To The Moon

$Apple(AAPL)$ Apple (AAPL) Stock Investment Thesis - Q42026 Key Growth Drivers & Risks Services Revenue: High-margin recurring revenue from the App Store, iCloud, Apple Pay, and subscriptions provides a resilient base even during fluctuating hardware upgrade cycles. AI & Product Supercycles: On-device AI features continue to drive hardware upgrades across iPhones, iPads, and Mac devices. Valuation & Valuation Risks: Trading at a forward P/E ratio above 35x, market sentiment remains sensitive to supply chain bottlenecks, macro consumer spending pressures, and regulatory antitrust scrutiny. Investor Action Plan Determine Strategy: Decide whether your objective is long-term dividend growth/compoundin

$Apple(AAPL)$ Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread

$Micron Technology(MU)$ Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years

$NVIDIA(NVDA)$ Q2 reinforced Nvidia's tremendous dominance Revenue was up 106% to a whopping $96.2 billion, while adjusted earnings beat expectations again, with management forecasting $108 billion in current-quarter sales. Moreover, Nvidia took things up a notch, projecting 70% revenue growth for fiscal 2028, suggesting the AI infrastructure boom still has plenty of room to run. Those numbers seem almost impossible to believe, considering that Nvidia generated just $6.7 billion in sales in fiscal 2023's Q2, during the pre-ChatGPT era. Nevertheless, investors are uneasy over data-center spending, margin pressures from memory pricing, and the remarkably costly ecosystem financing. Those major concerns have effe

$NVIDIA(NVDA)$ Nvidia (NVDA) Investment Thesis Q42026 : Nvidia's stock is trading almost independently of the broader semiconductor sector, according to Bespoke Investment Group data cited by The Kobeissi Letter and reported by many media outlets. Over the past three months, Nvidia's correlation with the PHLX Semiconductor Index (SOX) was at just 0.03, which is perhaps the lowest among the index's components. The reading is also unusual, as Nvidia is also the group's largest company by market capitalization. @JC888 @jowia @happytrader @Louisthefly @Benny the Ball Nvidia (NVDA) has so far delivered another profitable yet turbulent year for its investors. According to my technical analysis, NVDA shares are up 1

$SanDisk Corp.(SNDK)$ As of August 31, Eastern Time, SanDisk (SNDK) stock rebounded strongly, closing up 5.5% for the day and reaching an intraday high of $1,572.69, with a trading volume of approximately 23.38 million shares, significantly higher than recent average levels. However, compared with the high of $2,354.39 reached earlier this year, SanDisk is still down about 33% from its peak, with the stock currently in a consolidation and recovery phase following the previous sharp rally. SanDisk's fundamentals remain supported by rising NAND prices and AI data center demand. The company's latest quarterly revenue reached $8.965 billion, up 51% quarter-over-quarter, with data center revenue reaching $2.977 bi

$Applied Materials(AMAT)$ Applied Materials reported quarterly revenue of $9.12 billion, above Wall Street’s $8.99 billion estimate. The chip-equipment maker also guided for next-quarter revenue of about $10.25 billion, well ahead of the $9.54 billion consensus, while adjusted EPS guidance of $4.02 topped expectations of $3.69. AI spending remains the main driver. Applied now expects advanced-packaging revenue to grow more than 70% in 2026, up from its previous forecast of more than 50%, as chipmakers keep investing in DRAM, leading-edge logic and packaging capacity. Still, the stock dropped more than 5% in extended trading. Shares had already more than doubled this year, leaving little room for anything shor

$Micron Technology(MU)$ Micron Technology, Inc. (NASDAQ:MU) stock slid over 2% in Tuesday premarket trading as investors balanced strong AI-driven memory demand against tariff uncertainty and a softer broader market backdrop ahead of the company’s quarterly earnings. Nasdaq futures are down 1.23% while S&P 500 futures have shed 0.65%. AI Demand Keeps Memory Supply Tight Nvidia Corp. (NASDAQ:NVDA) recently pointed to a strong growth outlook, while former Nvidia executive Jeff Herbst said AI computing demand continues to outpace memory supply. Herbst said Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY) and Micron are operating at capacity. He noted that new fabrication plants take years t

$Micron Technology(MU)$ Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth. The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer. Details of Micron’s Executive Appointments Micron said Wednesday that Bhatia and DeBoer will take on expanded responsibilities effective immediately as it positions itself for an AI-driven rapid increase in memory chip demand. Bhatia — who joined Micron in 2017 — will oversee global operations and business units, including capital investment, manufacturing, custome

$Micron Technology(MU)$ Micron Technology (MU) shares are inching higher on Wednesday after the memory-chip maker announced two senior leadership appointments aimed at accelerating innovation and growth. The company promoted Manish Bhatia to president and chief operating officer and Scott DeBoer to president and chief technology and products officer. Details of Micron’s Executive Appointments Micron said Wednesday that Bhatia and DeBoer will take on expanded responsibilities effective immediately as it positions itself for an AI-driven rapid increase in memory chip demand. Bhatia — who joined Micron in 2017 — will oversee global operations and business units, including capital investment, manufacturing, custome

$Micron Technology(MU)$ 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

$Apple(AAPL)$ Key Growth Drivers & Risks Services Revenue: High-margin recurring revenue from the App Store, iCloud, Apple Pay, and subscriptions provides a resilient base even during fluctuating hardware upgrade cycles. AI & Product Supercycles: On-device AI features continue to drive hardware upgrades across iPhones, iPads, and Mac devices. Valuation & Valuation Risks: Trading at a forward P/E ratio above 35x, market sentiment remains sensitive to supply chain bottlenecks, macro consumer spending pressures, and regulatory antitrust scrutiny. Investor Action Plan Determine Strategy: Decide whether your objective is long-term dividend growth/compounding or short-term momentum trading. Review Portf