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Leif | Investing2026-07-08 04:53:00
Today was the REAL TEST for memory stock bulls
Today’s drop/from ATH: -7.2%
(31% off ATH) -7.8% (32% off ATH) -4.5% (25% off ATH) -4.7% (24% off ATH Why the selloff? 
• Samsung’s earnings triggered broad weakness across the memory space. • 
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AskLivermore2026-07-04 09:05:28
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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Ted Zhang2026-07-03 01:50:47
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
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