Michel Laurent

Fervent partisan d'une transformation rapide vers les énergies renouvelables en particulier dans le domaine des transports.

[Made In Canada @MadelnCanada]

“You are Canadian heroes!”

Jesse Marsch delivered an emotional speech to team Canada players after their historic victory win 🔥❤️🇨🇦

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~3.6x
• $INTC ~2.7x
• $LRCX ~2.6x
• $KLAC ~2.4x
• $AMAT ~2.2x
• $ARM ~1.9x
• $ASML ~1.7x
• $ANET ~1.7x
• $LITE ~1.1x
• $TSM ~1.1x
• $COHR ~1.0x
• $AMD ~0.8x
• $CRDO ~0.7x
• $NVDA ~0.7x
• $MRVL ~0.6x
• $AAOI ~0.6x
• $AVGO ~0.5x
• $ON ~0.4x
• $MU ~0.2x
• $SNDK ~0.2x

[Beth Kindig @Beth_Kindig]

In the last 10 months, $MU added over $1 trillion to its market capitalization.

The debate now is whether the memory trade has already peaked, or do shortages and pricing upside suggest there is still more room to run?

Read below.
https://t.co/7sMoKv6Qtx

[Michael | Hypermarkets @itsmichaelluu]

$AMKR — Amkor Technology

What it does: $MU builds the HBM memory. Amkor makes it usable. It packages, stacks, bonds, and tests HBM beside GPUs where AI performance is won or lost.

The world's best memory is worthless if it can't be packaged into working HBM fast enough. Amkor isn't just a supplier anymore it's a critical bottleneck co-designing next-generation AI packages years before launch.

2-year move: $14 → $93 (+560%)

$FORM — FormFactor

What it does: Every Micron memory die is tested before shipping. FormFactor's probe cards verify each HBM layer at the wafer level before it becomes part of a multi-layer stack.

One defective die can ruin an entire 8–12 layer HBM stack. As AI memory becomes more complex, testing becomes exponentially more valuable. No testing. No yield. No HBM shipments.

2-year move: ~$20 → $159 (+700%+)

$RMBS — Rambus

What it does: Rambus supplies the IP and controller technology that allows Micron's memory to communicate with AI processors. Nearly every major memory company licenses its technology.

HBM is useless without a controller directing data traffic. Rambus is effectively the toll booth every AI memory transaction passes through and collects royalties while doing it.

2-year move: ~$40 → $174 (+350–400%)

Most investors only watch who makes AI memory. The biggest winners are often the companies making sure it actually works.

Yes, these 3 are still relatively cheap compared to $MU

♻️RESHARE this post and write 1 comment, I'll DM you call options for these so you can just buy and hold!

Look at the chart they just go up with $MU.

[Wall St Engine @wallstengine]

Susquehanna Raises PT on $MU to $2,000 from $1,750, Maintains Positive Rating

Analyst comments: "MU reported revenue/EPS results and guidance well above consensus and buy-side expectations. We now have higher confidence in MU's ability to sustain gross margin of 80% over the next year, with increased confidence in operating margin of 70%+ over the next few years.

MU raised its demand outlook to reflect a pickup in inferencing. Total server units were raised to high teens, from low double digits previously, but stopped short of quantifying KV Cache demand. Instead, we see the durability of margins coming from the higher portion of contracted revenue in the mix.

The 16 signed strategic customer agreements cover one-fifth of DRAM bits and one-third of NAND bits over the term. When all planned strategic customer agreements are executed, MU expects 50%+ of total revenues under these agreements. Even at the floor, gross margins would stay above the prior peak quarterly margin of 60%.

We also believe the 16 strategic customer agreements position MU to generate meaningful free cash flow in excess of $110B in FY27, the bulk of which should flow to shareholder returns given management's intent to return 100% of excess cash over time. All in all, we now expect annualized EPS potentially reaching $200 exiting FY27."

