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[赤沢りょうせい @ryosei_akazawa]

本日、来日中の #NVIDIAジェンスン・フアンCEO と短時間だけど歓談。

開口一番、赤沢から同CEOに「ジェンスン、今日ひょっとして私の格好マネた？」と訊いたらウケました（"Hilarious!"と仰った(^^)）

赤沢の似合わない革ジャン姿に同CEOとNVIDIAの皆様への心からの歓迎と最大限の敬意を込めました！

[NVIDIA Newsroom @nvidianewsroom]

In Tokyo today, NVIDIA CEO Jensen Huang joined leaders from Fujitsu, Kawasaki Heavy Industries, FANUC, and Yaskawa Electric.

Together, they’re bringing physical AI from national ambition to the factory floors that power industries around the world.

[報道Japan🇯🇵 @twinewss]

日本の子供はどういう教育受けてるんだよ
ってバズった動画

[Hamid @hamids]

In the last 6 months since I've owned $MU, the death of Micron has been confirmed on at least 8 occasions, because:

1) Memory demand peaked 6 months ago
2) NO HELIUM! (remember that? Because of strait of hormuz blockade 🤣)
3) Google Memory Algo is 6x more memory efficient
4) AI is in a bubble that's about to burst
5) Chinese Memory Makers about to flood the market
6) Hyperscalers are scaling back
7) Hyperscalers have over-built AI capacity
8) DRAM Prices are falling!

In the meantime, Micron revenue has gone from:

- $13.6 Billion in Q1
- UP 75% QoQ to $23.8 Billion in Q2
- UP ANOTHER 75% QoQ to $41.5 Billion in Q3

And expected to go up to $50.7 Billion in current quarter, up 350% year-over-year!

I'm starting to think that the people predicting Micron's death might not know what they're talking about. But what do I know!?

[Reuters @Reuters]

Nvidia CEO Jensen Huang met former Sega CEO Shoichiro Irimajiri and game designer Yu Suzuki in Tokyo to thank them for a $5 million investment in 1995 that saved Nvidia from bankruptcy after the company failed to deliver a chip Sega had ordered

[Jake Wujastyk @Jake__Wujastyk]

$MU #MU Right shoulder became much more pronounced today but price remains above the neckline, so no trigger, yet.

[くま🧸|1億貯めても働く商社マン @kuma_asset100m]

人生の本質ってこれだよね。

[バモブラ（Vamos ao Brasil） @camisa8BRASIL]

アーリングハーランドさん(英雄)

🇳🇴ノルウェーを28年ぶりのW杯出場に導き、オスロに帰ったら50000人が待ってた

[バモブラ（Vamos ao Brasil） @camisa8BRASIL]

🇳🇴ノルウェー代表さん
国に帰ったらとんでもない事になっていた！

世界最大のバイキングローは圧巻🥹

[Patient Investor @patientinvestor]

Tom Lee: The Pullback In Semiconductor And Memory Stocks Is A Buying Opportunity.
$MU $SKHY

[Trade Whisperer @TradexWhisperer]

$MU Holy Shit.

Morgan Stanley projects Micron will generate ~$400B in combined operating income across 2026 & 2027. That's nearly 40% of the entire market cap. That's fucking ridiculous.

2026 → 2027
Revenue: $172.9B → $285.9B (+65%)
Operating Income: $140.7B → $248.7B (+77%)

[Semiconductor Insider @SemiconductorsX]

$MU Morgan Stanley just dropped a nuclear bull case.

Morgan Stanley is projecting Micron will print around $400 billion in combined non-GAAP operating income across 2026 and 2027. That is nearly 40% of the current market cap. Let that sink in.

Here are the numbers straight from their model:

- CY2026 Revenue: $172.9B (massive growth)
- Operating Income: $140.7B (81.4% margin)
- CY2027 Revenue: $285.9B (+65%)
- Operating Income: $248.7B (87.0% margin)

Gross margins are modeled at 85% to 89.5%. Yes, you read that right. In memory chips.

It is driven by explosive AI demand for HBM (High Bandwidth Memory). Micron is scaling fast alongside partners. The entire industry is riding the AI infrastructure wave. Memory is the critical bottleneck everyone needs more of.

Of course, nothing is guaranteed. Execution risk, competition from Samsung and SK Hynix, potential cycles, and macro shocks are real.

But when a top bank models 80%+ operating margins on triple-digit billions in revenue, the upside case is absurd.

