DVB @DeepValueBagger
$8M NW | fatFIRE | Peter Lynch 2.0. Long term investor, chasing deep value baggers. Ex-Senior Exec Tech/SV. Building agentic equity research platform. e/acc Bahamas Joined February 2024-
Tweets22K
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Followers51K
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Following624
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Likes29K
DVB retweeted
$MU net income growth is insane: • Q1 2025: $1.5B • Q2 2025: $1.8B • Q3 2025: $3.2B • Q4 2025: $5.2B • Q1 2026: $13.7B From $1.5B → $13.7B in just 5 quarters.
Three businesses control the entire High Bandwidth Memory (HBM) market: • $HXSCL (SK Hynix, 61%) • $MU (Micron, 21%) • $SSNLF (Samsung, 17%) Do you have a favorite?
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@karlfugs compare $TOYO performance, it outperformed TE
I was also concerned about $TE's China ties. FuzzyPanda just dropped a short report. I had no idea that 99% of its net sales is from Trina (fact checked). Yikes. fuzzypandaresearch.com/short-te-us-ch…
@karlfugs didn't know. just got the email.
@throwabull probably intraday will be good. i wouldn't hold them for too long.
T-2 Days from SpaceX IPO. Spoke to my private equity fund manager. They will convert them to IK (in kind) shares, industry lingo for saying public shares instead of returning me cash. Timeline is unclear so I will be holding them for my dear life. The positive is SpaceX landed big deals on Anthropic and Google. Based on these deals, I would think Elon knows Starship will be successful in the next few months and ready to take customers. If not, Falcon9 can bridge the gap.
@ai_hyperbull that's really nice. would be good to at least oggle them on your brokerage account 😀
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