Happy to be a part of the $Micron Technology(MU)$ growth story! The stunning Q3 results completely vindicate the long-term AI infrastructure super-cycle thesis. They crushed estimates with a record $41.5B in revenue (surging 346% YoY) and gross margins at 84.9% proves that high-bandwidth memory pricing power is ironclad, anchored by $100B in secured take-or-pay contracts. They are the margin king of the world now, maybe except for influencers. My concern is already on the next quarter's earnings, the expectations will pivot entirely toward high-velocity production scaling. Wall Street will demand proof of sustained HBM4 yield efficiencies and enterprise execution validation as hardware spending ripples from raw m
a lot of words but no substance. this is not even informational nor educational. summary for everyone to save your 2 minutes. proof of concept businesses in cash burn stage with no viable revenue streams yet. written only for entertainment, not for buying
@SG Visual Research:China Robotics Watch: From Factory Deployment to Eldercare
Why is gold sliding during a geopolitical crisis? I take the view that $Gold - main 2608(GCmain)$ is currently facing a fascinating fundamental and technical dilemma. With futures recently testing an intraday low of approximately $4,047, the market is staring right down the barrel of a massive psychological and technical level: $4,000. Why is this happening? A few market mechanics could explain the weakness: Liquidation Phase: In sharp, sudden risk-off environments, institutional investors often liquidate liquid assets to cover margin calls and losses in other parts of their portfolios. Strengthen USD (maybe?): POTUS ha repeatedly made his comments about the weakening greenback. If geopolitical tensions are driving investors st
To answer the immediate question, I will not buy $Space Exploration Technologies Corp(SPCX)$ at the IPO opening for various reasons, but the two prominent reasons are 1. There is too much private funding who are looking to trim and employees looking to cash out their options, 2. Recent mega IPO $Quantinuum(QNT)$ popped on listing day but revert to IPO price by end of the day, similar to other notable listings recent such as
Google docs and drive is partly integrated with Gemini now. Wait till full integration happens. Not forgetting there is Google sparks and anti-gravity. Alphabet is paving a runway for full suite of services from ERP to AI cloud and data centers
Amazon, Microsoft and Google Are Quietly Morphing Their Businesses — and Wall Street Is Missing the Big Picture
Yes, make sense. All the other wall street analyst didn't consider Chinese suppliers at all! They assumed that MU, SK Hynix and Samsung will forever dominate the memory industry, sell everything!!
Why Is Micron Stock Falling? A New Warning Points to an Early Peak
Every year the same old phrase about selling in May and walking away, but blindly following a historical trend may not be the best idea this year. The reality of today's market is built on completely different engines than the past, and there are incredibly solid reasons why a sell in May isn't as likely or not to that extend this year. For a start, looking at corporate spending, the largest tech hyperscalers have collectively locked in nearly seven hundred billion dollars in infrastructure budgets for this year alone, and roughly three-quarters of that is tied directly to physical AI buildouts. This are massive, contracted physical infrastructure that doesn't just stop because the calendar turned to May.The race to AI supremacy is real. On top of that, look at the corporate receipts. Ear
IBM made computers and Microsoft made operating software. We are now at the infrastructure stage but eventually we need software to run them. Software companies doing agentic AI will eventually be in the spotlight. We can never time the market, why not start adding some? I'm adding $ServiceNow(NOW)$
Why the Gap Between Chip and Software Stocks Keeps Getting Wider