To The Moon

Micron Technology, Inc. ( $Micron Technology(MU)$ ) has been a pivotal player in the semiconductor industry, specializing in memory and storage solutions. With the rise of AI, data centres, and the persistent demand for electronics, Micron's relevance has not waned. However, the volatile nature of the semiconductor market begs the question: Is investing in Micron stock still a wise choice? This article delves into Micron's financial health, recent performance, and prospects through a lens of fundamental analysis. Financial Performance and Growth Metrics: Revenue Growth: Micron has shown significant revenue growth, with a year-over-year increase of 93.3% reported in late 2024, indicating robust demand for its products. This growth is largely driven b

MicroStrategy ( $MicroStrategy(MSTR)$ ) shares slipped below the $300 mark, coinciding with Bitcoin's retracement to $96,000. The stock, often considered a proxy for Bitcoin due to its large cryptocurrency holdings, has seen significant volatility this year. With Bitcoin potentially pulling back further to $90,000 as some analysts predict, investors are debating whether MSTR is a buy-the-dip opportunity or a high-risk play. Let’s dive into the key questions: Will Bitcoin’s potential pullback mean further declines for MSTR? Is now the right time to add MSTR to your portfolio? 1. MSTR( $MicroStrategy(MSTR)$ ) and Bitcoin( $CME Bitcoin - main 2501(BTCmain)$ ):

Special thanks to @TigerTradingNotes for the invitation. I'm excited to share my experiences from the past year with all of you, and I hope we can witness my growth and hard work together.We would like to hold a themed event titled "Adapting to 2025: Investing in a Rapidly Changing World, Sharing Insights to Help You Adapt."We hope you can share some memorable transactions you've made in 2024 and some of your own predictions for 2025.We would like the content to be structured into three parts:1.Please name three memorable transactions you've conducted in 2024.We don’t normally switch around stocks to capture each move but stick to just a few stocks we have picked to keep applying the options strategy. We expected crypto companies and t

$VeriSign(VRSN)$ I've been analyzing some of the recent stock purchases made by Warren Buffett, or more accurately, Berkshire Hathaway. Among the companies I've looked into—like Occidental and Sirius—one stands out as my favorite. It's a high-quality business with a robust competitive advantage, or "wide moat," that makes it incredibly difficult for competitors to disrupt its model. This company operates much like a toll bridge—you have to go through it and pay a fee to access its services. I'll provide a quick overview of this business, share my thoughts on its model, evaluate its fair value, and discuss whether it's a great opportunity at its current price or if we might already be too late. I'll also consider whether there might be better alter