Sam Vaghani

SameinCommon. #commonsense #synergysigmaideals

[Sam Vaghani @SameinCommon]

The Biggest Final Day Comeback Win🏆 for the Presidents Cup #presidentscup #sameincommon

[NBC Sports @NBCSports]

THE BIGGEST FINAL-DAY COMEBACK WIN IN PRESIDENTS CUP HISTORY! THE U.S. TEAM GETS IT DONE! 🏆🇺🇸

[Sam Vaghani @SameinCommon]

Anthropic’s S-1 filing signals a new convergence of AI innovation and strategic capital formation. 📈

🤖 Claude, ChatGPT, Grok, Gemini, Copilot & Llama demonstrate diverse approaches to innovation. 🌐

🔭 The next frontier: frontier capital acceleration, human ingenuity, semantic interoperability & regenerative intelligence.

— Sam Vaghani
#SynergySigma #AI

[Anthropic @AnthropicAI]

Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.

Read more: https://t.co/ofhv0DK3Zp

Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.

[Bloomberg @business]

Verizon reported its strongest third-quarter performance in wireless customer additions in five years, more than twice analysts’ expectations https://t.co/z3t5FmYS6B

[Yahoo Finance @YahooFinance]

Meta beat on the top and bottom lines, and the stock is rising on the news.

$META was up after the company reported third quarter revenue of $64.6 billion versus the $63.3 billion expected. Earnings per share came in at $3.83 versus $3.57.

Fourth quarter revenue guidance of $73 billion to $76 billion has a midpoint above the $73.57 billion Wall Street was looking for.

[Sam Vaghani @SameinCommon]

📡📈 Micron $MU | Q4 FY2026 Post-Earnings Research & Valuation
Micron Sets a New🏆RECORD QUARTER!

📈 Revenue: $54.229B (+379% YoY)
💰 GAAP Net Profit: $37.701B
📊 Gross Margin: 86.8%
🚀 Adjusted EPS: $33.42
💵 Free Cash Flow: $33.199B

🎯 PRE-EARNINGS FORECAST vs. ACTUAL
Revenue: $51.30B → $54.229B (+5.71%)
Adj. EPS: $31.72 → $33.42 (+5.36%)
Forecast Accuracy: 96.0/100

🏦 Sam's UPDATED VALUATION (Intrinsic)
🔹 Pre-Earnings: $1,415.50/share
🔹 Post-Earnings: ~$1,450/share
🔹 Oct. 21 Market Close Price: ~$913.67/share

37.0% below modeled earnings-power value — a potential bargain!

🚀 Implied valuation upside: +58.7%

🔗 Micron Investor Relations: https://t.co/en67MjCW3Z
Despite record earnings and stronger FY2027 guidance, MU has declined ~15% from its pre-earnings price reference.

Is the Market & Wall Street undervaluing Micron's AI-driven memory earnings power?

Valuation is a model, not guaranteed.

#Micron #MU #HBM #AI #Semiconductors #EquityResearch #Valuation

[Micron Technology @MicronTech]

Today, Micron reported our Q4 FY26 financial results. Learn
more: https://t.co/clDt35cWji

[Sam Vaghani @SameinCommon]

@MicronTech 🏆 Congratulations to Micron on a record Q4 FY2026!

📈 $54.229B revenue
💰 $37.701B GAAP net profit
📊 86.8% GAAP gross margin
🚀 $33.42 adjusted EPS
Results exceeded pre-earnings forecasts. The key now: FY2027 growth, margin durability & valuation.
$MU #Micron #AI #HBM

[Sam Vaghani @SameinCommon]

Micron $MU Q4 FY2026 Pre-Earnings Release

Today: Wed., Sept. 30, 2026 Earnings Call: 3:30 PM CT / 4:30 PM ET 📡 After the regular U.S. market close
Micron enters the print after a record FQ3:
📈 Revenue: $41.456B 💰 GAAP EPS: $24.67 📊 Gross Margin: 84.6% 📊 Growth: +73.7% QoQ / +345.7% YoY

Q4 Pre-Earnings Forecast:
🔹 Revenue: ~$51.3B 🔹 Adj. EPS: ~$31.72 🔹 Gross Margin: ~85.3%
Q1 FY27 expectations:
🔹 Revenue: ~$57.4B 🔹 Adj. EPS: ~$35.47
Tonight I’m watching 👇

🧠 FY27 guidance 💾 HBM / DRAM / NAND 📈 Margin durability 💵 FCF + Capex 🏦 Post-call institutional acceptance

Scenario framework:
🟢 Strong beat + strong guide: 28% 🔵 Constructive / base: 40% 🟡 Sell-the-news: 24% 🔴 Disappointment: 8%

📍 Pre-Earnings Reference: ~$1,075
🌙 Sept. 30 Post-Earnings Evening Spread $1,110–$1,180 📈 +3.3% to +9.8% vs. $1,075

This is the initial earnings + conference-call price-discovery window, where Q1 guidance, gross margin, FY27 earnings power and institutional acceptance should dominate.

