CEO of BLU Products
Miami, FL
Joined April 2009
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Samuel Ohev-Zion retweeted
And this is why we track Pelosi Stock Trades
On 8/24, the queen filed a brand new $6M buy of $BE
Bloom Energy designs, manufactures, and installs on-site power generators
At the time of of her filed buy, the stock was $204/share
Last Friday, news broke $BE is getting added to the SPY
Today it's up 10% & now worth $280/share
And up 32% since Pelosi filed that buy back on 8/24
Congrats to those Autopiloting her
Breaking: Nancy Pelosi just filed up to ~13.5M worth of new stock trades
Including buying up to $12M of Bloom Energy $BE
Major Buys Include:
• Bought 15,000 shares of Bloom Energy $BE
• Bought 10,000 shares of Intel $INTC
She bought new call options:
• Bought up to $5M of $BE leaps
• Bought up to $500K of $INTC leaps
Samuel Ohev-Zion retweeted
JUST IN: $BTC forecasted to reach a low of $44,000 this year, per Kalshi traders.
🤝 Paid partnership
RT @TrumpDailyPosts: Is there any doubt now what President and movement runs the Republican party now?
Samuel Ohev-Zion retweeted
It Took Salesforce 20 Years to Reach $30 Billion in Revenue
Anthropic? Only 3 Years
Music to $DRAM $MU investors. Claude is architecturally heavier on memory/token. It uses large context windows up to 1M tokens. No sparse attention, no MLA compression. Full KV cache entry.
Samuel Ohev-Zion retweeted
$MU is one of only three companies on earth that can supply HBM at the volume and spec $NVDA VR200 demands.
The supply constraint has gotten so severe that memory content alone now runs ~$2M per rack.
A single $NVDA VR200 NVL72 rack will cost ~$7.8M which is nearly double the ~$4.0M GB300 rack.
The biggest cost explosion is memory (up more than 5x) proving dollar content keeps migrating to wherever the bottleneck sits and right now that bottleneck is HBM.
Samuel Ohev-Zion retweeted
🚨 NY’s Tax Exodus Just Got Worse
NY Gov. Kathy Hochul is stunned by fresh IRS data.
Between 2020-2024, 892 companies fled New York — taking $47 BILLION in income with them.
• Florida: 341 companies
• Texas: 187
• North Carolina: 129
It’s not just billionaires anymore. Middle-class professionals, small business owners, and families are voting with their feet — escaping crushing taxes, regulations, and declining quality of life.
Shrinking tax base = those who stay pay even more.
Hochul once mocked them: “Just get on a bus.”
Now the exodus is accelerating — killing jobs, services, and the economy.
Actions have consequences.
#NewYorkExodus #TaxFlight
Samuel Ohev-Zion retweeted
$MU $SNDK $DRAM
The most powerful memory bull on Wall Street right now is Apple CEO Tim Cook
-On Apple's Q2 FY2026 call, Cook told analysts memory prices aren't coming down anytime soon. Costs will be "significantly higher" in June.
-The impact will keep growing: “Beyond the June quarter, we believe memory costs will drive an increasing impact on our business,” signaling no quick relief.
-Apple plans to “look at a range of options,” which may include locking in longer-term supply agreements, a further positive for Micron’s backlog visibility.
When your biggest customer stops hoping for lower prices and starts locking in supply...
Bullish 🔥
Samuel Ohev-Zion retweeted
SK Hynix, and Samsung, and Micron, and Sandisk are no longer cyclical companies btw
memory prices are going to double again btw
we're going to 1,000x available inference compute by 2030 btw
we're going to double the entire US electric grid in less than 10 years btw
Samuel Ohev-Zion retweeted
Thought $PLTR's Rule of 40, Score of 146 was high?
You haven't seen memory yet.
SK Hynix: 270
$MU: 265
Forward PE of 4x - 9x
World class growth. Basement level valuations.
The Mispricing of the Century $DRAM $SNDK
$MU Bargain of the Century
PE Ratio: 15.5
Sales Ratio: 2.33
50% Increase in HBM (AI Memory) Sequentially. DRAM/NAND prices are surging.
Samuel Ohev-Zion retweeted
$MU JUST BROKE ABOVE $600 FOR THE FIRST TIME EVER
I shared a new trade 5 weeks ago buying these $MU options when the market sold off on the ridiculous $GOOGL TurboQuant headlines (those same options are now up more than 300%).
Sometimes the market hands you a layup when FUD ignores the bigger picture that better compression may reduce memory per task but if it makes AI cheaper & drives more usage then total memory demand can still go higher.
Samuel Ohev-Zion retweeted
To think people are expecting the bubble to pop like it did in the dot com era
Today’s Mag 4 P/E ratios:
$META – 16x
$GOOGL – 17x
$AMZN – 24x
$MSFT – 25x
Dot-com bubble peak P/E ratios:
Microsoft – 73x. Cisco – 200x+. Yahoo – 800x.
The Nasdaq as a whole traded at a P/E of 200 at the peak of the dot-com bubble.
Today’s “bubble” is trading at 16-25x earnings on companies generating hundreds of billions in real free cash flow.
Today we have the most profitable companies on earth,
$MSFT $GOOGL $META $AMZN reported beats on earnings, and you think we are in a bubble.
Samuel Ohev-Zion retweeted
If $MU was trading at an exceptionally low Forward PE of just 10, it would be trading at ~$830/share today. No other tech is trading at a forward PE of just 10 that I know of. Micron's stock is currently in a class of its own.
"At all time highs, it makes no sense to buy $MU."
Up another 6% today. The Forward PE just hit a whopping 6. Not 600! Not 60! But 6!
Find me another growing tech company with a FPE of 6! I'll wait.
