Yurtle @quantyurtle
Joined January 2025-
Tweets46K
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Followers2K
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Following2K
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Likes45K
Yurtle retweeted
My max conviction AI stock is Micron Technology (MU). It's the key supplier of high-bandwidth memory (HBM) chips powering next-gen AI training clusters, with demand exploding as hyperscalers scale. Explosive earnings growth and a favorable memory cycle position it for 2x+ upside by end of 2026. No mistakes.
Yurtle retweeted
It’s been more than 6 months since I last posted here. In that time I crossed oceans, countries, stayed deep in jungles, mountains, and entire continents. There were weeks where I barely looked at a screen. Days where markets, earnings, politics, and the endless noise of timelines felt like they belonged to another world entirely. I spent time in places where nobody cared or knew about stock tickers, market caps, or what the Fed was going to do next week. Places where people wake up with the sun, where storms roll in without warning, where the jungle at night is louder than any city on earth. When you completely detach from the machine for long enough, you come back seeing things differently. Simpler. More obvious. You stop overcomplicating. You stop looking for ten thousand variables and narratives. Sometimes the answer is just sitting there directly in front of you. So when I finally came back to the markets and started looking through everything again, one thing immediately stood out to me above all else. I swapped everything, including my position in Meta straight into Micron. ALL IN. Because from where I’m sitting, after months away from the noise, it feels almost absurdly obvious where this is going. Micron is the next Nvidia. As for Bitcoin nothing has changed. I never sell. Still holding every BTC I bought from $1K all the way up to $120K. I think $120K for one Bitcoin is a sweet deal and I am pleased with those buys.
In hindsight, Micron (MU) would be the best bet to full port
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