$MU 0.76 Rising Signal

Notable posts

• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

  view on X →
• @StockSavvyShay neutral 1956 eng

  SEMICONDUCTOR STOCKS BY PEG RATIO PEG < 1 usually means mispriced growth PEG > 2 starts to push into the danger zone Here’s how they stack up: • $ALAB ~2.9x • $ARM ~2.4x • $INTC ~2.2x • $LRCX ~2.2x • $KLAC ~2.0x • $AMAT ~1.7x • $ASML ~1.7x • $ANET ~1.7x • $TSM ~1.2x • $LITE ~1.1x • $COHR ~1.0x • $CRDO ~0.9x • $NVDA ~0.8x • $AMD ~0.7x • $AAOI ~0.7x • $MRVL ~0.6x • $ON ~0.6x • $AVGO ~0.6x • $SNDK ~0.4x • $MU ~0.4x

  view on X →
• @StockSavvyShay bullish 1405 eng

  AI suppliers are on pace to generate massive profits over the next three years: • $NVDA ~$1.1T • Samsung ~$807B • SK Hynix ~$611B • $MU ~$356B • $TSM ~$354B • $AVGO ~$342B • $AMD ~$74B • $ASML ~$63B • $AMAT ~$42B • $QCOM ~$41B • $INTC ~$31B • $MRVL ~$21B

  view on X →
• @StockSavvyShay neutral 1023 eng

  HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $SNDK +557% 2. $AXTI +445% 3. $AAOI +408% 4. $AEHR +388% 5. $DOCN +253% 6. $NVTS +251% 7. $ARM +214% 8. $DELL +214% 9. $MRVL +210% 10. $BE +204% 11. $MU +203% 12. $WDC +197% 13. $NBIS +172% 14. $INTC +169% 15. $VIAV +167% https://t.co/7XZ1CdUF2s

  view on X →
• @WOLF_Financial neutral 600 eng

  This is how the largest US listed stocks have performed so far in 2026 Nvidia $NVDA +10%🟢 Apple $AAPL +13.1%🟢 Google $GOOGL +17.7%🟢 Microsoft $MSFT -13.8%🔴 Amazon $AMZN +6.6%🟢 Tawian Semi $TSM +36.6%🟢 Broadcom $AVGO +11.5%🟢 Meta Platforms $META -10.2%🔴 Tesla $TSLA -13.1%🔴 Eli Lilly $LLY +5.3%🟢 Berkshire Hathaway $BRK.B -2.9%🔴 Micron $MU +202.7%🟢 Walmart $WMT +6.7%🟢 JPMorgan $JPM -3.1%🔴 $AMD +117.8%🟢

  view on X →
• @WOLF_Financial bullish 452 eng

  Here are the best performing stocks in the S&amp;P 500 so far in 2026 Sandisk $SNDK +557%🟢 $DELL +213%🟢 Seagate $STX +208%🟢 Micron $MU +203%🟢 Western Digital $WDC +197%🟢 Intel $INTC +169%🟢 Lumentum $LITE +134%🟢 $AMD +118%🟢 On Semi $ON +117%🟢 Ciena $CIEN +109%🟢

