🚨Micron ($MU ) is straight-up the real deal right now
Still only watching Nvidia?
You’re missing the actual AI memory king 👀
Just some information:
They’re putting $10 BILLION over the next 10 years into a brand-new AI Memory Research Lab in Boise.
Jensen Huang and Tim Cook both publicly hyped it. That’s not nothing.
The numbers are crazy:
Latest quarter revenue more than tripled
Gross margins sitting at 85%+
Already locked in around $100 billion in long-term customer deals
This stock already ran hard this year and the market cap is over $1 trillion…
but a lot of people still think it’s undervalued.
No AI without high-speed memory.
Micron is turning from a classic cycle stock into pure AI infrastructure.
#Micron #MU #AIStocks #Semiconductors #MemoryChips
🚨 These 5 stocks look ridiculously cheap right now (seriously undervalued IMO):
$META – Honestly the cheapest of the Mag 7 right now. Legal drama’s been weighing it down, but at these levels the valuation looks real attractive 👀
$MU – Trading at like 5x forward earnings while AI is going crazy for memory and HBM. One of the cheapest pure AI plays out there rn 📷
$APP – Down about 50% from the May/June highs even though the business is still crushing it. Rule of 40 sitting at a wild 109
$IREN – Company is way bigger now, expanded the AI/data center side and owns some solid power assets… stock’s still hanging way below previous highs though
$CIFR – Another AI data center play with valuable power infrastructure. Business has grown, but the stock is still way off its June highs
bitcoin:native just ripped from 64k straight to 68k–69.5k! Treasury doubled the long-bond buybacks, yields got crushed, over a billion in shorts got liquidated… pure chaos. ETF money pouring back in too. Is this the real breakout or just another fakeout?
$META continue to fall, but the revenue has been rising and will continue to increase significantly.
Meta's next AI model (internally code-named Watermelon) is said to have caught up with OpenAI's GPT-5.5 in key benchmark tests.
Now is the lowest price opportunity🚨
Hey, let’s talk about $NVDA real quick.Right now NVDA is trading around $225, still one of the biggest and most important stocks in the market. It’s basically the company powering almost everything AI right now — the GPUs, the software, the whole stack.
Forget what Warsh says. Watch what the Fed actually does.
The balance sheet expanded another $11.388 billion last week.
If they were serious about the 2% target, they’d be shrinking it.
Talking about fighting inflation while creating it.
#sotck
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@hevertonfutebol @Radio98Oficial falem de uma possível ingenuidade de Alexandre Mattos e Vanderlei Luxemburgo em manter um trabalho sabendo do processo da SAF pelo Cruzeiro
Melhor vídeo para passar a noite @Atletico!!! Rindo litros por aqui com o #JoeciCarvalho@BlogdoJuca .....Sabe nada, os caras são comédia pra caramba. 😂😂😂
ORÇAMENTO SECRETO
A thread da investigação
1. A apuração começa em dezembro de 2020, quando ouvi relatos de compra de apoio pelo governo para eleger Arthur Lira presidente da Câmara. Foi o marco zero da série de reportagens que culminou na liminar do STF que barrou o esquema.
🧶