$MU | JPMorgan Raises Micron Technology to Overweight with $1,540.00 PT on Strategic Customer Agreement Transformation and AI Memory Demand Surge
JPMorgan stays bullish as SCAs reshape Micron into a contracted AI memory leader with structurally higher margins.
@ripster47 | @TENETTRADEGROUP | @TenetCharts
$VIVO VivoPower Targets $1.9 Million Annualized EBITDA Uplift from Enrollment of Norway Data Center into Statnett Reserve Markets Demand Response Program
$OSCR 3 weeks later
- Breakout
- Bounced from $12 to $17
- Held on the 200 WMA
- Broke above the 50 WMA
- Bullish trend leading into Earnings on the 6th of May
- Market needs to hear that they reiterate their Revenue guidance for the 2026
- And the share price looks after itself
- PT $23 next
- Wave 3 PT at $45
Straight-forward from here.
Everything he touches turns to gold
Leopold Aschenbrenner's Applied Digital $APLD position is now up +323% since disclosing a $22.7M stake
He opened the position in Q1 2025 at ~$8.62/share
I have been doing this for a very long time. I have seen many fads, systems, gimmicks, personalities, indicators and frauds.
It would be wonderful to see more people return the focus to live real money trading with commonsense.
No ego, no competition, just skill and great risk management.
Doesn't this resemble success still?
$CAKE | Cheesecake Factory Q4 Earnings Highlights
Q4 Results (Beat on EPS, Beat on Revenue):
🔹 EPS: $1.00 beat by $0.01 vs $0.99 consensus
🔹 Revenue: $961.56M up 4.4% YoY vs $948.92M consensus
Comparable Restaurant Sales:
🔹 Comparable sales: -2.2% YoY in Q4
Liquidity & Debt:
🔹 Total available liquidity: $582.2M
🔹 Cash balance: $215.7M
🔹 Revolving credit facility availability: $366.5M with no outstanding balance
🔹 Total debt outstanding: $644.0M
Dividend Announcement:
🔹 Quarterly dividend increase: $0.03 to $0.30 per share
🔹 Payable on March 17, 2026, to shareholders of record on March 4, 2026
$QS is heavily leaning into a high-margin licensing model, in which OEM partners adopt the validated Eagle Line blueprint in their own factories. This strategy aims to de-risk manufacturing scale-up by leveraging partner capital.
🚨 We are again short Archer Aviation $ACHR. We have not commented publicly on Archer for some time, but we believe the Company continues to mislead investors, and may also now have Reg FD problems… We have 3 simple questions for CEO Goldstein. -- CULLPER RESEARCH
@Gabriele_Corno This is all fake garbage. What’s with you posting all off these fake ai garbage videos? They are not even good. I’ve seen some good ai vids that seem realistic. This is straight trash.
@Gabriele_Corno More garbage ai videos posted by this same weirdo. This is one of the worst and dumbest videos I’ve seen. I feel bad for the people that think this is real and write all the nice comments.. I can’t imagine anyone in their right mind would think this is real (are yall ratards?!)
@Gabriele_Corno This is the stupidest ai video I’ve ever seen 🤮,, ai is cool and all but some of these videos are getting ridiculous I wish people would stop making and Posting this garbage.
$VKTX too cheap here. Currently, market doesn't take into consideration that their obesity franchise is very competitive vs $LLY drugs and could be the next winner when company reports ph3 results.
Though, stock has underperformed for a while, but with upcoming maintenance data this year, think stock will have a turnaround story onwards.
Compelling opportunity long term.