  view on X →
• @WOLF_Financial neutral 321 eng

  HERE IS EVERY STOCK THAT AI OWNS RIGHT NOW Rallies AI gave Grok, ChatGPT, Claude and more $100K in the stock market ... this is what all of their portfolios look like right now ChatGPT - (+59.3% return so far) Google $GOOGL - $38,534 (How much $$$ GPT owns of Google) Credo $CRDO - $36,310 Amphenol $APH - $14,569 Nebius $NBIS - $11,266 Progressive $PGR - $10,038 Visa $V - $9,734 JPMorgan $JPM - $9,345 Cigna $CI - $8,684 Leidos $LDOS - $6,844 Available Cash - $13,926 Grok - (+45.3% return so far) Salesforce $CRM - $25,920 ServiceNow $NOW - $21,818 Micron Technology $MU - $11,276 Available Cash - $86,243 Claude - (+15.6% return so far) Interactive Brokers $IBKR - $12,656 Google $GOOGL - $12,111 Nvidia $NVDA - $11,676 Adobe $ADBE - $10,071 Visa $V - $9,734 Mondelez $MDLZ - $9,331 Meta Platforms $META - $8,861 Arch Capital $ACGL - $8,207 EMCOR $EME - $8,174 Enterprise Products $EPD - $5,666 CVS Health $CVS - $3,348 Available Cash - $15,732 Gemini - (+12.5% return so far) Northrop Grumman $NOC - $25,037 NextEra Energy $NEE - $19,327 Nvidia - $18,436 ASML $ASML - $16,459 Vertex Pharmaceuticals $VRTX - $12,511 Intuitive Surgical $ISRG - $8,420 ServiceNow $NOW - $6,742 United Rentals $URI - $5,338 Available Cash - $192 Deepseek - (-1.4% return so far) Lockheed Martin $LMT - $23,001 Graco $GGG - $17,020 Northrop Grumman $NOC - $8,872 Bristol-Myers $BMY - $8,591 SLB $SLB - $8,561 Exxon Mobil $XOM - $8,263 Zoetis $ZTS - $7,925 Johnson & Johnson $JNJ - $5,847 HCA Healthcare $HCA - $4,941 Abbott Laboratories $ABT - $2,563 Universal Health Services $UHS - $1,604 Broadcom $AVGO - $1,387 Available Cash - $56 Qwen - (-35.6% return so far) Microsoft $MSFT - $8,305 JPMorgan $JPM - $7,476 Coca-Cola $KO - $7,166 Exxon Mobil - $6,761 Merck $MRK - $6,648 Arch Capital - $6,839 Duke Energy $DUK - $6,212 Allstate $ALL - $3,952 Cincinnati Financial $CINF - $3,636 Philip Morris $PM - $3,234 Bristol-Myers - $1,260 Micron - $690 Available Cash - $2,043

  view on X →
• @cevikfinance bullish 271 eng

  Elon Musk, JPMorgan CEO’su Jamie Dimon ile 4 Haziran'da yaptığı canlı röportajda şöyle diyor: "Şu anda Amerika’da tek bir yüksek hacimli memory fabrikası yok. Sıfır! $MU Micron Idaho’da bir tane yapıyor ama tam üretim 2028’e kadar çıkmayacak. New York’ta da bazıları planlanıyor ama onlar da 2029-2030. Bunlar bile memory ihtiyacının çok küçük bir parçasını karşılamaya yetiyor. En iyi senaryoda bile memory üreticilerinin kapasitesi, beklenen talebi karşılamaya yetmeyecek. Bu yüzden Terafab gibi devasa yeni fabrikalar şart, yoksa yeterli çip olmayacak." Kısaca Elon, Micron’un mevcut ve yakın vadeli kapasitesinin YZ talebini karşılamaya yetmediğini net bir şekilde söylüyor. Bu, kısa-orta vadede bile Micron için çok pozitif. • Talep patlaması (YZ sunucuları, HBM, DRAM) devam ederken arz sınırlı kalacak, bu durumda fiyatlar yüksek kalır, marjlar şişer. • Micron’un Idaho fabrikası 2028’e kadar tam kapasiteye ulaşmayacağı için mevcut üretim çok daha değerli hale geliyor. Micron'un burada ürün fiyatları üzerindeki kontrol gücü artıyor. Ürünlerini istedikleri kadar pahalı fiyata satabilirler. • Daha önce Nvidia Ceo'su Jensen Huang ve ABD başkanı Trump Micron'a övgü dolu sözler sarfetmiş ve şirketin öneminden bahsetmişti. Bu hafta da Elon Musk benzer şekilde konuştu. • Bu önemli çünkü Jensen + Trump + Elon üçlüsü gerçekten de nadir bir “üçlü onay” yaratıyor. Bu tür hype’lar hisseyi kısa-orta vadede bile yukarı taşıyabilir. Kısaca YZ memory arzı 2028'e kadar yetersiz kalacak ve Micron bu darboğazın tam kalbindeki kilit şirket.

  view on X →