Kim Bolton Predictions
President & Portfolio Manager at Black Swan Dexteritas
Track Kim Bolton's public market predictions and forecast accuracy. Each prediction is recorded from the date it was published to its estimated deadline, then graded correct or wrong based on the outcome.
- Rankings only reflect predictions tracked on this site and do not represent a predictor's full record.
- Grading involves judgment and may not always be clear-cut.
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[27:14] it's down Microsoft as an example, it's down 32%. As I said, below market multiple. Yeah. Rarely do you get that kind of setup. Tell me why it's not a screaming by. It is.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[27:28] It is a screaming by. Um not as screaming as Nvidia.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[32:10] Micron is still expensive, but if you're looking for a fresh position, it's it's okay to buy it here cuz, you know, between them, between Micron, SanDisk, and SKHX, they're they're the three. they probably account for well over 85% of the DRAM out there uh manufacturing. But the reason they'll continue to do well is because the demand for DRAM for memory for dynamic memory um is so huge within the AI sta stack
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.
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[39:02] Everyone talks about 27 28 being the years of quantum. Um, and people have said that it's going to take the better part of 3 to 5 years, but you can see how quickly innovation is changing. Uh, I think that fuse is going to shorten up uh into like a year and a half or two.
Extracted by AI from a YouTube transcript. May be inaccurate or missing context. Verify via source. Send a correction.