To The Moon

Elon Musk recently said memory has become the biggest bottleneck for AI development, putting renewed attention on the memory sector. Against that backdrop, $SanDisk Corp.(SNDK)$ ’s latest investor day offered an especially bullish outlook. SanDisk is targeting a 75% adjusted operating margin and 50% FCF margin by 2030. More importantly, the company is moving away from the traditional commodity cycle by locking in multi-year volume and pricing agreements. It has already signed deals with eight major customers, including three hyperscalers, representing roughly $94 billion in total contract value. The bigger picture is that memory demand is still growing, while valuations remain surprisingly low. Forward P/E ratios are around 6x for

$NEBIUS(NBIS)$ just released an EXCELLENT earnings report, sending the stock up 30%! Here are 5️⃣ most important things you need to know: 1. Capacity guidance increased from 4GW ➡️ 5GW. This is a 5x increase in guidance since August 2025! The increase comes from Nebius announcing new data centers in the UK, Estonia, and Finland. "We are raising, actually, the contracted power to 5 GW now, by the end of 2026... Our future capacity pipeline effectively makes Nebius one of just a few companies in the world able to build more than 1 GW of new capacity a year, and we plan to do so in 2027." Arkady Volozh, CEO, Q2 2026 Earnings Call Essentially, he confirmed that they plan to add over 1GW in new capacity in 2027 and will continue doing so in the future.

Yesterday $Nu Holdings Ltd.(NU)$ reported earnings, and they were, as always, excellent! Most importantly, it seems the market is no longer selling off. It seems that the FOMO AI trade of selling quality and buying AI could be nearing the end. Nu’s stock is now up 13% in after-hours! The company continues to execute on all its objectives, yet the market is not rewarding it. Last quarter I said that this is because of the AI FOMO trade. Sell quality to buy AI stocks! As a result, Nu trades at just 16x FWD P/E. I find this valuation to be extremely attractive for long-term-minded investors, especially considering Nu posted such strong financial results: Total revenues $5.5B +50% Net income $1.06B +66.4% EPS $0.22+ 65.4%, Beating analyst estimate of

Expanse Studios is the creative core of $Meridian Hldg(MRDN)$ This segment focuses on building online casino games. In Q2 2026, Expanse continued to grow its global presence. Its games are now available on 1,881 different operator sites, which is 362 more than at the end of last quarter. The studio launched 18 new proprietary games this quarter, bringing its total collection of titles to 95. Additionally: - The number of players grew by 67% - Revenue grew by 138% - Pay-ins grew by 143% - Gross gaming revenues grew by 90% It is clear that this segment is delivering explosive growth. Furthermore, one of the most important moves this quarter was a new partnership with Bragg, a leading distributor in North America, and a deal with Flutter’s Serbian su

Goldman Sachs estimates that AI investment will exceed $1T in 2026! Here are 7 companies benefiting from this investment: 🧵 1. $Micron Technology(MU)$ Drawdown -35% 2028 Revenue CAGR: 43% 2028 Net Income CAGR: 54% 2028 FCF CAGR: 78% FWD P/E: 6 2. $NVIDIA(NVDA)$ Drawdown -5% 2028 Revenue CAGR: 40% 2028 Net Income CAGR: 32% 2028 FCF CAGR: 45% FWD P/E: 23 3. $Lumentum(LITE)$ Drawdown -12% 2028 Revenue CAGR: 61% 2028 Net Income: $5.1B 2028 FCF CAGR: 98% FWD P/E: 43 4. $Broadcom(AVGO)$ Drawdown -14% 2028 Revenue CAGR: 46% 2028 Net Income CAGR: 63% 2028 FCF CAGR: 56% FWD P/E: 26 5. $Taiwan S

In this want I want to calculate $NEBIUS(NBIS)$ price at which the stock could be trading in 2030. After this quarter, I realised that I need to update my assumptions as the company gave more details about pricing and its new asset-light AI segments. I am not gonna make you wait too long: I see 530-690% upside to Nebius stock by 2030! This is who I get there: First, Nebius' 2026 contracted power target is 5GW, which means that Nebius expects to have agreements with utilities to supply them with 5GW of electricity on 31 December 2026. Yet, to bring all this capacity online as active IT power, Nebius will need years, as they have to construct the building and install all the electrical, GPUs, cooling, networking, and other equipment. Thus, I am mode

$NEBIUS(NBIS)$ just delivered a Q2 report that goes well beyond a simple earnings beat. Revenue reached $582.3M, ahead of the $575M estimate, while adjusted EBITDA came in at $236.2M, well above the $173M consensus. But the bigger story is what the numbers say about AI cloud demand, customer contracts and the economics of building capacity. 🔥 1. 5GW of Contracted Capacity $NBIS reiterated its 2026 ARR target of $7B–$9B, while raising its contracted capacity guidance to 5GW. At the same time, average contract value is climbing rapidly: Q1: $12M Q2: $20M Q3: $40M That's a dramatic increase in the size of customer contracts. And $NBIS made an eye-opening comment: “We could sell our entire 2027 capacity on these terms today.” In other words, the compa

Is there a better full-service fintech growth story in the market right now than $SoFi Technologies Inc.(SOFI)$ ? There are certainly plenty of reasons to debate the stock. Investors can argue about fair-value accounting, credit risk, potential dilution, or whether the Tech Platform has fully lived up to expectations. But focusing exclusively on those issues may miss the bigger story unfolding inside the company. Bull Case in one photo! Products per member: - 1.46 - 1.47 - 1.48 - 1.51 - 1.54 Notice how it's accelerated in the last few quarters. This is as in Q2 2026, 51% of new products were opened by existing customers. SoFi is transforming from a primarily lending-focused business into a full-scale financial ecosystem. The strategy is straightfo

Wall Street remains broadly bullish on the AI trade, but the latest price targets show that analysts are not treating every AI stock equally. Across a group of major AI beneficiaries — from memory and semiconductors to AI infrastructure and space-based computing — the average analyst targets imply meaningful upside, with several names carrying expectations of 70% or more. The dispersion between low, average and high targets is equally important. It shows not only where Wall Street sees potential upside, but also where expectations — and therefore risk — are especially elevated. 🧠 Memory: Micron and SK Hynix Lead the Bull Case $Micron Technology(MU)$ stands out with one of the most aggressive analyst outlooks. Low target: $1,100 Average target: $1,60

$NEBIUS(NBIS)$ Reports Earnings on Wednesday! Here are 5️⃣ things to watch! 1. ARR Guidance Current guidance for 2026 is $7-9B. With half of the year behind us, the company should have more visibility. My guess is that they increase the guidance to $8-10B. 2. Capacity Guidance Current 2026 contracted capacity guidance is 4GW. Investors want to see this contracted capacity guidance come to fruition or increased. Any delays will hurt the stock. 3. Cash Position $NBIS ended last quarter with $9.3B in cash, including $3.2B in pre-payments received in Q1. Additional pre-payments would be welcome. 4. Street High Price Target is $286 Goldman Sachs' Alexander Duval believes there is a 52% upside in the next 12 months. Let's see what the price target will