【Money Market Fund】 US$ MMF Net 7-day Yield: +3.58%* During the week, softer PCE data eased expectations of Fed rate hikes in the near term. However, generally, front-end rates have  broadly decoupled from earlier oil-driven moves, with front-end pricing turning more hawkish toward end‑2026 despite the signing of a memorandum of understanding (MoU) and the gradual resumption of traffic through the Strait of Hormuz. Looking ahead, macro data in coming week is expected to be largely positive. Solid labour market conditions year-to-date has reinforced the Fed’s focus on inflation risks, anchoring a hawkish front-end bias. Meanwhile, the long-end has been supported by improved policy credibility following Warsh’s explicit commitment to price stability. * 7-day net yield is calculated base

🚨 Samsung, SK Hynix & Micron Hit With DRAM Price-Fixing Lawsuit — Is the AI Memory Super Cycle Cracking? Yesterday’s selloff looked brutal. ● Micron dropped 6.69% ● SanDisk plunged 10.46% ● SOXL sank 14.65% The headline? Three small businesses filed an antitrust lawsuit accusing Samsung, SK Hynix, and Micron of coordinating DRAM supply to keep prices artificially high. At first glance, this sounds terrifying. But should long-term investors really panic? My view: No. This changes very little about the long-term investment thesis. Here’s why. 1️⃣ Lawsuits don’t create or destroy AI demand. The biggest driver behind the current memory boom isn’t manufacturers deciding to raise prices. It’s demand. AI servers now require dramatically more high-bandwidth memory (HBM) than traditional server

The AI revolution has triggered one of the strongest memory supercycles in history. Prices for DRAM and HBM have surged, foundries are running at full capacity, and demand from AI data centers continues to outpace supply. But now, that boom is facing a legal challenge. A class-action lawsuit filed in the U.S. District Court for the Northern District of California alleges that the world's three largest DRAM manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—worked together to restrict the supply of conventional DRAM while prices were rapidly increasing. $Micron Technology(MU)$   $Corgi SK hynix 2x Daily ETF(SK)$   $CSOP Samsung Electronics

📊 Weekly Recap (June 22–26): Micron's Earnings Confirm the Memory Supercycle, Optics Pull Back, NOK Keeps Sliding 1️⃣ Overview This was the week Micron's earnings completely rewrote the narrative. The memory sector took off mid-week, then sentiment flipped hard by Friday — euphoria turned into profit-taking in a single session. NOK kept grinding lower, closing down for a second straight week, and LITE extended its pullback too. Overall, the AI hardware trade showed a clear split this week: strong fundamentals, weak price action. 2️⃣ Key Stock Performance $诺基亚(NOK)$ NOK fell roughly 4% on the week (6/22–6/26), closing down for the second consecutive week at $13.01 on Friday — a near two-month low. Measured from its early-June high near $16.85, the s

Today's selloff across the memory sector wasn't driven by weakening AI demand. $闪迪(SNDK)$ $美光科技(MU)$ It was triggered by a newly filed U.S. class-action lawsuit against Samsung, SK hynix, and Micron, alleging that the three companies coordinated DRAM production cuts, shifted capacity toward higher-margin HBM, and artificially tightened DRAM supply, resulting in a sharp increase in memory prices. The lawsuit certainly introduces potential legal and regulatory risks. But it doesn't change the industry's supply-demand fundamentals. As of today: HBM demand remains supply-constrained. NVIDIA's Blackwell and next-generation Rubin roadmap remains intact. Hyperscaler AI capex has not been revised lower. Memory vend

This was not a beat. This was a number that rewrote the script. Micron reported fiscal Q3 2026 revenue of $41.5 billion against a Street estimate of $35.7 billion, a 16% beat. EPS came in at $25.11 versus $20.49 expected. Revenue nearly quadrupled year over year from $9 billion to $42 billion. Gross margin jumped to 84.9%. Cloud memory revenue alone rose over 300% to $13.77 billion. CEO Sanjay Mehrotra delivered the line that moved the entire sector: there is no line of sight to AI memory supply catching up with demand, with shortages expected to persist beyond 2027. The stock closed at $1,048.51 the day before earnings and gapped to $1,182 to $1,196 in the immediate aftermath, a move of 14 to 17%. Reuters tallied the read-through into a roughly $400 billion single-session rally across AI

