Locator: 49731MU.
Quick! Has this ever happened before -- completely sold out of anything for two years! And we're barely into the fourth (sixth) industrial revolution. How many of those large data centers proposed six months ago have even been built yet. And we're already out of high-bandwidth memory chips for 2025 and 2026. I don't Cramer has mentioned this once. A P/E of 23. Oh, give me a break! And still not at its all-time high.
In progress. Not ready for prime. time.
I was disappointed to hear Cramer's remarks this past week with regard to the fourth (sixth) industrial revolution. It sounds like he's giving up; changing his tune on AI, particularly chips. Simply because of one bad stretch. Of five days. Oh, give me a break.
If I haven't misunderstood what he's saying ... wow, what a doofus.
I took advantage of all the bad news including adding to my position in BRK. We've talked about that before. Again, I'm looking at this from a 30-year perspective.
But the bigger story is the "rambling" story about Target earlier.
I love all that talk about moats.
The new moat? Free cash flow; cash hoards; market caps; leverage, margins.
And then this: Micron.
What an incredible story.
Micron: "We're all sold out."
