John Miller

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[John Miller @Rafa_Folha]

🚀 $MU surges 4% AH to $173.31!

💥Q1 rev guide: $12.5B (vs. $11.94B est)

📊Q4 rev: $11.32B (beat) | EPS: $3.03 (vs. $2.86 est)

YTD up 97%+ — AI memory demand fuels the rally!

#Stocks #MU #Earnings

[John Miller @Rafa_Folha]

🚀 $PFGC: Activist Scott Ferguson joins board, pushing USFD merger 🤝
Deal would create #2 player vs SYY. "Clean team" pact signed 📊
Stock up 2.3% PM. Watch for formal talks!
#Merger #Stocks

[John Miller @Rafa_Folha]

🔺 Winners:

$KV +2.7% (rebound after Trump autism claim debunked)

$BA +1.2% ($8B Uzbekistan order + China deal hopes)

$HAL Oil services+6.8%, $BKR +3.4% (crude bounce)

⚡ Wildcard: $PLUG dips 3% after 9-day +88% rally.

#Fed #Stocks #Powell

[John Miller @Rafa_Folha]

🔴 Powell's "No Risk-Free Path" Rattles Markets
Fed Chair's warning on inflation vs. jobs "two-sided risks" sparked a broad sell-off.
🔻 Losers:
$NVDA -3.1% (post-OpenAI deal profit-taking)

$AAPL -0.6% (YTD underperformance vs. Magnificent 7)

$FLY -15% (weak Q2 earnings miss)

[John Miller @Rafa_Folha]

🔴 Powell's "No Risk-Free Path" Rattles Markets
Fed Chair's warning on inflation vs. jobs "two-sided risks" sparked a broad sell-off.
🔻 Losers:
$NVDA -3.1% (post-OpenAI deal profit-taking)

$AAPL -0.6% (YTD underperformance vs. Magnificent 7)

$FLY -15% (weak Q2 earnings miss)

[John Miller @Rafa_Folha]

🟡 Gold hits record high near $3,800/oz!
3rd day up as Fed hints at possible rate cuts 📈
Futures closed +1.1% at $3,780.60
Safe-haven appeal remains strong 🛡️
Next target: $3,800 breakout
#Gold #Fed

[John Miller @Rafa_Folha]

💰 $SRE SEC filing alerts:

$414M termination fee if KKR deal fails

Q3: Sempra Infra Partners as "held for sale"

$500M tax hit expected

Deal uncertainty = major financial impact⚠️
#Utilities $SRE

[John Miller @Rafa_Folha]

🚀 $BKR hits $49.18 (+3.16%) - NEW 52-week high!

📈 4-day win streak Up 5.8% this week

🥇Best performer in Nasdaq 100 today

🔥Trading at highest since July 2017

#BKR #Stocks

[John Miller @Rafa_Folha]

🚀 $BKKT +19% at open! We nailed it 📞
Our PM est was $16-17, hit $17.52🎯
Catalyst: Apex Fintech buzz + new board member
Up 68% this week! LFG 📈
Next: Hold $17+ for more upside
#BKKT #Stocks

[John Miller @Rafa_Folha]

🚀 $BKKT surged 40.8% yesterday! 📈
🧠Board adds Mike Alfred (Alpine Fox founder, digital asset vet)
🔥Pre-market up another 6%
Today's est: $16-17$/5%-10%
Watch for continued momentum, but expect volatility. Key level: hold above $15.

#Crypto #Stocks $BKKT

[John Miller @Rafa_Folha]

🔌 $EXC to own power plants in Mid-Atlantic!
Pushing for 2026 law changes to build regulated generation.
⚡ Why? Data center boom strains grid, bills spike.
CEO says competitive market "not working".

🤝 Debate: Lower costs vs. monopoly concerns.
#Utilities #Energy #EXC

[John Miller @Rafa_Folha]

🚗 Powell's cautious tone keeps markets in check 🚦

⏸️No "risk-free path"，Moderately restrictive" rates hold

📊Data-dependent stance = volatility ahead

Mkt reaction muted: Dow +0.09%, Nasdaq -0.2%
BTC tests support levels

Oct FOMC next big vol trigger 🎯
#Fed #Stocks

[John Miller @Rafa_Folha]

🚀 $BKKT surged 40.8% yesterday! 📈
🧠Board adds Mike Alfred (Alpine Fox founder, digital asset vet)
🔥Pre-market up another 6%
Today's est: $16-17$/5%-10%
Watch for continued momentum, but expect volatility. Key level: hold above $15.

#Crypto #Stocks $BKKT

[John Miller @Rafa_Folha]

🚀 $MTSR soars 60.8% yest. on Pfizer's $7.3B buyout news
💰$47.50/share cash + up to $22.50/share in milestones
💡 Pfizer targets obesity drug market with Metsera's monthly injectables

Today's est: $56-$57/5%-8%
Volatility likely as, Key resistance near $54.47

#Biotech #Merger

[John Miller @Rafa_Folha]

🚀 $MBX rockets 100% on Phase 2 win!
💊Catalyst: Once-weekly hypoparathyroidism drug canvuparatide hits primary endpoint (63% response rate at 12 weeks)
🎯Analysts bullish: Avg PT $37.63 (88% upside)
Today’s est: ($24-$25)
Support at $17.52, resistance $27.12.
#Biotech #Stocks

[John Miller @Rafa_Folha]

🚀 $IREN rockets 6.94% today, closing at $41.32! 📈
Volume (38.3M shares) way above avg. Hits new 52-week high of $42.93!
YTD gain: a massive 320%+ 🔥
Tomorrow's gains likely narrower
(est2%-3% $42-$43)
Watch $40 support after testing $42.93 resistance.

#Stocks #AI #DataCenters

[John Miller @Rafa_Folha]

🚀 $NVDA pops 3.5%+ on $100B OpenAI investment news! （$182-$183）
Historic deal strengthens AI dominance. 1st 1GW systems due 2026 💪

Tomorrow's forecast: +1.5% ($185-$186)📈
Momentum looks strong
#NVDA #AI #Stocks

[John Miller @Rafa_Folha]

I seem to have written 39-40 as 29-30🥲🥲🥲
$IREN

[John Miller @Rafa_Folha]

🚀 $IREN on fire! Up 300% since March

💥Shift from BTC mining to AI cloud = 168% rev growth

💰Nvidia partner + 10.9k GPUs = $200M+ AI target

📈Today est: +4-6% ($29-30 range)

#AI #Stocks

[John Miller @Rafa_Folha]

📈 $SNAP surges 7.4% in premarket!
Strong analyst EPS & revenue revisions (Q3 EPS est. +20% YoY)

Snapchat+ subscriptions (>7M users) & AR innovation driving growth

🎯 Today’s prediction: +8-12% (testing $8.90-$9.20 range)

#Snap #Stocks #Trading

[John Miller @Rafa_Folha]

🚀 $MTSR surges 60% PM!
Pfizer's obesity play: $47.50/sh + $22.50 milestones
Total deal value: ~$7.3B 💰

Today's est: +50-60%
Target: $56-58/sh 📈

Watch for deal progress!
#Biotech #Trading

[John Miller @Rafa_Folha]

🚀 $Metsera surges 24%! Pfizer buys for $47.50/sh cash + $22.50 milestones. Deal worth up to $7.3B 💰

Monthly obesity drug could rival Novo/Lilly. Pfizer finally gets in the game! 💊

Next wk: Watch for deal approval. Big win for obesity drug space！
#Biotech