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Inflection Point Investing LLC

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  • Synaptics Steals The Earnings Season Spotlight With Its Inflection Point Quarter [View article]
    We are certainly wrong for now. We think SYNA will snag new design wins outside of Samsung down the road. For now, market worried this is just a couple quarter ramp.
    Apr 30 03:18 PM | 0 Likes Like |Link to Comment
  • Synaptics Steals The Earnings Season Spotlight With Its Inflection Point Quarter [View article]
    Thanks. We are wrong about the stock in near-term, but think this will change as market realizes that company is making additional market share gains.
    Apr 29 03:05 PM | 0 Likes Like |Link to Comment
  • The Street's Upcoming Affair With SanDisk [View article]
    Pacific Crest raises PT from $56 to $66.
    Apr 11 10:59 AM | 0 Likes Like |Link to Comment
  • The Street's Upcoming Affair With SanDisk [View article]
    Thx Pepo
    Apr 11 09:17 AM | 0 Likes Like |Link to Comment
  • The Street's Upcoming Affair With SanDisk [View article]
    thanks for the feedback. i agree with you.
    Apr 11 07:47 AM | 0 Likes Like |Link to Comment
  • Micron Technologies: After The Elpida Deal [View article]
    great thoughts. Thx Russ.
    Mar 30 02:52 PM | 0 Likes Like |Link to Comment
  • Micron Technologies: After The Elpida Deal [View article]
    Russ,

    What do you think DRAM prices do off of this? Appreciate any color you may have.

    Thx,
    John
    Mar 30 08:31 AM | 0 Likes Like |Link to Comment
  • Most Volatile Stocks On Earnings [View article]
    Super helpful data here guys - well done!
    Mar 30 08:07 AM | 0 Likes Like |Link to Comment
  • Chipmos: Shares Have Over 100% Upside And Near-Term Catalysts [View article]
    As always, great work VI!
    Mar 28 05:22 AM | 0 Likes Like |Link to Comment
  • Micron Technologies: After The Elpida Deal [View article]
    also, as fyi. Street beginning to see things Russ's way, a huge catalyst for stock:

    Bernstein moved their price target up on MU to $13.

    More importantly, forward EPS estimates ramped considerably to $1.47, up from $1.16.
    Mar 27 02:08 PM | 1 Like Like |Link to Comment
  • Micron Technologies: After The Elpida Deal [View article]
    Great input again Russ. Thanks for your work on Micron.

    Weird expiration today in MU. Odds suggest this being capped at $10 into tmrw, but then nothing to really hold back the next move higher as your thesis unfolds as early as this weekend.
    Mar 27 11:13 AM | 1 Like Like |Link to Comment
  • Is This The Inflection Point For OptimizeRx? [View article]
    Another nice update Brian. Keep up the great work!
    Mar 22 07:57 PM | 0 Likes Like |Link to Comment
  • Micron: An Optimist's Earnings Estimate [View article]
    After Russ, the Jefferies analyst is the one to listen to on MU. He has $2.57 in EPS for calendar 2014. Expect others to follow Russ and this analyst's lead as DRAM prices move higher in coming months:)
    Mar 22 09:19 AM | 1 Like Like |Link to Comment
  • MoSys: A Pivotal Announcement During A Pivotal Year [View article]
    Great update. Keep up the great work Josh - thx!
    Mar 20 07:50 PM | 0 Likes Like |Link to Comment
  • Micron: An Optimist's Earnings Estimate [View article]
    Russ: Even if only half right on your revised estimate, stock will still explode. Thanks for the clarification.
    Mar 20 12:07 PM | 0 Likes Like |Link to Comment
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