For the highlighted, I do not like to provide or prove. What is the point in proving me right or proving you wrong? It is waste of time to go argument/discussion. If you or anyone feel that I am wrong, let it be, no issue to me. Whatever works better for you or anyone, they need to follow their own judgement.
Many times here, I said we agree to disagree and I do not change my position/belief.
Not true, is another issue for debate 
Jil always say no time to discuss or debate/argue or go to in more details but Jil always end up going into details later or elsewhere about something else. 
Jil should mimic my posts. Just articles and maybe 1 or 2 lines of bs. Saves a lot of time.
Let me take @Jil’s side. Actually, when he or someone posts an article or a link with his own comment, it helps understand why that news is important, or what information of value is contained in that. I see poorly written articles so many times where the author is unable to conclude or make a case of what he or she is trying to say.
Art of good writing is a three step process:
summary to introduce
explain
summary to conclude
In last few months, I have picked up some chart reading tricks. How to do it for long term? What indicators. Personally, I do not like to many indicators because they are after all derived from price only and they confuse my untrained mind. Please reply in tricks thread for later reference
You are right, I see this happens many time. In this forum, even in Reddit, many people hate reading books or theory, and missing a lot, thinking they are too good.
They even question Warren Buffet as if he does not know investing…That is the way this blog is…
They are happy to blog/debate/argue…but not ready to spend the same time in books/theory.
It is the exact difference between a Mason and Architect/SE, one can build small bridge and another can make golden gate bridge. Have you ever seen a mason appreciates or understands Architect/SE design?
These 2 High-Growth Software Stocks Are Just Getting Started, Says Analyst
Cloud computing, artificial intelligence, edge computing, AR/VR, autonomous vehicles - all technologies set to become more prominent as the new decade progresses. Each has one more thing in common: they all require software to act as the engine keeping them ticking along.
All need memory So MU is a must to invest in.
The analyst is putting thought in my mind. Both SNPS and CNDS are not in SOXL.
@Jil SNPS is a buy?
Just posting, how I analyze, for forum viewers (It takes at least 20 mins to do this work).
Even though SNPS exceeded market expectation, it is not exceptionally great (0.92 expected exceeded with 1.01). SNPS earning expectation itself lowered from last year earning (last year 1.08 eps actual, this year expectation was 0.92 eps and achieved 1.01 eps).
Do not blame me if it goes up (I doubt) in few days, but I won’t catch this falling knife ! IMO, it is just correcting day time upswing (1.27%) by after hours (2.42%).
Side by side comparison between GOOGL (2nd pic) and SNPS (1st pic).
SNPS YOY earning likely decreasing trend, expecting big jump in Q3. Unless Q3 jump is established, the earnings are coming down YOY, But stock price went up (I do not why). Looks to me market is not wrongly pricing it, I won’t catch this as potential downside is higher.
Google has beaten Q4 earning 3+ points basis and last year to this year 3+ point basis, and YOY overall EPS is growing. This is market wrong price, good to catch GOOGL!
Picture Source: Fidelity
NVDA has ytd return of more than 30% 
So any buy n hold investors investing every $ in NVDA would have beaten some1 who did tons of analyses 
Do not underestimate the performance of just investing in a well known stock with great fundamentals - almost certain that it would beat many trading portfolio in the long run despite not capitalizing on the ebbs. I have come to this conclusion long ago: Buy n hold - Make $$$. Trading - Entertainment.
YTD return of 31.2%
2019 return of 77.4%
I remember my first purchase of NVDA was $55, too good a deal now !
If someone wants a slow and steady dividend growth stock, choose NEE, which I have going up slowly over a period of time. Look at finviz how it is gone up.
Need to confirm a few facts:
INTC - Design and make their chips in their own foundries
MU - Design DRAM and NAND, make some in their own foundries and bulk made by TSMC
NVDA, AMD - Design their chips and make their chips by TSMC
Am I right?
I want to figure out whether Mr Market has thrown the babies (INTC, MU and TSM) together with the water.
Micron has its own fans and does their own manufacturing.
Spot prices of DRAM is surging but MU won’t be able to benefit because its production are already sold through contracts, true?
If true, usually how long are the contracts? That is, when can MU benefit from the higher memory prices?
Prices are usually set quarterly for corporations that buy.
If renewal is three months away, probably won’t benefit since coronavirus probably flames out.
BofA Securities analyst Simon Woo on Tuesday lowered his rating for Micron stock to Underperform from Buy, predicting lower memory chip sales due to the virus outbreak. He has a $50 price target for the shares.
Overall demand should be reduced but if Hynix and Samsung are down, MU is the sole supplier for all the reduced demand! Alternatively, if orders are cut, they can sell the supplies in the open market at higher prices. Need more research as to whether there is baby being thrown out.
Micron’s Stock May Not Stay Down For Long
Consensus analyst estimates are for earnings to collapse by 78.4% vs. last year to $0.37 per share. Meanwhile, revenue is expected to have plunged by 19.3% to $4.71 billion in the fiscal second quarter. It could be a sign that gross margins are likely to come under pressure again for the company. Gross margins have dropped to around 26.5% as of the fiscal second quarter from a peak of 61% in the fiscal third quarter of 2018.
Old estimates which most analysts have not updated with coronavirus development and the recent exploding coronavirus cases. Guess they are confused, reduced demand together with reduced supply, which reduce more?
Micron: Spot DRAM Prices Are A Leading Indicator, But Be Patient
Without trying to be a sensationalist, I was chatting with a relative (veteran in semi industry) last weekend. I was told that his firm lost 300 mn+ in revenue from Jan to Feb 15th because of supply chain issues in China. This is a >25B market cap firm.
MU and NVDA are showing srength. Miss the bottom while talking cock. Darn.
Have we hit bottom already??
Just notice my MU edges out AMD.