$Micron Technology(MU)$   **Micron (MU): The AI Memory Supercycle is Just Beginning 🚀** "Still Chase?" The answer is an absolute **YES**. Micron is successfully transitioning from a highly cyclical memory manufacturer into an indispensable core AI infrastructure asset. Here is exactly why MU remains a strong conviction buy right now:  * **Mind-Blowing Q3 Revenue:** Micron completely shattered Wall Street expectations by posting a record $41.46 billion in quarterly revenue. This staggering 346% year-over-year surge is directly driven by insatiable AI-related demand.  * **Record-Breaking Profitability:** The company posted an adjusted EPS of $25.11, smashing analyst estimates. Simultaneously, gross margins

$SanDisk Corp.(SNDK)$ danger zone $Lumentum(LITE)$  

$Micron Technology(MU)$ is dipping more than 10%, I would be very cautious about buying now. Wait a bit to buy the dip. The volatility is creating a good long term entry price. Thanks @Tiger_comments @TigerStars @Tiger_SG @icycrystal @Dividend_Earnings_Tracker

$Micron Technology(MU)$   $Palantir Technologies Inc.(PLTR)$   Micron Technology (MU) Blowout Earnings signal a significant shift in Market Economics even for Military and Cybersecurity Players like Palantir, Tenable and others. Investment Thesis For Palantir (PLTR) Shares of Palantir Technologies Inc. (PLTR) are down almost 40% year to date on the back of a market that is beginning to question which companies can reasonably thrive in the AI era. While Palantir, on the surface, appears to be a major winner in the AI era, exponential growth in large language models, or LLMs, from the AI giant OpenAI (OPENAI), coupled with advancements fr

$ARM Holdings(ARM)$  double peak appeared 

The Micron ($MU) Trajectory: Why an 8.5x P/E is an Optical Illusion, Not Value The Hook: The Low P/E Cyclical Trap On paper, Micron ($MU) trading at 8.5x forward earnings looks like the most screaming buy in the entire technology sector. But in the semiconductor space, a single-digit trailing or forward P/E is often one of the most dangerous value traps in the market. As Peter Lynch famously warned, you buy cyclicals when they have sky-high P/Es (or negative earnings) at the bottom of the cycle, and you sell them when they look dirt cheap on peak earnings. Micron isn't cheap; it’s an expensive stock wearing a low-multiple disguise. The Hard Data: Peak Margins vs. Historical Realities The underlying problem becomes glaringly obvious when you look at how far current financial metrics have dr

If you only looked at today's price action, you might think the AI rally is over. $美光科技(MU)$ $闪迪(SNDK)$ $纳指100ETF(QQQ)$ $Applied Optoelectronics Inc.(AAOI)$ $Lumentum Holdings Inc.(LITE)$ Memory stocks fell. Optical networking stocks fell. Semiconductors broadly pulled back. Just one day after celebrating Micron's earnings, investors suddenly rushed to take profits. So what changed? In my view, not the fundamentals—only what the market decided to price. Yesterday, Micron delivered what was arguably one of the strongest earnings reports of the quarter. HBM demand remained exceptiona

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$  I believe Micron’s blockbuster earnings were not just a company-specific event. They may have delivered the catalyst Wall Street was waiting for to reignite the broader AI trade and potentially push the Nasdaq 100 back towards fresh all-time highs. Fundstrat believes Micron’s results could “jump-start” the next $QQQ rally after the index successfully defended critical technical support. Technical roadmap from Mark Newton CMT: 🟢 $QQQ held key support near $704 🟢 A breakout above $720 targets $734 🟢 A move above $743 could open the path towards $763 and then $785 Micron did not simp

After reporting earnings on Wednesday evening, Micron (MU) surged nearly 16% on Thursday. Not 16% from some beaten-down base. This was a stock that had already hit an all-time high of $1,134 just days earlier. And it still popped 16%.Micron posted fiscal Q3 2026 revenue of $41.46 billion. That’s not a typo. Just last year in the same quarter, they did $9.3 billion. In other words, revenue more than quadrupled year-over-year. Analysts expected Q4 revenue of around $43 billion. Micron guided to $50 billion.That’s nearly a $7 billion beat on guidance. Free cash flow in Q4 is expected to exceed $30 billion. HBM3E and HBM4 are fully booked through calendar 2027, with demand already extending into 2028. They also locked in $22 billion in strategic customer agreements, including $18 billion in up

Our two prior key calls now appear to have largely played out: First, the pullback in U.S. equities from elevated levels would likely remain within an 8% range; second, crude oil had most likely topped, with WTI futures expected to retest the $65 level in the near term. Review：Oil Plunges, Undercurrents Thrive? June 19 Deal Could Flip — Option Strategy to Capture Time Value Red Alert! The Dollar Just Broke Out—How to Bulletproof Your Stock Portfolio Now！ Many market participants have attributed last night’s strong rebound in U.S. equities to Micron’s better-than-expected earnings. However, it is important to recognize that Micron’s results merely act