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AskLivermoreJul 04, 2026 at 09:05 am
Morgan Stanley is telling you exactly where the market is going. What they're upgrading: 1. Seagate: PT raised 35% to $1,035 2. Western Digital: PT raised 33% to $650 3. Ferrari: upgraded to Overweight 4. Datadog: upgraded to Overweight 5. Alphabet:
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BKLZ〜雰囲気投資家の矜持〜Jul 03, 2026 at 08:33 am
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Ted ZhangJul 03, 2026 at 01:50 am
As of now, still the top $MU Earnings may have put the top into semis and memory. All I heard was: ‘Best earnings ever '1000% EPS, 80% margins, P/E so low' Where were these words when @GavinSBaker @citrini were buying them late 2024 and early 2025 when the EPS/Revs hadn't shown up yet. Cyclical -
TrendSpiderJul 03, 2026 at 01:32 am
Chip and memory stocks are taking a beating this weekSandisk -16%
Micron -14%
Western Digital -11%
Seagate -11%
Applied Materials -7%
Arm Holdings -7%
Intel -6%
Broadcom -4%
ASML -2.5%
Advanced
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