Calls
2
u/tortu995
Reddit r/wallstreetbets
Win Rate
50.0%
return
+0.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 10
$155.28
+2.4%
The author notes Oracle reports Q1 '27 and trades at 11x FY29 earnings, arguing it is hard to imagine the name not being significantly higher by end of year. The valuation multiple is the core rationale, with the earnings report framed as a coin flip but not derailing the longer-term upside. The author also states it should never have dropped below 180, implying that level as a reference point.
Hyperscalers
Long
Sep 10
$984.65
-1.1%
The author argues Micron trades at roughly 5x earnings while its business is 'BOOMING', making the selloff unjustified. The implied mechanism is a valuation gap versus richly priced mega-caps like Apple at ~40x earnings whose margins are expected to take a hit. No specific catalyst or time horizon is given, and the main risk is the market continuing to ignore Micron's earnings power.
AI Memory
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u/tortu995 has 2 trade ideas tracked on Buzzberg across 2 tickers since September 2026. Most covered: ORCL, MU.
