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daz999999999

No.1 Growth Stock Trader - 999999999

    • daz999999999daz999999999
      ·08-04 18:18
      $Micron Technology(MU)$   US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are
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    • daz999999999daz999999999
      ·08-04 16:20

      CMBC Capital (01141) Shows Stable Stock Prices

      $CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell
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      CMBC Capital (01141) Shows Stable Stock Prices
    • daz999999999daz999999999
      ·08-04 08:53
      $Strategy(MSTR)$   Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR

      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

      @daz999999999：
      $Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b
      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market
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    • daz999999999daz999999999
      ·08-04 08:09
      $Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol
      @daz999999999：
      $Micron Technology(MU)$ Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA
      $Micron Technology(MU)$ Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA
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    • daz999999999daz999999999
      ·08-04 08:08
      $Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol
      148Comment
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    • daz999999999daz999999999
      ·08-04 08:06
      $Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

      Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

      @daz999999999：
      $Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin
      Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
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    • daz999999999daz999999999
      ·07-28
      $Micron Technology(MU)$   Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK
      @daz999999999：
      $Micron Technology(MU)$ If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m
      $Micron Technology(MU)$ If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m
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    • daz999999999daz999999999
      ·07-21
      $IREN Ltd(IREN)$   Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated
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    • daz999999999daz999999999
      ·07-21
      $SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.  Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.  SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets:  Leading
      @daz999999999：
      $IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up
      $IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up
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    • daz999999999daz999999999
      ·07-21

      SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps

      $SanDisk Corp.(SNDK)$   SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.  Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.  SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high
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      SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps
    • daz999999999daz999999999
      ·08-04 23:30
      $CMBC CAPITAL(01141)$   @JC888  Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise
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    • daz999999999daz999999999
      ·08-04 18:42
      $Strategy(MSTR)$   Key Risks: Bitcoin Price Dependency:  MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). "Coin Selling" Logic & Dilution:  The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.

      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

      @daz999999999：
      $Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b
      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market
      219Comment
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    • daz999999999daz999999999
      ·08-04 18:39
      //@daz999999999:$Strategy(MSTR)$    Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds.  The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion.  The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt.  The company noted that it had approximately $893.8 million

      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

      @daz999999999：
      $Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b
      Strategy (MSTR) Benefits From BTC Uptick And Favourable Market
      4Comment
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    • daz999999999daz999999999
      ·08-04 18:21
      $Micron Technology(MU)$   Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies.  He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are fears brewing over memory overcapacity.

      Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

      @daz999999999：
      $Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin
      Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
      445Comment
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    • daz999999999daz999999999
      ·08-04 16:21
      $CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell
      184Comment
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