To The Moon

Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.  With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6

$SanDisk Corp.(SNDK)$ $SanDisk (SNDK.US)$ it feels good to warn people of risk . instead of rallying folks to buy at the peak. my value investing style and regression back testing focuses on both technical and sentimental analysis on the ground . if you are investing , you better have big boys buddy on your side.

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

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【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

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

🚨 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

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

$ARM Holdings(ARM)$  double peak appeared 

$Micron Technology(MU)$ 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

$Micron Technology(MU)$   **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

📊 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

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

Koreans have launched a 5-year plan, and our investment patience should be at least up to 5 years. Looking back at MU, INTC and AMD, each of them has experienced a long period of silence before the real outbreak. Whose rise didn't bear a hard time first? If a person is either a life or an investment, I can use the vision of 5 years or even 10 years to lay out, and choose the right direction again. It's hard for me to imagine that he won't succeed. Stock speculation is never a game to make quick money, let alone a shortcut to life. There is almost nothing in the world that can be done quickly. Patience is the most scarce ability, and it is also the confidence that we dare to bet on the future.

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's earnings are one of the biggest AI events this quarter because they provide a clear picture of demand for AI memory. If the company delivers strong results, raises guidance, and confirms continued HBM and DRAM demand into 2027, it could help restore confidence across the AI sector. I'd choose Micron over higher-beta names like WDC or STX because it's more directly tied to AI memory growth and offers a better view of the industry's fundamentals. That said, after such a strong run this year, I wouldn't be buying right before earnings. My investment strategy is focused on the long term, so I'd rather wait for the market's reaction than chase expectations. I'm continuing my regular auto-investments into NVIDIA, which remains my highest-conviction AI holding, while keeping a close eye

Palantir is on my watchlist after a strong rebound. The recent rally has been supported by improving sentiment, heavy trading volume, short-covering, and a new 7-year AI partnership with Zeta Global. On top of that, Q1 revenue growth remained impressive, profitability continues to stand out, and the company has raised its full-year guidance. $Palantir Technologies Inc.(PLTR)$   That said, I'm not ignoring the risks. PLTR still trades at a premium valuation, meaning the market is pricing in near-perfect execution. Any slowdown in AI adoption or earnings growth could lead to significant volatility. For me, PLTR is a high-growth, high-risk AI software company. If management continues to execute and enterprise

$Micron Technology(MU)$   $Palantir Technologies Inc.(PLTR)$   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

I would wait for a pullback to cool the daily RSI and confirm MACD support before selling any new bull put spreads, rather than blindly chasing a 22% parabolic spike. 

Following its blockbuster Fiscal Q3 2026 earnings, $Micron Technology(MU)$ has surged a breathtaking 15% in a single session.  Micron is no longer just a memory stock.  It has become an essential sovereign gatekeeper of the AI infrastructure supercycle. Is Micron Overpriced or a Buy? Bears scream that the stock is a textbook bubble.  Bulls argue that the transformation of Micron centers on the reality that AI accelerators cannot function without massive amounts of premium data center memory. The undeniable truth is that Micron is sold out on its HBM in 2026 and 2027 orders are already heavily booked. Micron has phenomenal earnings power as shown in its recent earnings report when its revenue quadrupled YoY to a record USD 41.46 bill

Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.  With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6

【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

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

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$  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

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

📊 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

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

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Micron's fiscal Q3 earnings print on June 24, 2026, served as the market's litmus test for whether AI infrastructure demand is still accelerating or finally cooling. The report sparked a fierce debate across the community: is memory the next structural AI enabler, or are we still trapped in the old boom-and-bust cycle? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @美股投资young, @nerdbull1669, and @AfraSimon: 1. 美股投资young | Why Micron's Earnings Could

