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Bill Brooklyn

@BillBrooklyn10 • 154,033 subscribers

My philosophy: avoid permanent loss, embrace asymmetric reward, and let winners run. Markets are uncertain, but my process never is.

Shorts

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My October advice 9th: $SNDK (Sandisk) — Don’t buy $LITE (Lumentum) — Don’t buy $META (Meta Platforms) — Don’t buy $INTC (Intel) — Buy at $93–$100 $SPCX (SpaceX) — Buy at $148–$155 $MU (Micron Technologys) — Buy at $1,000–$1,020 $AMD (Advanced Micro Devices) — Buy at $601–$610 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion, that’s why I post for free.

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My October advice 9th: $SNDK (Sandisk) — Don’t buy $LITE (Lumentum) — Don’t buy $META (Meta Platforms) — Don’t buy $INTC (Intel) — Buy at $93–$100 $SPCX (SpaceX) — Buy at $148–$155 $MU (Micron Technologys) — Buy at $1,000–$1,020 $AMD (Advanced Micro Devices) — Buy at $601–$610 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion, that’s why I post for free.

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$MRVL & $SKHY Key Points 📑 $MRVL: Focused on AI networking and custom silicon, with data center revenue exceeding 70%; leading in photonics interconnects. $SKHY: Dominates the HBM4 market, secured long term contracts with $NVDA, and is expanding capacity aggressively. Common Ground: Both have long term agreements ensuring demand, reducing traditional cyclicality. Investment View Cyclicality Reduced: AI driven demand and HBM pricing power provide greater stability. Market Mispricing: Valuations still reflect old cyclical models, overlooking structural shifts. Re Rating Potential: $MRVL EPS growth depends on execution; $SKHY trades at a discount, offering recovery potential. Conclusion Both companies are positioned within a new semiconductor paradigm Valuing them cyclically risks underestimating earnings visibility and re rating potential ahead.

$MRVL & $SKHY Key Points 📑 $MRVL: Focused on AI networking and custom silicon, with data center revenue exceeding 70%; leading in photonics interconnects. $SKHY: Dominates the HBM4 market, secured long term contracts with $NVDA, and is expanding capacity aggressively. Common Ground: Both have long term agreements ensuring demand, reducing traditional cyclicality. Investment View Cyclicality Reduced: AI driven demand and HBM pricing power provide greater stability. Market Mispricing: Valuations still reflect old cyclical models, overlooking structural shifts. Re Rating Potential: $MRVL EPS growth depends on execution; $SKHY trades at a discount, offering recovery potential. Conclusion Both companies are positioned within a new semiconductor paradigm Valuing them cyclically risks underestimating earnings visibility and re rating potential ahead.

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