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on August 6, 2026, 6:15:17, in reply to "How are my fellow NLSTers feeling today?"
I’ll continue to watch every day, but in true NLST fashion I expect a few down days as MU doesn’t settle immediately, as the SK deal in announced with a bigger discount than we hope, as Google is indemnified by Samsung who now has a license (for the Samsung supplied devices), for ongoing ITC delays, for slooooow testing and adoption, for general down days in hardware, for architecture breakthroughs that slow memory demand, etc. etc. etc.
BUT this cements that this will be a $10 stock within a year, could still be a $25 stock in a couple years, and so I’ll sell half when it hits $12 and let the rest ride. This has been and may be the only stock I’ve bought the past five years (Ed Jones takes care of everything else and I just check those statements quarterly or so) and it’s kinda nice not wasting brainpower on the whole thing.
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How are my fellow NLSTers feeling today? - villain August 5, 2026, 11:36:44
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