=== SUMMARY ===
- The author laments that the market rewards hype (IONQ, RKLB, MU) while punishing profitable, cyclical companies like HPQ on minor headwinds.
- Thesis: Markets are disconnected from fundamentals, driven by narrative and momentum rather than valuation or earnings quality.
- Quality assessment: Speculative opinion piece with no supporting data or analysis – more noise than research.
=== SENTIMENT ===
BEARISH
=== TRADE IDEAS ===
No actionable trade ideas in this post. The author expresses frustration but does not explicitly recommend buying or selling any specific security.
=== COMMENTS SUMMARY ===
Top comments challenge the author’s grouping: one user notes MU is highly profitable and could earn $100B+ annually, while another argues that the author may simply not understand the businesses. Sarcastic (e.g., “call this guy a wambulance”) and contrarian takes dominate, with several commenters defending the market’s rationality or pointing out that small caps like RKLB don’t need infinite money to rally.
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▶ Полный текст поста
HPQ gets obliterated because memory prices rise and margins get pressured in PCs
Meanwhile Dell and HPE, also hardware/server companies exposed to cyclical spending, trade like they just discovered infinite money glitches.
And honestly? Why should the insanity stop there?
Wouldn’t surprise me at all if IONQ, RKLB and MU just keep going vertical from here. The market clearly loves throwing endless capital at hype stories, unprofitable companies, and ultra-cyclical names as long as the narrative sounds futuristic enough.
Micron could probably become bigger than NVIDIA before year end and people would still explain it with a straight face: “AI memory supercycle.”
IONQ and RKLB? Apparently anything tied to quantum or space can now justify trillion-dollar dreams overnight because “these technologies are important for humanity,” and at this pace MU might genuinely end up larger than NVDA while RKLB and IONQ trade at 3 trillion each.
Meanwhile boring cash-flow companies with actual profits get treated like dying businesses after one cautious quarter.
This market doesn’t trade on fundamentals anymore. It trades on vibes, momentum, and whoever has the coolest earnings call.