Shared opinion image
Oct 26, 2026: 6 influencers on GOOGL, MU, NU
- Opinions
- 8
- Influencers
- 6
- Stock calls
- 14
- Bullish / bearish
- 12 / 2
Opinions in this image
More shared images伯克希尔的持仓NU股价跌近17%，我在盘前$11.1的价位建仓买入了一些。
LOL, TSMC is planning to raise CoWoS prices by 20%. $INTC
Still feels like all your AI infra names from $MU to $AAOI sold off way too hard. The billions in financing raised by frontier labs to hyperscalers end up ultimately flowing back to GPUs, networking, and memory.
For me to buy a stock I want a 15% return, so based on my assumptions I would need to see Palantir around 140 or less. I don't feel comfortable with my assumptions, so call me conservative.
