Sold £4379 of $AMZN and bought more $MU

Now I’m not one for weird coincidences but… THE BOTTOM IS IN. I tend to be in the med at the start of Q4 and there has always been a significant moon which has always marked a top or a bottom. It’s so weird. I’m in Spain rn. Hunter's Moon, this month's full moon. It reached its exact full phase early this morning. Spooky

Nvidia or Broadcom: which looks better value right now? $NVDA: 17.4x forward earnings • Quarterly revenue $96.2bn, up 106%, with a 75% gross margin. • Vera Rubin in full production, with next-quarter revenue guided to $108bn. $AVGO: 18.5x forward earnings • AI chip revenue $16.7bn, up 221%. • $13.7bn quarterly free cash flow across the business, equal to 46% of revenue. Those multiples look cheap to me relative to the growth, IF earnings estimates hold. Peak earnings can make a cyclical stock look cheap too. If you had to pick one, which gets your vote?

To anyone that thinks immigrants are the problem, watch this. We are so cooked 😂

€3

GM ☕️ 🇪🇸

Memory, chips, data investors last week

Phew

If anyone wants to come for dinner, I’ll be serving up around 7pm