 times but forward here also quite low 8.1 times here as well."

"Now if we go and have a look at another memory player of course not the same segment which which makes this thing even worse Western Digital. Western Digital right now has a trailing PE of 18.7 times and a forward one of 22.6 times peg ratio of.5. So again on paper here very cheap. But why does this name get a higher multiple than Micron?"

"as for cash capex and contracts with more cash than Apple or Nvidia what is the minimum cash level and what is long run capital intensity"

"as for cash capex and contracts with more cash than Apple or Nvidia what is the minimum cash level and what is long run capital intensity"

"Moving on to Micron. Now, Micron still has an amazing performance this year and over the last 12 months, but yes, it's true that over the last three months, it's still down 7.3% over the past 6 months, still doing very well. And over the past month, it's up 11.6%. Micron is a company worth $1.2 trillion, a trading P of 14.3 times, and a forward one 7.2 times, a PE ratio.1. It's we're being honest here. Even if you want to go the whole bearish route here, cyclical business, this and that, it's co"

"We also have some news with regards to new and then we'll talk a little bit also about Broadcom, OpenAI and Entropic."

"We also have some news with regards to new and then we'll talk a little bit also about Broadcom, OpenAI and Entropic. Maybe I'll start off with new. New basically jumped back to the price it was before we got the Monzo rumor."

"So Micron finally reported their quarterly figures. A very good quarter. Stock didn't move at all. So we'll talk about that in today's video. How that might impact the stock in the future. What the market still needs to see in order for this name to not trade anymore at 7.4 times forward earnings."

"when we looked at Rocket Lab for the first time, Rocket Lab was also a very small company compared to where we are today. But when we looked at Rocket Lab, we said, could this become a hundred billion dollar company?"

"the perception of course is getting better with Meta."

"MongoDB I think yesterday dropped by about 17 to 20% or so because they lost their CO to meta."

"Meta Meta is moving very very quickly right now with the roll out of Muse."

"Microsoft as well, especially when it comes to enterprise."

"Speaking of Meta and Muse, they just keep releasing new products and services. They just release Muse for small uh business, which makes sense, right? They want to grow the adoption of Muse. They have the cash to back everything up. They have the distribution."

"just like it changed with Meta over the last month."

"We also had Meta that came out with Muse... That's the agent part disruption right here."

"a lot of people are looking at Google alphabet at the moment and are freaking out a little bit right"

"first, let's look at a Google Alphabet right now. Year to date, it stock is up 6.5%. So definitely underperforming the broader market. Over the past 12 months, it's up 37.4%"

"Meta that's up 2.2%"

"Oracle is up 3.7."