Analyst: Mehdi Hosseini

[Research & Invest @R_and_Invest]

$MU notes coming in...positive. Leave some for the rainy days gang.
BOA - Memorable Beat $1,550 PT
DAD - New Era In Memory $2,000 PT
KeyBanc - Results Well Above $1,600 PT (from $600)
Mizuho- Solid Guide as Tight Supply Drives SCAs - Buybacks Ahead. PT to $1,375

[Melvin @MelvinInvests]

Micron will be a $4,000 stock and here is why (Save this).

As Sanjay Mehrotra puts it "We are only in the early innings of the significant innovation and productivity that can be unleashed in every part of the global economy over time."

That is a roadmap and the math behind it points toward something most investors still haven't fully priced in.

Q4 revenue guidance came in at $50 billion nearly $7 billion above what Wall Street was expecting for a single quarter.

That number alone would have been Micron's entire annual revenue just two years ago and yet data centers are only the first chapter of this story.

Mehrotra specifically called out robotics, humanoids, and fully autonomous vehicles as the next demand wave on tonight's call and the numbers behind those markets are genuinely staggering.

A Level 4 autonomous vehicle requires over 300GB of DRAM, nearly 20 times more than a standard car today in every single vehicle that rolls off the assembly line.

A humanoid robot will require between 64 and 128GB of DRAM and up to 2TB of NAND storage per unit, giving each one a memory footprint comparable to a high end server.

There are projections for tens of millions of humanoid robots and hundreds of millions of autonomous vehicles over the next decade, and every single one of them runs on Micron memory.

Mehrotra said directly tonight that tight supply conditions are expected to persist beyond calendar 2027 and even with aggressive capital spending Micron can only meet 50 to 67% of medium-term customer demand.

Competitors new capacity will not meaningfully come online until late 2027 at the earliest, meaning the pricing environment Micron operates in today has years left to run.

There was also 16 Strategic Customer Agreements with $100 billion in minimum committed revenue and $22 billion in customer cash deposits already paid, mean that even when the cycle eventually softens, Micron's floor has been permanently reset at a level no prior version of this company ever reached.

Gross margins contractually protected above any peak in the company's prior history, locked through 2030, across half or more of total revenue and that is not a commodity business anymore.

Bullish on memory. Follow @MelvinInvests for more AI, semis, and the next big market themes.

[Wasteland Capital @ecommerceshares]

$MU just delivered the most insane numbers in corporate history: +346% y/y &amp; +74% q/q revenue growth to $41.5bn in quarter revenue, at an astonishing 68% (!) GAAP net income margin.

Just unprecedented growth &amp; margin at this scale.

Earnings like this may never happen again.

.

[Shay Boloor @StockSavvyShay]

$MU expects tight memory conditions to persist beyond calendar 2027 with no clear line of sight on when supply catches up.

Micron also has $22B in customer deposits and strategic commitments while planning to return 100% of excess cash to shareholders over time.

[Milk Road AI @MilkRoadAI]

Micron just reported earnings and the numbers were historic but the most important thing that happened today wasn't the quarterly print (Save this).

It was the three slides on Strategic Customer Agreements.

For 47 years, Micron was a commodity business.

Memory prices went up, Micron made money, memory prices went down, Micron lost money.

Every investor who ever touched the stock lived and died by that cycle but that cycle is now structurally broken.

Micron has signed 16 Strategic Customer Agreements, binding, multi-year, take or pay contracts with customers across data centers, consumer devices, auto, and industrial applications.

Take or pay is the critical phrase in that sentence.

These are not soft purchase commitments or letters of intent but rather legal obligations, customers must buy specific volumes over the contract term, or pay penalties if they don't.

The demand is contractually guaranteed regardless of what happens to the broader memory market.

The agreements run from calendar 2026 through the end of 2030, five full years of committed supply locked in at the exact moment AI infrastructure spending is accelerating into its steepest phase of growth.

The pricing structure is what makes the floor so durable.

The largest agreements have a ceiling price set at current market prices and a guaranteed floor price locked in through the entire term of the agreement.