📅 Thursday, Oct. 1 — Day +1 Spread $1,080–$1,195 📈 +0.5% to +11.2% vs. $1,075
🏦 This is the first full institutional post-earnings session and may determine whether the after-hours move is accepted, extended or retraced.

📅 Friday, Oct. 2 — Day +2 Spread $1,060–$1,205 📊 -1.4% to +12.1% vs. $1,075
Friday becomes the post-earnings settlement / continuation day, incorporating analyst revisions, institutional positioning and the broader macro/yield reaction.

📍 Constructive post-call range: $1,110–$1,180
From ~$1,075 pre-release:
🚀 $1,110 = +3.3% 🚀 $1,165 = +8.4% 🚀 $1,175 = +9.3% 🚀 $1,180 = +9.8% 🚀 $1,195 = +11.2% 🚀 $1,205 = +12.1%

Central earnings-power intrinsic value:
~$1,415/share

My constructive path into week-end is therefore approximately:
📍 $1,075 Pre-Earnings ➡️ 🌙
$1,110–$1,180 Tonight ➡️ 🏦
$1,080–$1,195 Thursday ➡️ 📈
$1,060–$1,205 Friday
These are modeled scenario ranges—not guaranteed price targets. Actual results, forward guidance and market acceptance determine which branch becomes active.
Post-Earnings Reiteration follows after results + guidance.
🔗 https://t.co/FsCMmdRtjA

📡 📈 #Micron 🛰️ #MU #Semiconductors 🪫 #HBM #DRAM #NAND #ArtificialIntelligence 🤖 #EquityResearch #FinancialAnalysis #Valuation #MarketResearch #Earnings #Tech #SameInCommon #SharingCommonSense 📈

[Micron Technology @MicronTech]

A human driver may need about 1.5 seconds to react. An AI-powered car can respond in a fraction of that time, but only if the hardware inside the vehicle is fast enough.

That's why memory matters. It enables vehicles to process data from cameras, LiDAR and radar in real time, helping #AI make decisions in milliseconds.

[Presidents Cup @PresidentsCup]

Scheffler rises to the occasion on the 15th.

#PresidentsCup | #USTeam

[Sam Vaghani @SameinCommon]

https://t.co/KwrfJG4Jau

Did you know the Story of Gator the Boxer is considered one of the greatest comebacks in all of professional combat sports🥊

[The Executives' Club of Chicago @ExecClubChicago]

The Executives’ Club isn’t for everyone.

It’s for leaders who understand that shaping business means shaping people, systems, & communities — and who want to do that with intention.

If this resonates, membership may be a fit.

Explore Membership: https://t.co/50rYNyHoq2

[Lucas Museum of Narrative Art @lucasmuseum]

“Art is in the eye of the beholder." 
See the stories we tell to connect, challenge, and inspire us at the Lucas Museum of Narrative Art.

[FAN EXPO Chicago @fanexpochicago]

Thinking back to the good old days 🥺

#PaulyShore #MichaelBell #StarWarsRebels #StarWarsForceUnleashed #90scartoons

[NVIDIA Robotics @NVIDIARobotics]

140 years of soccer practice in simulation. ⚽

Skild AI’s robot policy learned to dribble, shield, and tackle through self-play in NVIDIA Isaac Sim before being transferred to a real humanoid robot. 👇

[Bloomberg TV @BloombergTV]

Micron, which will publish earnings after the bell, has become one of the most important stocks in the world. Shares are up nearly 300% this year.

Investors want to see what the memory-chip maker tells them about the AI rally https://t.co/t80t8tL0NE

[Sports Illustrated @SInow]

THE WAIT IS OVER. THE KNICKS ARE NBA CHAMPIONS ONCE AGAIN 🏆🗽

[NEW YORK KNICKS @nyknicks]

job’s done ✅

[Big Brain AI @realBigBrainAI]

NVIDIA turned robot development into a one-click AI workflow.