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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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AnsemJun 26, 2026 at 11:23 am
kospi korean index down -8% today just got halted, down 10% from highs after briefly making a new ATH US stock indices likely follow through tomorrow w/ downside also still holding lows but looking increasingly unlikely if general market weakness continuesif im right on this & memory does not sustain the pump post $MU earnings then Q3 is going to be red and we will get discounts to buy everything, confirmed on price action beneath the lows pre-ER around $1050 mag7 still weak and still trapped in the loop of spending infinite x.com/blknoiz06/stat…
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Ariel HernandezJun 25, 2026 at 04:12 am
Awesome reaction. Market could really use these memory names sticking around! $MU MICRON TECHNOLOGY Q3 26 EARNINGS: REVENUE: $41.46B (EST $35.59B) || NET INCOME: $28.24B || ADJ NET INCOME: $28.86B || EPS: $24.67 || ADJ EPS: $25.11 (EST $20.60) || SEES Q4 REVENUE: $50.00B (EST $42.92B) || SEES Q4 EPS: $30.73 || SEES Q4 ADJ EPS: $31.00 (EST $25.50) || SEES -
EliteOptionsTraderJun 24, 2026 at 09:04 pm
TRADE PLAN for June 24th$SPX small gap up this morning, unless we see SPX back near 7460, Be careful trading the upside. SPX Under 7330 more bearish. We have earnings after hours today and PCE data premarket tmrw. Most likely we'll see a clearer trend tomorrow.
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