Non-Consensus Investing. Founder of @lumidawealth. ex-Wall St. Markets and philosophy. NYC & Exeter alum. Dad of 3. Disproving the EMH one day at a time.
Cite asCryptoQuant has tracked the directional calls on MU by @ramahluwalia on X since Mar 2026: not yet scored on MU (as of Nov 11, 2026).
1 MU call on record, a thin history.
Relative view by default: fewer than 30 MU calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @ramahluwalia to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
Three companies drive 45% of S&P earnings growth next year. Anthropic just ramped their revenue… Cloud businesses are high ROIC. Interestingly, some of the leading Silicon Valley VCs are concerned about supply over-building just as East Coast money is warming up to the thesis. BTW, those three companies are $NVDA $MU and $AVGO
View original →Microsoft earnings: strong. AI is a rising tide not a share shift game. Hypothesis: This is 1995, not 1997. Adoption is still low. $MSFT $NVDA $TSM $MU $SKHY https://t.co/r0NKE7MiSW
View original →TODAY'S FSD NOTES: - Monday Check-In: Whiplash and "Caravan" (0:13) - Why You Can Just Go Back to the Classics (0:50) - The Question VCs Are Wrestling With: What Is the Moat? (1:15) - Do You Still Need a Technical Co-Founder? (1:40) - Thinking Like Aristotle About Moats (2:22) - Regulation as a Moat (2:34) - The Moat at the Limit of AI Adoption (3:02) - Zuck, Alexandr Wang, and Cheeky Pint (3:19) - What Makes Elon Different (3:43) - Distribution and Go-to-Market as Moats (4:07) - Why Alex Hormozi Should Have a VC Fund (4:26) - Knowing Your Customer Cold (4:56) - Do Startups Still Need Engineers? (5:15) - Product Managers vs. Engineers (5:34) - PMs, Claude, and "Keep Going" (5:52) - The Founder as an Octopus of Agents (6:38) - Your Team as an Extension of Yourself (7:11) - How Brian Chesky Rewired Airbnb (7:31) - The Shrinking Distance Between Creator and Customer (8:28) - The Skills to Cultivate Now (8:57) - Storytelling as a Superpower (9:38) - The Hit-by-a-Bus Problem for Investors (9:46) - From Technical Velocity to Go-to-Market Velocity (11:02) - Jack Welch, GE, and Merrill Lynch (11:37) - Alexander the Great Leading From the Front (12:03) - Venture as an NBA Dream Team (13:03) - Meta's Muse and the Retention Race (13:50) - Can LLMs Replace Founders? (15:00) - Ender's Game and Managing Agents (15:27) - What AI Means for Banks and Insurers (16:18) - Don't Sleep on Google Spark (17:09) - What About Amazon? (18:03) - Gavin Baker's Mag 7 Prediction (18:47) - Mid-Wit AGI (19:53) - What AI Won't Solve Anytime Soon (20:05) - The Rising Cost of Moving Slow (21:17) - Paranoia and Urgency (21:43) - Micron and the Memory Stock Pattern (22:25) - A Crystal Ball for Bank Earnings (22:43) - JPMorgan's Consumer Bank Returns (23:14) - Hot Economy, Gloomy Consumers (23:59) - Data Centers and the Landfill Test (24:20) - Defense Tech Night in NYC (25:20) - A Blacked-Out Van in Ukraine (25:56) - Is Zuck Scalable? Was Bezos? (26:30) - Houthis, Saudis, and NATO's 5% (27:03) - Putin Tests the Baltics (27:29) - The Midterm Trade and Gridlock (27:41)
View original →
