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$MU | Phillip Securities 𝗿𝗮𝗶𝘀𝗲𝘀 PT on Micron Technology, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟭,𝟵𝟱𝟬 from $𝟭,𝟴𝟳𝟬, 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆
$MU Micron Q4 FY26 (August quarter). • Revenue +379% Y/Y to $54.2B ($2.8B beat). ☁️ Cloud Memory +258% Y/Y. ⚙️ Core Data Center +1,042% Y/Y. 📱 Mobile & Client +249% Y/Y. 🛞 Auto & Embedded +376% Y/Y. • Non-GAAP EPS $33.42 ($1.60 beat).
Every $MU shareholder should have Dec. 9 circled as CHIPS Act related buyback restrictions expire just as quarterly FCF sits near ~$33B today and is estimated to surpass $40B by late 2027. Micron has already said capital returns should increase with a long term goal of returning 100% of excess cash so even a fraction of that cash flow going toward buybacks could become a huge catalyst.
“Sir, they’ve decided to slow AI progress a day after you placed your AI call options.”
Bro full ports into Ai data center and semiconductor calls one day before $SPCX Anthropic, and OpenAi announce plans to slow down frontier Ai model development. F’ckin Legend $ORCL $NBIS $CRWV $SNDK $MU
Just had the creepiest scam ever happen 20 minutes ago. I got a call from my wife telling me she forgot her wallet and needed the credit card to pay for her gas. Except my wife was at home with me, and drives a Tesla. Same voice, bit... off, weird cadence but 100% sounded just like her. If she wasn't there, and it wasn't about gas I would have fallen for it. I entertained it for awhile to get more out of it, I was so confused. Must be some sort of voice deepfake. The responses were too fast for ai, I think it was a voice filter. I wish I had thought to record it. The future is about to get fucked. Warn your loved ones, do verbal passwords with your kids. Bit taken aback
JUST IN: Leopold Aschenbrenner's Situation Awareness has reportedly been active in the options market and has been buying "significant" stakes in names like CoreWeave $CRWV Sandisk $SNDK Bloom Energy $BE $AMD
S&P being reshuffled. These stocks are being added: Bloom Energy $BE Everpure $P Illumina $ILMN And removed: Molson Coors $TAP Trade Desk $TTD Builders FirstSource $BLDR
Probably the most compelling bull case i’ve read for $open so far is retards accidentally pumping it ahead of the openai ipo
@JasonL_Capital Hey it worked for your engagement. You have a great page and a great thing going for you
📈 PRICE TARGET RAISED • $NVDA: PT raised to $320 from $280 by JPMorgan • $NVDA: PT raised to $315 from $300 by Mizuho • $NVDA: PT raised to $420 from $400 by Melius • $NVDA: PT raised to $300 from $285 by Goldman Sachs • $NVDA: PT raised to $400 from $315 by Bernstein SocGen Group • $NVDA: PT raised to $315 from $300 by Citi • $NVDA: PT raised to $315 from $282 by Stifel 🔵 COVERAGE • $NVDA: Overweight reiterated by KeyBanc; PT $330
🚨BREAKING Joshua Kushner, a multi billionaire, co founder of Oscar Health, early investor in Instagram and future owner of The Lakers Just revealed his funds’ current investments in the recent 13F filing. It includes these 5 stocks…
@unusual_whales My full take on this
Nancy Pelosi disclosed another major round of stock bets. $BE — 15,000 shares + up to $5M in calls $INTC — 10,000 shares + up to $500K in calls Both call positions run until June 2027. Bloom Energy is becoming an AI power/infrastructure play, while Intel is betting on the
$MU $SNDK $SKHY $Kioxia $Samsung South Korea NAND and DRAM export unit price for August goes parabolic. Bullish AF memory
If you’re a semi/memory investor you have to bookmark this and read it word by word. Following Goldman Sachs’s and JP Morgan, now BofA now thinks the SK Hynix is the most bullish catalyst in the longest time. Macro gets better = limit up. $MU to $3000 and $SNDk to $3000
Because SK Hynix is canceling these repurchased shares rather than holding them in treasury, the resulting share count reduction drives direct earnings per share compounding. Reflecting these cancellation, Goldman raised its EPS estimates across the forecast horizon boosting
$MRNA +70% ON MAJOR PHASE 3 CANCER VACCINE SUCCESS
MODERNA, MERCK MRNA CANCER VACCINE SUCCEEDS IN PHASE 3 $MRNA and $MRK say their personalized mRNA cancer vaccine, intismeran, combined with Keytruda slowed melanoma recurrence and spread in a late-stage trial. The study was stopped at its first interim analysis after positive
If you’re a memory investor, you have to bookmark this and read it. This is Goldman Sachs’s take on $SNDK investor day… We’re still early in this cycle folks!
If you’re a memory investor, you have to bookmark this and read it. This is Mizuho’s take on $SNDK investor day… We’re still early in this cycle folks!
BREAKING: Leopold Aschenbrenner tells investors he’s quitting leverage
ghost @ghostwebs3
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544K Followers 1K Following There's always a bull market somewhere, and @JimCramer is here to help you find it. Weekdays on @CNBC @ 6pm EST from the @NYSE.
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