We’re going lower on Monday, aren’t we?

$NVDA conclusion for the supply chain? Everyone wins. 'We need a lot more capacity' Jensen. Just own whatever you want that makes you happy and sleep easy at night... $MU $SNDK $LITE $COHR $CRDO $TSEM $EWY $STX $WDC

As Dylan Patel would say ‘he’s sandbagging you’ $NVDA

$0, rounded to the nearest penny

Feels like we have a floor in life sciences now... $DHR $TMO $RGEN $DIM.FP $WAT $A

$MU: We signed a LT 5-yr agreement that gives us confidence that the demand side function of the cycle is a lot bigger than anyone thought. we have more visibility into the biz than ever before. it only took (i) pricing going up 100% for a few qtrs in a row, (ii) every customer

A list of some of the greatest investments in US history We spent 3% of GDP for a decade with railroads, and it drove massive productivity for the next 100 years I’ll take round 2 of that