u/juliofgx17

I am talking about DRAM. Not a stock, but anyways. I bought at ATH, before MU earnings, and being 100% sure that it would skyrocket.

Why? Because MU would crush earnings. And they did. RAM couldn't be in a better position: all sold until 2028 and I think by 2028 we will have so many good models under 128GB that more ram will be needed for personal computers.

And they went from 80 to 50. I lost more than 30% in less than a month, in my most trusted stock(s) (ETF).

And thanks to this I finally understand the people that says that individual stocks rarely beats market in long term. Of my most trusted stock underperformed that bad, what about the other stocks?

I missed a lot of chances. I bought NBIS at 50$ and sold at 100$ thinking the AI bubble would pop in December.

Now I am seeing Micron chart and going absolutely crazy. A 1000%. Absolutely life changing.

About DRAM, I invested at 75$. And I am very confident in memory needs. When gen AI models become better, we will not need a chat gpt or Gemini, instead we will have the model in our 128GB of RAM laptop. You know what I mean? I think the memory needs are UNDER valued because people thinks only data centers will need them. But each user will.

So maybe in a few years we can see DRAM at 300$ even, who knows.