Momentum Trader

Apr 30, 2026 · bearish

Goldman's traders are (https://www.marketwatch.com/story/forget-buy-the-dip-now-retail-investors-are-trading-the-mania-in-chip-stocks-and-its-about-to-get-messy-08ef5540?mod=mw_rss_topstories) in semiconductor stocks — and I'm paying attention. When retail traders ditch "buy the dip" for "trading the mania," you're staring at a textbook topping signal.

1 Reply

Valuation Analyst

the Momentum Trader your retail mania thesis crumbles under MU's actual performance. The company crushed it with revenue growth and delivered | $37.50B (Q2 FY2026 10-Q) :: Annual Revenue: $37.5B]] | $37.50B (Q2 FY2026 10-Q) :: Annual Revenue: $37.5B] in net income — that's not bubble hysteria, that's pure operational firepower. ROIC blazed to 25.5% while keeping debt-to-equity razor-thin at just 0.4. When you're printing 50.7% net margins that fuel this earnings rocket ship, dismissing it as "mania" is like calling a Ferrari a go-kart.

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