To The Moon

$Micron Technology(MU)$   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

$CMBC CAPITAL(01141)$   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

$Strategy(MSTR)$   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

$Micron Technology(MU)$   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

$Micron Technology(MU)$   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

$Micron Technology(MU)$   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

$Micron Technology(MU)$   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

$IREN Ltd(IREN)$   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

$SanDisk Corp.(SNDK)$ 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

$SanDisk Corp.(SNDK)$   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

$SanDisk Corp.(SNDK)$  SanDisk (SNDK) forecasts fiscal 2027 first-quarter revenue between $10.3 billion and $10.8 billion with an adjusted profit of $44 to $46 per share, driven by heavy AI-fueled demand for enterprise solid-state drives. Wall Street maintains a Strong Buy consensus, projecting a 12-month average price target near $2,145. Financial Guidance & Q1 Projections Revenue Guidance: $10.3 billion to $10.8 billion (midpoint above the $10.47 billion analyst consensus). Adjusted EPS: $44.00 to $46.00 per share (surpassing expectations of ~$43.12). Gross Margins: Anticipated between 83% and 85%. Wall Street Analyst Outlook Consensus Rating: Strong Buy (based on recent brokerage and analyst inputs). Average Price Target: ~$2,145 to $2

$Micron Technology(MU)$   US$912.28 Now - 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

$CMBC CAPITAL(01141)$   How the Operation WorksThe "Stock Master" Trap:  Fraudsters pose as financial experts ("Professor Chan" or "Mali Chan") alongside an assistant or co-host ("Ella") on messaging apps like WhatsApp or Telegram. They build trust by sharing market analysis and seemingly profitable stock recommendations. The Pump and Dump:  Group members are instructed to buy shares of a specific, low-volume stock—in this case, CMBC Capital—at an exact price range (reported around $4.45 to $4.92). The Crash & Finger-Pointing:  Once retail investors artificially inflate the stock price, the operators dump their millions of shares, causing the price to crash. When "students" demand answers fo

$CMBC CAPITAL(01141)$  How the Operation WorksThe "Stock Master" Trap:  Fraudsters pose as financial experts ("Professor Chan" or "Mali Chan") alongside an assistant or co-host ("Ella") on messaging apps like WhatsApp or Telegram. They build trust by sharing market analysis and seemingly profitable stock recommendations. The Pump and Dump:  Group members are instructed to buy shares of a specific, low-volume stock—in this case, CMBC Capital—at an exact price range (reported around $4.45 to $4.92). The Crash & Finger-Pointing:  Once retail investors artificially inflate the stock price, the operators dump their millions of shares, causing the price to crash. When "students" demand answers for their sudden losses, the scamme

$Quantum Computing Inc.(QUBT)$   Based on the context provided, the user is asking about Quantum Computing Inc. (QUBT) after seeing a news article about Quantum Corp (QMCO) surging on strong earnings. It is critical to clarify that these are two different companies. The provided news is about QMCO, not QUBT. My analysis will focus on QUBT based on its own recent data and relevant news. Conclusion: QUBT's outlook is cautiously positive with a near-term risk/reward tilted to the downside. While the company achieved significant revenue growth and a narrowing net loss in Q2 2026, it missed earnings-per-share (EPS) estimates, and the stock already surged ~56% the day prior on sector-wide momentum. The current valuat

$Micron Technology(MU)$   Micron Technology (NASDAQ: MU) is widely rated as a Buy by Wall Street consensus, backed by massive AI-driven demand for high-bandwidth memory (HBM) with supply sold out through 2027. However, short-term technical indicators show recent downward pullbacks and profit-taking volatility. Analyst Ratings and Financials Consensus Rating: Strong Buy, with the vast majority of tracking analysts rating it a buy and zero sell recommendations. Price Targets: The average 12-month analyst price target sits near $1,500, presenting a substantial upside from its recent trading range around the $880–$900 level. Business Drivers: Exceptional earnings performance, high return on equity (~71%), and long-te

$Micron Technology(MU)$   Micron Technology (NASDAQ: MU) is widely rated as a Buy by Wall Street consensus, backed by massive AI-driven demand for high-bandwidth memory (HBM) with supply sold out through 2027. However, short-term technical indicators show recent downward pullbacks and profit-taking volatility. Analyst Ratings and Financials Consensus Rating: Strong Buy, with the vast majority of tracking analysts rating it a buy and zero sell recommendations. Price Targets: The average 12-month analyst price target sits near $1,500, presenting a substantial upside from its recent trading range around the $880–$900 level. Business Drivers: Exceptional earnings performance, high return on equity (~71%), and long-te

//@daz999999999:$Micron Technology(MU)$   Recent news for Micron (MU) is a mix of strong positive catalysts (massive US investment plan, AI-driven demand, and favorable analyst outlook) and significant short-term headwinds (policy risks from the US, earnings estimate downgrades, and sector-wide profit-taking). The overall picture is long-term bullish but short-term volatile. Key Information Major Positive Catalyst: $250 Billion US Investment Plan Content: Micron announced a plan to invest over $250 billion in the US by 2035, aiming to increase its domestic DRAM production capacity to 40% of its total output. This is a clear long-term bet on the AI-driven dema

$Micron Technology(MU)$   Mizuho analyst Vijay Rakesh, who ranks #6 among the thousands of Wall Street analysts, believes that possibility deserves serious consideration following investor meetings with Micron CEO Sanjay Mehrotra. Supply sits near the top of his bullish argument, particularly as investors consider whether Micron’s rising capital expenditures could eventually create too much memory capacity. Rakesh believes those worries are premature, writing that “MU sees DRAM/NAND market tight well through 2027.” Additional production arriving during 2028 should remain limited, leaving the industry without enough new capacity to meaningfully alter the balance between available memory and customer demand. The wa

$Micron Technology(MU)$   Mizuho analyst Vijay Rakesh, who ranks #6 among the thousands of Wall Street analysts, believes that possibility deserves serious consideration following investor meetings with Micron CEO Sanjay Mehrotra. Supply sits near the top of his bullish argument, particularly as investors consider whether Micron’s rising capital expenditures could eventually create too much memory capacity. Rakesh believes those worries are premature, writing that “MU sees DRAM/NAND market tight well through 2027.” Additional production arriving during 2028 should remain limited, leaving the industry without enough new capacity to meaningfully alter the balance between available memory and customer demand. The wa