That floor is set high enough that even in a deep memory downturn, Micron's gross margins under these agreements would still sit well above any peak quarterly margin the company has ever posted in its entire prior history.

Customers have also agreed to provide $22 billion in cash deposits and financial commitments upfront meaning they are literally pre-paying billions of dollars just to secure their memory allocation years in advance.

When fully executed, these SCAs will cover half or more of Micron's total company revenue.

Approximately 40% of all revenue will be locked in at fixed or ceiling prices at or near current market levels, with the remaining SCA volume operating within the guaranteed floor-to-ceiling pricing band.

What Micron has built here is not just a better quarter or a stronger cycle but rather a durable, high-margin, predictable revenue engine on top of what used to be the most volatile business in the entire semiconductor industry

And they have done it by converting their largest customers from buyers of a commodity into long-term partners with billions of dollars of skin in the game.

The boom bust cycle that defined this company for five decades is over.

Milk Road is tracking every detail of Micron's SCA transformation and what it means for the memory market going forward.

Come join Milk Road Pro for just a dollar to get the rest of our AI trades using the link below!

[Evan @StockMKTNewz]

MICRON $MU JUST REPORTED $41.5 BILLION IN QUARTERLY REVENUE

Here is every May quarter over the last decade to put that number in context:

May 2016: $2.9B
May 2017: $5.6B
May 2018: $7.9B
May 2019: $4.8B
May 2020: $5.4B
May 2021: $7.4B
May 2022: $8.6B
May 2023: $3.7B
May 2024: $6.8B
May 2025: $9.3B
May 2026: $41.5B

That is a 4.5x increase year over year and more than the previous four May quarters combined.

[App Economy Insights @EconomyApp]

$MU Micron Q3 FY26 (May quarter).

• Revenue +346% Y/Y to $41.5B ($6.2B beat).
☁️ Cloud Memory +307% Y/Y.
⚙️ Core Data Center +653% Y/Y.
📱 Mobile &amp; Client +254% Y/Y.
🛞 Auto &amp; Embedded +311% Y/Y.
• Non-GAAP EPS $25.11 ($4.83 beat).

[Evan @StockMKTNewz]

Micron $MU CEO Sanjay Mehrotra just said:

“Humanoid robots carry 10 times the amount of memory as an average L2+ vehicle. We expect a sustained substantial multi-decade memory demand cycle to begin in the latter part of this decade.” (H/T @wallstengine)

[Shay Boloor @StockSavvyShay]

$MU ABSOLUTELY CRUSHED THEIR EARNINGS

• Revenue $41.5B vs Est. $35.5B
• EPS $25.11 vs Est. $20.39
• Net Income $33.7B vs Est. $23.9B
• Gross Margin 85% vs Est. 82%

Q4 Guide
• Revenue $50B vs Est. $43B
• EPS $31.00 vs Est. $25.07
• Gross Margin 85% vs Est. 84%

[Frenchie @Frenchie_]

Je vais pleurer, ces résultats sont juste in-sane

Je crois que les gens n’ont pas compris ce que ces chiffres impliquent

Micron vient de faire plus de profit en un seul trimestre que Nvidia au Q2 2025

→ Micron : 28,2 Md$ de net income
→ Nvidia (Q2 calendaire 2025) : 26,4 Md$

Sauf que Nvidia valait ~4 000 Md$ et Micron en vaut 1000 Md$

Deux lectures possibles :

>Soit Micron est massivement sous-évalué, et le marché parie de façon quasi-religieuse sur le fait que la mémoire reste un business cyclique donc « pas de re-rating, jamais ».

>Soit Micron sur-marge, et le marché juge que ces ~85% de marge brute ne sont pas sustainable

Si le paradigme change… attachez vos ceintures.

