Ghost

ghost of the markets

[Ghost @likeghostmf]

@TrendSpider @Johnt8wo

[Ghost @likeghostmf]

Banks roll in this week, eyes on #JPM #GS #BAC

[Ghost @likeghostmf]

Updated chart #NQ

I'd wait to go long before the 9 week rally fib + trend break retest

Room below 🔴

[Ghost @likeghostmf]

futures gave lots of hints to trim longs and go even go short 👀

still an untested trend break + 9 week rally fib retracement below, position accordingly !

[Ghost @likeghostmf]

the larp meter for this World Cup has exceeded every possible scale fr though

[Ghost @likeghostmf]

Happy 250th to the land of the free, home of the brave 🇺🇸

God bless America man.

[Ghost @likeghostmf]

@BrianFeroldi @Johnt8wo

[Ghost @likeghostmf]

unpopular opinion: while everyone is focussed on the rotation from AI names back into software, the real winners are going to be from small caps for the rest of the year.

Some names have already started to act well. #OSCR #HIMS

#SOFI #OKLO #IONQ ready for game day as well 👀

[Bill Ackman @BillAckman]

An important read on life and enjoying every day.

[Ghost @likeghostmf]

#HOOD great move

[Ghost @likeghostmf]

@LegionHoops I am. Tf is this bullshit LOL

[Ghost @likeghostmf]

@JWeinbachNBA @mhenzo16 hear me out bron back to Miami or GSW, we are so on 👀

[Ghost @likeghostmf]

@TheNBACentel @mhenzo16 free my boy jb

[Ghost @likeghostmf]

@StockSavvyShay @fiscal_ai @Johnt8wo

[Wall St Engine @wallstengine]

MICRON $MU Q3’26 EARNINGS HIGHLIGHTS

🔹 Revenue: $41.46B (Est. $35.5B) 🟢
🔹 Adj. EPS: $25.11 (Est. $20.4) 🟢
🔹 Adj. Gross Margin: 84.9% (Est. 81.8%) 🟢

Q4 Guide:
🔹 Revenue: $50.0B ± $1.0B (Est. $43.4B) 🟢
🔹 Adj. EPS: $31.00 ± $1.00 (Est. $24.3) 🟢
🔹 Gross Margin: 86% (Est. 83%) 🟢
🔹 OpEx: Approximately $1.65B

Q3 Segment Revenue:
🔹 Cloud Memory: $13.76B (Est. $10.69B) 🟢
🔹 Core Data Center: $11.52B (Est. $6.8B) 🟢
🔹 Mobile & Client: $11.52B
🔹 Automotive & Embedded: $4.63B (Est. $3.51B) 🟢

Other Metrics:
🔹 HBM4: In high-volume shipments for lead customer platform
🔹 HBM4E: Volume production expected in calendar 2027
🔹 G9-based PCIe Gen6 high-performance SSD: In high-volume production
🔹 High-capacity 245TB QLC SSD: Shipments commenced

Financials:
🔹 Adj. Gross Margin: $35.199B
🔹 Adj. Operating Income: $33.681B
🔹 Adj. OpEx: $1.518B
🔹 Investments in CapEx, net: $7.1B
🔹 Cash, marketable investments, and restricted cash: $30.2B
🔹 Operating Cash Flow: $25.39B
🔹 Adjusted FCF: $18.3B

Capital Return:
🔹 Dividend: $0.15/share payable July 21, 2026 to shareholders of record as of July 6, 2026

Commentary:

🔸 “Micron’s record fiscal Q3 financial results and even stronger outlook for Q4 reflect the strategic value of memory in the AI era.”

🔸 “Micron is investing at record levels in technology, products and supply to address our customers’ rapidly growing demand.”

🔸 “We believe our multi-year Strategic Customer Agreements will significantly enhance the durability and predictability of Micron’s strong financial performance.”

🔸 Expects tight conditions to persist beyond calendar 2027 due to AI-driven demand across all segments

[Ghost @likeghostmf]

Gold & Silver absolutely burnt the so called metal “investors”.

They’re the same media puppet fed minions who now fomo buy into equities after missing the whole move while smart money exits. This is why you don’t follow the noise & focus on the fundamentals.

Equities always.

[Ghost @likeghostmf]

My World Cup starts today 🥹

[Fabrizio Romano @FabrizioRomano]

🚨🇧🇷 OFFICIAL: Neymar Jr day at the World Cup, he can play and 100% available. 🔙

“Neymar can play, he’s training very well and he’s ready. I am very happy with him”, says Carlo Ancelotti. ✅

[Ghost @likeghostmf]

@yoxics @mhenzo16 starting to like JB

[Ghost @likeghostmf]

Said it once, will say it again #NVDA is the market, the market is NVDA. The sell off was an overvaluation scare which the market didn't like and most of it was tailwinds of what happened with Korea's circuit breakers.

The AI infrastructure is REAL. Y'all aren't bullish enough

[Ghost @likeghostmf]

all time highs in July - iykyk :)

#NQ 35,000 in bound + World Cup finale

America is setting up for a great summer 🇺🇸