To The Moon

$Micron Technology(MU)$   Analyst Consensus: Strong Buy Out of the major Wall Street firms covering Micron, nearly all have issued or reiterated Buy, Strong Buy, or Outperform ratings following the June 24 earnings report. The driving force behind these ratings is the massive structural shift in how memory is sold, transitioning from a volatile spot market to long-term, locked-in contracts with hyperscalers.   Latest Price Targets The wave of post-earnings upgrades has pushed the average target price significantly higher, with most major banks now aiming well above the current trading levels: Average Consensus: ~$1,334 (up from pre-earnings averages near $1,022). The Aggressive Targets: Firms like Bank o

$Micron Technology(MU)$   **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

$Micron Technology(MU)$  Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure.   Here is what is fueling the upside: Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates.   Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down.   Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the en

$Micron Technology(MU)$   Why Your Confidence Should Be Sky-High This isn't a temporary cyclical spike. Micron is riding a multi-year, structurally locked-in wave: Sold Out Through 2027: Micron's next-generation High-Bandwidth Memory (HBM) is entirely booked out through calendar year 2027, with demand already bleeding into 2028. That provides unparalleled revenue visibility. The Data Center Cash Machine: Data center revenue crossed $25 billion this quarter alone. Enterprise SSD sales more than doubled sequentially, proving the AI buildout is moving faster than analysts modeled.   Breathtaking Guidance: For next quarter, management expects revenue to rocket to $50.0 billion with gross margins widening fur

🚀 SPCX Bull Case The path for SPCX is definitively up: - Day 1: Opens +10% to +30%. The deal is heavily oversubscribed. With a tight 4% free float, supply scarcity will spark an immediate opening pop over $135.  - Strategy: Buying Day One. Waiting means missing immediate index catalysts. Fast-tracked MSCI inclusion on June 13 makes global passive funds forced buyers, protecting your downside.  - 1-Year View: Above $135. Near-term xAI capex is heavy, but Starlink anchors the valuation with highly profitable recurring revenue (10.3M subscribers at a 63% EBITDA margin). 

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$