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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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Ariel Hernandez2026-06-25 04:12:33
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 -
TrendSpider2026-06-19 09:00:00
Memory is in a league of its own
+5,409% +1,246% +952% +732% +235%$10,000 invested 1 year ago: 
$SNDK → $379,490 $MU → $76,705 $INTC → $54,274 $NVDA → $18,066 $AAPL → $14,732 $TSLA → $14,708 $PLTR → $12,437 
$MSFT → $9,732 $NKE → $7,573 $HIMS → $4,883 
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