Parce que voici ce que Micron vient d’annoncer :

FY Q3 2026

>CA : **41,5 Md il y a un an 29Mds
>Marge brute : 84,6% (vs 39% il y a un an)
>Cash-flow opérationnel : 25,4 Md$
>DRAM : 31,3 Md$ | NAND : 9,9 Md$
>16 accords long terme = 22 Md$ d’engagements clients sécurisés

La guidance Q4 :

>CA visé : ~**50 Md)
>Marge brute : ~86%

C’est probablement les meilleurs résultats d’une boite depuis les fameux résultats de Nvidia en 2023

Nvidia avait publié un trimestre correct, mais surtout une guidance totalement explosive : la boîte a guidé environ 11 milliards de dollars de revenus pour le trimestre suivant, alors que le consensus était autour de 7,15 milliards. C’était un écart énorme pour une mega-cap, et ça a marqué le vrai “moment de validation” du trade IA

Vient on s’assister à la même chose ?

[Shanaka Anslem Perera ⚡ @shanaka86]

Elon Musk just named it. Starmind. One million AI satellites, each a flying data center wider than a 747, cooled by panels that glow their heat into the void.

This is not Starlink. Starlink moves internet. Starmind moves thought. Each satellite, the AI1, carries 150 kilowatts of compute on a 70-meter span of solar cells, runs the model on board, and beams the answer down. No building, no grid, no water.

The reason is in SpaceX's own IPO filing. The AI market it values at 26.5 trillion dollars hits a wall of electricity and water that Earth cannot supply at a sane price. Orbit erases both. The sun never sets up there, and a 147-year-old law does the cooling: in a vacuum, heat escapes only as infrared, so a panel facing the 3-kelvin void radiates it straight out, no water touched. Run that panel hotter and it sheds heat 16 times faster for double the temperature. What Earth data centers burn rivers to do, a glowing wing does for nothing.

Musk flagged the problem himself, in the same filing. SpaceX cannot get enough chips to build this yet, and the fab meant to fix that, Terafab, ten times the size of Tesla's Austin gigafactory, may fail. The prototypes do not fly until 2027. Astronomers are already in revolt over a million new lights crossing the sky.

Days ago, Masayoshi Son, who owns the whole AI stack on the ground, called space data centers pointless. Musk just named his and put a million of them on the drawing board. One man is reading his balance sheet. The other is betting on the laws of physics.

The piece works out which one the void rewards.

[Mario Nawfal @MarioNawfal]

🇮🇹🇺🇸 Italy's Meloni responds to Trump:

"President Trump, these constant, unprovoked attacks are senseless.

As for my popularity, being your friend certainly has not helped it, nor does it depend on my relationship with you.

My popularity depends on my ability to defend Italy’s national interest, and that is exactly what I have always done.

[The] use [of American bases in Italy] is governed by agreements that we have always respected, and that cannot be violated as long as I am Prime Minister.

Italy remains a sovereign nation.

In any case, my popularity is none of your concern. I suggest you focus on yours."

Source: Giorgia Meloni via @clashreport / Writer: Oliver

[Mario Nawfal @MarioNawfal]

🇨🇳 One of the world’s largest container ships began its first voyage from Shanghai, and the scale is insane.

The CMA CGM Notre Dame is 400 meters long, can carry more than 24,000 containers in one trip, and was built in China, fueled in China, and launched from China.

It runs on cleaner LNG fuel and uses AI to read weather and ocean currents, choosing safer and faster routes across the Asia-Europe trade corridor.

Source: ShanghaiEyeMagic on YT / Writer: Sol

[Morgan J. Freeman @mjfree]

Here’s Obama's entire speech commemorating his Presidential Center. He reflected (pun intended) on his administration's successes and failures, critiqued the moral rot of contemporary America, and outlined a positive vision of the future -- all without ever mentioning Trump!

Who thinks he’s a master orator?!

[CALL TO ACTIVISM @CalltoActivism]

🚨OMG TRUMP IS GOING TO SHIT HIMSELF

Michelle Obama just got even with Trump by honoring all his achievements INCLUDING WINNING A NOBEL PEACE PRIZE.

This is absolutely epic.