𝔣𝔯𝔞𝔫𝔷☘

♡Music☕🍵Asian Vibes🎶 let's ride on the same ✈ and FLY 燦 ♈ 心 | Kom woda 'so gyon op, gon woda 'so kom daun | 니꺼 네코 ค₍⸍⸌̣ʷ̣̫⸍̣⸌₎ค | 1C1614🙏

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

#22222thTweet hearts everywhere.

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

🫠

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

드디어 할인인데 먹어볼게냠😁

[ヒロクライム🐼 @tannokasa6]

😹😹😹

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

❤️🐴🥴

https://t.co/bL8Ky77SYT

[ceciarmy @ceciarmy]

Un hombre iba junto a su gato cuando, de repente, se encontraron con un músico y el gato decidió demostrar todo su talento. 😭

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

Weh🥴 nabudol ako ng gma😆

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

Enhypen logo looks like a sports bra…i cant unsee okbye~😴

[i like food @messedupfoods]

Omg

[Seven Feeds @sevenfeeds]

Pentingnya peran orang tua dalam pengawasan kepada anak.

Kalo udah begini mau gimana?

[Kathleen Winchell ❤️🤍💙🇺🇸🇺🇸 @KathleenWinche3]

When you forget you’re forty years old! 😁😅

[Milk Road AI @MilkRoadAI]

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this).

Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture.

Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM.

The new Vera CPU needs large amounts of LPDDR5.

RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5.

And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem.

Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it.

Here is what the numbers look like right now.

Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record.

Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15.

These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry.

The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history.

First, the entire 2026 HBM supply is already sold out under multi-year contracts.

CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price.

Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model.

Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS.

At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625.

The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul.

The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled.

Micron trades at roughly 9x forward earnings today.

That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history.

Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis.

Link below!

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

Lakas😅

[말냐 @_malnya_WK]

구름을 타고 여기저기로 다룸다림다 인천시장입니다<여기서 오열함

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

Kaka AI nyo yan😅 kaya pilipins alam nyo na ha wag puro sharmaine😆 https://t.co/Fuaur3jXVD

[CENTAURO @Octavio_01]

Cuando le pido al señor me ayude..

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

😏

[PHIVOLCS-DOST @phivolcs_dost]

LOOK!!! PHIVOLCS’ Ligñon Hill IP Camera records a meteor striking the northern slopes of Mayon Volcano at 10:33 PM this evening, 25 May 2026.

#MayonVolcano

[𝔣𝔯𝔞𝔫𝔷☘ @fjmeraki]

I want 😭

[MOONDROP @MoondropLab]

WUTHERING WAVES x MOONDROP | Collaboration Details Unveiled

🎉 To celebrate the launch, we're giving away this exquisite model to 3 winners worldwide! Just follow, like, and repost. Winners will be revealed on May 26.

This collaboration with WUTHERING WAVES represents a "Resonance" in design and introduces a new sound, merging hardware and software to create a punchy experience and a new symphony for Rovers!

- WUTHERING WAVES × MOONDROP U.C.T.S. Hybrid Dual Driver HiFi Ear-Clip Earphones
May every step of your journey be accompanied by resonant echoes, worthy of listening and remembrance.

- Brand-new Molds, Collaboration Exclusive Earphones, and a Charging Case
Character Themed Color Scheme
Character Themed Decorative Patterns
Tacet Mark Mmotif & Text Design

- New Acoustic Configuration, Fully Optimized!
New Architecture: Features a powerful coaxial dual driver acoustic system with a large bass dynamic driver and a miniature planar treble driver, offering a comprehensive new combination.
New Driver: Employs bass-enhanced microfiber wooden diaphragm, paired with a miniature annular planar treble driver, delivering the rich bass and exceptional highs.
New Protocol: Supports the latest LHDC-V and LC3 HD transmission protocols, enabling master-quality audio transfer with low latency and high fidelity.
New Chip: Equipped with a custom MOONDROP TWS-01 22nm wireless audio SOC chip, comprehensively enhancing the user experience.

- Collaboration Exclusive Customizations:
Exclusive Prompts
Custom Packaging
Custom Lanyard
Character Themed Laser Ticket (Male & Female Rover Versions)
Character Themed Badge (Male & Female Rover Versions)

#WutheringWaves #moondrop

[China pulse 🇨🇳 @Eng_china5]

Jensen Huang, the CEO of NVIDIA, broke away from President Trump’s schedule and headed straight into one of Beijing’s traditional hutongs to enjoy a bowl of zhajiangmian (noodles with soybean paste) from the famous Fangzhuan workshop.