$MU will be spike 10%-15% for Q3 earnings on June 24.
It's valuation can easily go from $1 trillion to $5 trillion by 2035.
Here's everything you need to know:
First, $MU is the biggest botteneck in AI supply chain.
Its the only company all 3 CEO $NVDA, President Trump and Elon Musk said to buy.
The basics for Q3:
$33.5B revenue (Β±$750M), ~81% gross margin, $19.15 EPS (Β±$0.40)
That guide alone beats $MU's entire annual revenue through FY2024. In one quarter.
Other memory stocks have been doing super well too:
$SNDK 820% YTD
$WDC 333% YTD
$STX 288% YTD
Everyone is expecting:
$34.52B revenue, $19.72 EPS (31 analysts)
Estimates range wildly $19.68B to $40B+ on revenue, $7.53 to $24.08 on EPS.
That spread = nobody actually knows how to model this inflection.
Why this print matters more than the beat/miss:
Last quarter's net margin went from 23.4% β 58.8% YoY.
That kind of jump doesn't repeat the question is whether it holds.
The real swing factor is guidance, not the print:
Q4 above $40B + commentary on HBM tightness into 2027 β stock re-rates higher
Any hint of pricing softness in commodity DRAM/NAND β stock gets hit regardless of how clean Q3 was
Context:
MU just crossed $1T market cap. Up ~70% YTD, 350%+ over the past year.
Management (JPM Tech Conf, May 2026) said supply stays tight well beyond 2026 memory's shifting from commodity to AI-critical infrastructure as workloads go agentic.
Key customers reportedly locked into 50β66% of their actual bit demand. No relief in sight.
Capex backing the thesis:
$25B+ committed in FY2026 capex
New NY megafab w/ Bechtel
CHIPS Act support up to $6.4B
Bottom line: Thesis isn't "will $MU beat." It's "will they say supply stays this tight."
That's the only sentence that moves the stock on June 24.
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$SPCX is trading at $167 can hit $800-$1000+ in 2 years.
Here's 12 stocks under $12 that will do exactly the same:
1. $TE ~$9.00
Leopold's highest-conviction pick, AI infrastructure demand still massively underestimated.
2. $KEEL ~$5.96
Secured power assets, AI data centers, hyperscaler demand accelerating rapidly.
3. $ONDS ~$9.78
Private wireless networks becoming critical for defense and industrial automation.
4. $POET ~$13.25
Optical engines could solve AI networking bottlenecks at massive scale.
5. $CIFR ~$25
Converting cheap power into valuable AI compute infrastructure assets.
6. $WULF ~$27
One of the purest AI data center transformation stories.
7. $HIVE ~$4.00
Expanding from mining into high-margin AI cloud compute services.
8. $SATL ~$6.95
Satellite communications positioned for growing defense and government spending.
9. $NOK ~$15.10
Global telecom infrastructure beneficiary of AI-driven network upgrades.
10. $BTDR ~$18.97
Rapidly scaling AI compute business with attractive power economics.
11. $LAES ~$3.26
Quantum-safe cybersecurity becoming essential as AI adoption accelerates globally.
12. $CLSK ~$17.44
Strong balance sheet, growing infrastructure footprint, execution steadily improving.
If AI, memory, power, and space infrastructure continue expanding, several of these could be dramatically higher by 2030.
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$SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.
2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.
3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.
5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.
6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.
7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.
8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.
9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.
10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.
11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.
12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.
13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.
14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.
15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.
16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.
17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.
18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.
19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.
20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.
I'm definetly a buyer of $SPCX IPO and want to get it super cheap.
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Remember, I called out $POET at $7 it ripped 300% to $21.
$TE is pulling back hard now. This is the dip under $6.
4 reasons why its a good add:
1. Leopold Aschenbrenner's Situational Awareness disclosed a $44M stake in Q1
2. Only domestic solar + battery supplier purpose-built for AI data center power
3. G2 Austin solar cell plant on track, demand already exceeds 100% of 2027-28 capacity
4. $32M KORE Power acquisition makes TE a one-stop energy solution for hyperscalers
AI needs power.
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Exactly 1 year from now, you're a millionaire by doing only 1 thing in June:
1. Realize $MU earnings is on June 24.
2. $MU is still undervalued and going lower.
3. You add $MU when it crashes under $700
4. Choose $MU options that expiry 1-2 years
5. Buy and hold $MU OR
6. Put $500-$1000 into $VOO $QQQ each month (safest)
Remember, Trump is telling you what stocks to buy before they SPIKE:
- $NOW $85 β$400+
- $DELL $235 β $800+
- $MU $320 β $3000+
- $IBM $220 β $600+
- $INTC $20 β 400+
So its impossible not to be rich in 2027.
