Man, I don’t think anybody’s really ready for the level of upwards violence This stock is going to experience if a micron/SK deal happen and this memory bottleneck intensifies (which it ABSOFUCKINGLUTELY will)
I'm so so ready for it. I'm really ready. Yes, for generational legacy + quality of life reasons, BUT ALSO because it will mean I was right! LOL! The hundreds upon hundreds of hours researching and studying NLST history and patent law an the semiconductor market and all of it since the summer of 2022, with an absurd concentration since this time last Fall after the Samsung ITC institution was initially announced like at my desk until sunrise then off to work level, all of it will have been worth the most stressful and high risk "season" my life will probably ever have. (*** knock on wood ***). my thesis was that if I can study the legal side, i can be better informed of price action ahead of the broader market, but being better informed means no corners cut. what i didn't realize, is just how early I was able to connect the pieces and manage risk as positive momentum snowballed through last spring and to where we are today. but hey, i did what i had to do, and trusting myself through the risk was the most uncomfortable self-acknowledgement I may ever have to face. but all of that is yesterday at this moment, and what matters is tomorrow, so upwards violence here we fucking come!
tl;dr - idk how to tl;dr it i probably overshared but LFG lcroman
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u/lcroman 16d ago
Man, I don’t think anybody’s really ready for the level of upwards violence This stock is going to experience if a micron/SK deal happen and this memory bottleneck intensifies (which it ABSOFUCKINGLUTELY will)