F.

[F. @kopibst]

@itsmichaelluu Lego

[Michael | Hypermarkets @itsmichaelluu]

$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 (±$750M), ~81% gross margin, $19.15 EPS (±$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% → 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 → stock re-rates higher

Any hint of pricing softness in commodity DRAM/NAND → 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 50–66% 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.

♻️ RESHARE this post and write 1 comment, I'll DM you exactly my play to make 1000%

[F. @kopibst]

@itsmichaelluu Let’s see

[Michael | Hypermarkets @itsmichaelluu]

2 years ago, I said buy $ASTS at $2 before it spiked to $130+

Recently, I explained why these would explode:

$SNOW $120 → $320
$HPE $30 → $100
$TE $5 → $20
$KEEL $2 → $18
$DELL $240 → $600

Right now, I'm saying $ORCL is next on June 10 then $MU. Both will be massive earnings.

♻️ RESHARE this post and write 1 comment, I'll DM you right now my $ORCL play for tomorrow.

[F. @kopibst]

@itsmichaelluu @SuperLuckeee Leggo

[Michael | Hypermarkets @itsmichaelluu]

$NVDA split when price hit $1200 last year.

Anyone who bought at $120 is up 100% (doing nothing).

Here's 3 stocks that will SPLIT this year:

🟠 $SNDK ~$1,380
→ 10-for-1 split projected Q3/Q4 2026
→ Post-split price: ~$138
→ Up 3,300%+ in a year. Citi PT: $3,025.

Board has every reason to split.

🔵 $MU ~$681 today
→ 4-for-1 or 5-for-1 split projected Q4 2026/Q1 2027
→ Post-split price: ~$136–$170
→ Hasn't split since May 2000.

HBM4 supercycle just changed the math.

🟣 $LITE — ~$885 today
→ 5-for-1 split projected Q1/Q2 2027
→ Post-split price: ~$177
→ Never split in its history. Just joined the Nasdaq-100.

The catalyst is here.

Remember, we're still early in the AI supercycle so even holding shares through to 2030 or (January 2028 options) will 300%-500% becuase of these splits.

♻️ RESHARE this post and make 1 comment. I'll DM you the exact NVDA contract I'm playing for earnings tonight!

[Mr Wills @Mrwills63]

📌Yesterday, there was a very emotional moment on CBS’s UCL Today, when Thierry Henry took a moment to show his deep respect and admiration for Micah Richards 🥹❤️

“You made me realize something and actually relate to that. So, at the end of my career, I played ten years with extreme pain in my Achilles, on both sides. But I was able to finish my career on my own terms. And you couldn’t do that. So I have the utmost respect for you for… for dealing with that. I don’t know how you handled it mentally.

And yet you’re always here, happy, lifting everyone’s spirits. And I just wanted to tell you that because we don’t take you for granted. I wanted you to know that because sometimes you might feel like you’re not being seen. And we do see you. And I have to say that now you’re in my hero bracket. And you are my favorite on this show. I’ll tell you that.”

Tití will always be pure class.

[Sky Sports Premier League @SkySportsPL]

Sir Alex Ferguson and Sir Kenny Dalglish sharing chocolate buttons at Anfield 🍫

[Ballon d'Or @ballondor]

Ranked at the 18th place for the 2025 Men's Ballon d'Or!

Scott McTominay
@sscnapoli
@ScotlandNT

#ballondor

[Liam Canning @LiamPaulCanning]

What is wrong with Bayindir at corners? Never seen anything like it.

[Chicken Genius @chickengenius]

I wonder why people get so emotional during elections. Singapore elections are over.

If you are POOR, nothing gonna change that. Either change that poor mindset of yours or die being poor.

And yes, money solves most problem.

[F. @kopibst]

@Remzztrades Weeklies?

[F. @kopibst]

@Remzztrades Yes

[F. @kopibst]

@Remzztrades Me!

[Troll Football @TrollFootball]

Man United fans this weekend

[B/R Football @brfootball]

35'—Casemiro error, Salah assist, Díaz goal
42'—Casemiro error, Salah assist, Díaz goal

🔁

[F. @kopibst]

@Remzztrades Play

[F. @kopibst]

@Remzztrades Trade

[Remz @Remzztrades]

$700 to $100k in 3 months in the beginning of 2024

Im going to do it again on X, watch me.

[Remz @Remzztrades]

Choosing the 1st trader (out of 5) who I’ll be trading the next 1k to 100k challenge that starts on September 1st

RT & like to enter (must be following so I can DM winner)

GL, Winner will be picked on Sunday 💵