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HYPERMARKET WATCHLIST FOR June 8, 2026
$SPY crash continuation or massive reversal
1. $TSLA β $391 Robotaxi + FSD rerating hasn't happened yet; patient money wins Jan 2027
2. $MU β $864 ATH was $1,089 just on June 3; HBM4 demand cycle just starting, buy dips
3. $DRAM β $55 Pure-play memory ETF, MU + SNDK + Samsung in one; AI memory bottleneck secular story intact
4. $AVGO β $386 Record revenue, 143% YoY AI chip growth, $100B+ FY27 guide reiterated sold off purely on no upside surprise; this is the buy
5. $DELL β $394 AI server revenue up 757% YoY; pulled from $469 ATH on macro fear, not fundamentals
6. $HPE β $49 Just posted strongest AI server quarter ever, 40% revenue growth YoY; tape is disrespecting the print
7. $NVDA β $205 52-week low $140, high $236; Jensen in South Korea closing deals while market panics
8. $IREN β $54 $NVDA owns call options at $70/share; $NVDA partnership is structural floor
9. $INFQ β $17 Quantum computing pure play, early stage; sub-$15 is an accumulation zone Jan 2028 LEAPS
10. $NOW β $112 $30B revenue target by 2030, analyst avg PT $180; beaten down SaaS with real AI monetization
11. $IBM β $305 ATH just hit June 1 at $320; quantum + hybrid cloud re-rating still early
12. $MRVL β $316 Jensen Huang saying MRVL could be a trillion-dollar company; custom ASIC moat is massively underpriced
13. $PLTR β $143 52-week range $122β$207; defense AI spend is multi-decade; dips to $130 are gifts
14. $META β $593 52-week high $796; cheapest Mag7 on forward P/E, more selling probably
15. $MSFT β $417 ATH was $539; Copilot + Azure AI monetization narrative still strongest in enterprise
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$SPY crashed 3% in 1 day and everyone panicked.
It's going to crash at least 10% soon.
I'm adding these gems for 10x swing play:
(stocks returns yesterday vs past year)
1. $AMD: -2.5% | +315%
AI data center revenue +57% YoY. MI450 ramp begins.
2. $INTC: -3.9% | +466%
Turnaround trade. AI server CPUs finally printing real numbers.
3. $SNDK: -1.4% | +4,490%
NAND supply squeeze. No one saw this coming. Everyone missed it.
4. $ARM: -4.5% | +293%
Every AI chip runs on ARM. Royalty flywheel just getting started.
5. $TSLA: -7.7% | +43%
Robotaxi, humanoid, energy. Next decade belongs to full autonomy.
6. $BE: -9.5% | +1,273%
Fuel cells power AI data centers. Oracle deal changes the growth curve.
7. $NOW: -5.0% | -39%
AI workflow automation sleeper. Dip is the setup before the re-rate.
8. $ORCL: -6.4% | +64%
Cloud AI contracts printing. $345 high shows the ceiling hasn't been found.
9. $NVDA: -4.1% | +49%
Hyperscalers have no alternative. Jensen's decade is just beginning.
10. $AAOI: -12.5% | +1,093%
800G transceivers. AI optical backbone play hiding in plain sight.
11. $MRVL: -7.5% | +377%
Jensen said it. Next trillion-dollar company. Custom ASICs win the race.
12. $HPE: -6.8% | +96%
AI server demand exploding. Q2 blowout. Old tech, new AI hardware story.
13. $DELL: -3.0% | +329%
AI PC + server supercycle. Jim Cramer says it's Dell's decade. Hard to argue.
14. $QCOM: -3.0% | +96%
ByteDance AI customer. On-device AI just unlocked a new TAM.
15. $ASTS: -6.6% | +295%
Satellite-to-smartphone broadband. 3 billion potential subscribers.
16. $IONQ: -1.7% | +146%
Trapped-ion quantum. Defense contracts validating the commercial roadmap.
17. $RKLB: -4.0% | +355%
SpaceX IPO lifts all space boats. Neutron rocket = the next growth engine.
18. $NBIS: -8.4% | +459%
Jensen Huang's neocloud pick. Leopold Aschenbrenner's top holding. AI infra pure play.
19. $IREN: -5.5% | +598%
$3.65B GPU financing. Microsoft deal. AI cloud pivot fully underway.
20. $LITE: -8.6% | +975%
$NVDA invested $6.5B in photonics. LITE is the picks-and-shovels winner.
DO NOT MISS this dip opportunity, you don't have to be a genius to be a millionaire by 2030.
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