It is all been about insane expectations
Posted: Jun 27, 2024
- Companies mentioned: TSMC, Nvidia, Micron - Growth in these companies is slowing down, not picking up - Market cap calculations may be affected - Warning of a bubble due to insane expectations - Mention of demand shock and short term memory loss in relation to market trends in 2021 and potential future trends from 2022-2024
🚨 Reddit sentiment: mixed - The comments contain a mix of both bullish and bearish sentiments about the stocks discussed, with no clear prevailing positive or negative sentiment. Summarized comments: - Calls bought tomorrow morning might print if market opens red - Discussion on $TSM tanking before revenue forecasts were released - Comparison with $TSM, stating it dies off earnings but rebounds in a few days - Clarification on $MU growth slowing due to limited production capacity, not a bubble - $MU's high P/E ratio indicates high growth expectations - Uncertainty on whether to hold or let expire 7/12 175c - Potential profit-taking and buying new calls after cooldown - Warnings about market bubbles and bias; mentions 2021 and 2022 market behavior Stock tickers discussed: $TSM, $MU
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