1. Executive Summary $Micron Technology(MU)$ just delivered one of the strongest quarters in its history—and Wall Street is taking notice. Revenue, margins, and earnings all crushed expectations, but the bigger story wasn't the numbers. Management revealed 16 Strategic Customer Agreements (SCAs) covering roughly 20% of DRAM and one-third of NAND shipments, marking a major shift from the traditional boom-and-bust memory cycle toward longer-term contracted revenue. The response from analysts was swift: J.P. Morgan: Overweight, Price Target $1,540 (raised from $550) Morgan Stanley: Overweight, Price Target $1,200 (raised from $1,050) Goldman Sachs: Neutral, Price Target $1,100 (raised from $900) 📌 Key Insight: Wall Street isn't simply r

$Micron Technology(MU)$   $Palantir Technologies Inc.(PLTR)$   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

$Micron Technology(MU)$ reports FY2026 Q3 earnings after the close on June 24, and the timing couldn't be more important. Just last week, markets were rattled by Fed Chair Kevin Warsh's hawkish debut. Global central banks are increasingly leaning toward tightening, while investors have started questioning whether AI valuations have simply gone too far. In short, the market is looking for a catalyst to stabilize sentiment. Tonight, Micron faces that test. Micron has become the market's preferred way to verify whether AI spending remains as strong as investors believe. If cloud providers are still aggressively buying HBM, DRAM, and NAND, Micron's results should reveal it more clearly than almost anyone else. The question isn't just whe

While others panic on pullbacks this is when you should be buying… These 8 stocks are no brainers that can easily 10x: 1. Nebius ~ $NEBIUS(NBIS)$ 2. Cipher Digital ~ $Cipher Mining Inc.(CIFR)$ 3. CoreWeave ~ $CoreWeave, Inc.(CRWV)$ 4. Roundhill Memory ~ $Roundhill Memory ETF(DRAM)$ 5. T1 Energy ~ $T1 ENERGY INC(TE)$ 6. Applied Digital ~ $APPLIED DIGITAL CORP(APLD)$ 7. ServiceNow ~ $ServiceNow(NOW)$ 8. One Stop Sys ~ $One Stop Systems(OSS)$ 🔥 The Core Theme

$Micron Technology(MU)$'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes "litmus test" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the "memory supercycle"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w

🚨 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

$MU $闪迪(SNDK)$ $美光科技(MU)$ $纳指100ETF(QQQ)$ After last night's earnings report, the biggest story wasn't the numbers. It was what happened afterward. Wall Street is starting to change the way it thinks about memory. The most aggressive call came from DA Davidson. They raised their Micron price target from $150 to $200 and maintained their Buy rating. But the target itself isn't the interesting part. The reason behind it is. Their thesis can be summarized in three words: New Era in Memory. And that may be the most important takeaway from this entire earnings cycle. For decades, memory was viewed as one of the most cyclical industries in technology. Prices rise. Profits

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

Memory stocks got crushed today. The broader market sold off. And suddenly the same questions are everywhere: Is the AI trade over? Has the memory story peaked? Is this the beginning of the AI bubble bursting? Or is Wall Street finally waking up to reality? The funny thing about markets is that everyone feels like Warren Buffett during a bull run. Every gain gets attributed to skill. Every rally feels justified. But the moment volatility returns, conviction disappears. Investors who were comfortable buying after a 300%, 500%, or even 1,000% move suddenly become terrified after a 10% correction. Yet the reality is simple: A stock dropping does not automatically mean the thesis is broken. Price action and fundamentals are not the same thing. And when great companies become cheaper without a

Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.  With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6

$Micron Technology(MU)$ is no longer trading like a normal memory company. It is trading like an AI infrastructure thermometer. For years, investors saw Micron as a classic cyclical semiconductor stock. When DRAM and NAND prices rose, Micron rallied. When supply caught up and memory prices fell, Micron crashed. The story was simple, brutal, and repetitive. But the AI boom has changed the conversation. Now, memory is not just a commodity component inside phones and PCs. Memory has become one of the most important bottlenecks in AI infrastructure. Large AI models need massive amounts of memory, storage, and bandwidth. Without enough memory, even the most powerful AI chips cannot run efficiently. That is why Micron’s upcoming earnings matter so much. T

Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't