Memory has always been cyclical. The difference this cycle? Structural AI demand that did not exist before. If Micron delivers even 70% of these numbers, the stock has plenty of room to run.

Position sizing, risk management, and your own due diligence still rule. But the setup is one of the most compelling in semis right now.

[Roundhill Investments @roundhill]

We are pleased to announce that we have secured an allocation to the SK hynix ADR IPO on behalf of the Roundhill Memory ETF $DRAM.

Learn about top holdings and more: https://t.co/twRcItFtrn

$DRAM $SKHYV

[Semiconductor Insider @SemiconductorsX]

If you are into AI stocks and want to know which semiconductor companies are actually printing money, check this out.

Operating margin tells you how much profit a company keeps from every dollar of sales after covering the costs to run the business.

Higher number means more efficient and profitable. Super important in the crazy AI boom where competition is fierce.

Top tier – best-in-class over 50% margins:

Micron (MU) at a whopping 66%
Nvidia (NVDA) right behind at 64%
SK Hynix (SKHY) at 59%
Taiwan Semiconductor (TSM) at 53%.

Nvidia's dominance in AI GPUs is obvious, but Micron and SK Hynix are killing it with memory chips that power AI servers. TSM makes the actual wafers, it is the foundry king.

Next level, elite 40-49%:

Arista Networks (ANET) 43%
Broadcom (AVGO) 43%
KLA (KLAC) 42%
SNDK around 41%.

These are the networking and equipment powerhouses that make AI infrastructure run smoothly.

Strong 30-39%:

ASML 35%
Lam Research (LRCX) 34%
Credo (CRDO) 33%
Western Digital (WDC) 30%.

Solid players in lithography, etching tools, and storage.

Healthy 20-29%:
Applied Materials (AMAT) 29% and Astera Labs (ALAB) 22%.

And the lower ones under 20%:

ARM 18%
Marvell (MRVL) 16%
AMD 12%
Coherent, LITE, and ON around 10%.

In AI, the winners will be the ones who can keep costs down while charging premium prices. High margins mean pricing power and room to invest or return cash to shareholders.

Nvidia's sky-high margins helped it become a trillion-dollar beast. But remember, margins can change with market cycles, new tech, or supply issues.

This chart is a quick snapshot. Not financial advice, obviously. Always do your own research. Markets move fast.

But if you are building a portfolio around AI infrastructure, keeping an eye on these profitability leaders makes sense.

What do you think? Is Nvidia unstoppable or will AMD and others catch up on margins? Drop your thoughts below. Bullish on semis long-term? Let's discuss!

#AI #Semiconductors #NVDA #MU #Investing

[Semiconductor Insider @SemiconductorsX]

TSMC is raising prices on mature-process chip manufacturing by a single-digit percentage in Q4, effective January 2027.

Hikes will vary by customer, according to reports from multiple chip design houses.

This reflects how the AI boom is tightening capacity across older nodes as well. Surging demand for power management ICs, analog chips, and other supporting silicon for AI servers is driving higher utilization.

Advanced node increases (3-10 percent) were already expected. Now legacy processes are following due to resource reallocation and tight 8-inch wafer supply.

Higher costs are likely to flow through to automotive, IoT, consumer electronics, and industrial customers.

#Semiconductors #TSMC #AI

[Chris and the Markets @Tickertalk1]

$MU - buy the sale price.

I think , $MU has a really good chance to be a 2 trillion dollar market capitalization.

You have to believe and more importantly- you have to believe in yourself!

$1500-$2000 by 12/31/26.

[ひすい / 引き寄せ占い師🔮 @Hisui_uraura]

美輪明宏さんが言っていました。

見すぎてはいけないものが5つあります。

他人の豊かさ、過去のお金の失敗、終わったご縁、損をした記憶、まだ起きてもいない不安。

見るべきは、たった一つ。

[The Wealth Wizard @Wealth_WZRD]

Seeing a lot of bearish posts on $MU at $950

Meanwhile the fundamentals keep improving. Demand hasn’t disappeared, it has only accelerated

$MU $1,250 comes very soon

When technicals and fundamentals align, don’t fight the trend. You will get left in the dust

[Vala Afshar @ValaAfshar]

Impossible is nothing.

[Ame.🇸🇳⁶₆⁷ 🐐 @Amzo04]

Une accélération, un espace, et c’est déjà fini. Kylian Mbappé ⚡