To The Moon

$Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b

$Micron Technology(MU)$ Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA

$Micron Technology(MU)$ 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

$Micron Technology(MU)$ If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m

$IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up

$NVIDIA(NVDA)$ Headline News For Nvidia (NVDA) NVIDIA (NVDA) closed at $217.56 ahead of its upcoming fiscal Q2 earnings report scheduled for August 26, 2026. Wall Street expects revenue to more than double year-over-year to over $91.5 billion, driven by rock-solid artificial intelligence demand, strong hyperscaler commitments, and easing export restrictions allowing H200 chip shipments to regions like China. Key Stock Drivers Upcoming Earnings: Reporting on August 26, 2026, with high expectations for robust Q3 guidance around $105 billion. Valuation Talk: Bank of America analysts note that NVIDIA trades at a notable valuation discount relative to its historical pace and peers, de

The AI boom has turned High-bandwidth memory (HBM) into a key bottleneck for chipmakers. Thanks to the ‘bottleneck’, the top 3 HBM suppliers’ stock prices have soared to new highs, since April 2026. (see below) 01 Apr 2026 to 18 Aug 2026 $Micron Technology(MU)$ has risen by about +155.75%. SK Hynix (Korea) have risen by +67.22%. Samsung (Korea) have risen by +30.5%. Given above backdrop, the latest twist in $NVIDIA(NVDA)$’s roadmap makes it especially important for HBM suppliers. The AI buildout (set in motion) is creating an unusual problem for semiconductor investors - demand is arriving faster than the supply chain can deliver the most advanced components. Booming demand for AI chips is creating a tricky