meastik

मेरा कर्म तू ही जाने, क्या बुरा है क्या भला।
तेरे रास्ते पे मैं तो, आँख मूँद के चला।।🔱 🦋💫

[meastik @meastik]

Rajeev Masand, Pink Villa, Hindustan Times, Mumbai Mirror, Filmfare have all written precisely targeted vicious and damaging blinds for Sushant Singh Rajput, follow the thread
#cbiforsushant
#CBIEnquiryForSSR
#JusticeForSushantSinghRajput

[Wall St Engine @wallstengine]

UBS Raises $MU PT to $1,625 from $535, Maintains Buy Rating

Analyst comments: "With LTAs now firmly in place across most of the industry, we are again raising C2027-2029 estimates and expect EPS to remain comfortably >$100 throughout the period, with MU generating over $400B in FCF across the same timeframe. We believe the market will start to put a more normal multiple on the stock, and MU will continue to re-rate higher as more details emerge about the structural changes AI has driven to the entire memory complex. Our supply chain work on Long Term Agreements (LTAs) across the memory industry suggests that up to 30% of DDR volumes industry-wide will soon be locked in at pricing that is just slightly below current levels, and these agreements will allow MU to trade some near-term revenue for demand visibility and a smoother earnings profile. Consequently, we are raising EPS across C27/28/29E to $155/$167/$117 from $133/$122/$77 prior. Considering that investors typically reward stocks for durability and visibility, we see MU’s EPS remaining >$100 through C2029E as testament to the sort of lasting, structural change that should support a shift toward a broader semi multiple. Net, we lift our PT from $535 to $1,625, now based on ~15x NTM P/E versus prior SoTP on C2029E EPS of $117, one-year discounted, and reiterate Buy.

We now expect the DRAM industry to remain undersupplied until at least C2Q28 versus 4Q27 prior, and NAND undersupply to last until 4Q27 versus 3Q27 prior. An additional driver of upside versus our prior model stems from higher HBM ASP ($/GB) assumptions, something we highlighted already early in April, as MU/SK/Samsung intend to rebuild a premium for HBM pricing into C2027, leading us to now model MU HBM ASP up ~50% Y/Y versus +35% Y/Y prior on unchanged MU HBM bit shipment assumptions of 7.78B Gb for C2026 and 12.05B Gb for C2027. Into CQ3:26, our industry model now also considers the impact of LTAs, as primarily reflected in the magnitude of the quarterly DDR, up ~8% Q/Q, and NAND, up ~9% Q/Q, industry contract pricing increase. This implies Q/Q pricing growth now normalizing back toward the low SD% range after three consecutive quarters of pricing increases averaging >50%."

Analyst: Timothy Arcuri

[meastik @meastik]

$MU at $350 exactly two months ago was a gift 💰 and still got enough steam to go over $1000 soon 🚀

[meastik @meastik]

$QCOM ATH crossed $250 - may be a good opportunity to trim at the news or hold maybe till 270ish

[Wall St Engine @wallstengine]

$QCOM STRIKES AI CHIP DEAL WITH BYTEDANCE

Bloomberg reports Qualcomm will supply ByteDance with AI-focused ASICs.

ByteDance is expected to buy millions of Qualcomm chips for AI agent software.

This could make ByteDance one of Qualcomm’s first major AI ASIC customers.

Qualcomm has been trying to expand from smartphone processors into AI infrastructure.

ByteDance is spending heavily too.

SCMP reported its 2026 AI capex was lifted by at least 25% to about $29.4B.

The deal depends on the chips staying within U.S. legal compute thresholds for China.

[meastik @meastik]

$NOK $16 hit 🎯 - now it needs to cross $19 next to fly higher

[meastik @meastik]

Trimmed $NOK yesterday at the top. It seems like $16 is on the cards soon but I will happily take 180% - took a while to get here 😅

[meastik @meastik]

@SpecialSitsNews Why is $BULL included here?

[meastik @meastik]

Trimmed $NOK yesterday at the top. It seems like $16 is on the cards soon but I will happily take 180% - took a while to get here 😅

[meastik @meastik]

Power of Tae @firstadopter ☺️
$QCOM

[tae kim @firstadopter]

Qualcomm Is the Problem Child of the Current Chip Rally $QCOM https://t.co/tj2GyisAxo

[meastik @meastik]

@Iam__abk @ektaspace https://t.co/Q3yhm1BPj9

[meastik @meastik]

Rajeev Masand, Pink Villa, Hindustan Times, Mumbai Mirror, Filmfare have all written precisely targeted vicious and damaging blinds for Sushant Singh Rajput, follow the thread
#cbiforsushant
#CBIEnquiryForSSR
#JusticeForSushantSinghRajput

[meastik @meastik]

@DeepIceValue I don't like $NFLX there might replace it with $PSKY - seems a better bunch to me out of all in spite of already holding long positions except $NFLX

[meastik @meastik]

$INTC printing - quadrupled in a year 💰🤑

[meastik @meastik]

@Sharanyashettyy @centerofright These are the government's and contractors infinite money making projects.

[meastik @meastik]

How to turn a sweetest dad story into a full blown CSI - credit scene investigation 😄
Quite amusing 🍿

[Gee @MusingGee]

His son Babil shared this post on his social media acct. Pls do give credit as due.

[meastik @meastik]

Imagine having to scrub off your faith daily just to keep a job.
This double standard from @Lenskart_com is blatant #discrimination. Shame on @peyushbansal and the govt for letting these corporations slide @PMOIndia @ShobhaBJP @India_NHRC

[Shefali Vaidya. 🇮🇳 @ShefVaidya]

So I confirmed, this is genuine. This is what @peyushbansal tells his employees, hijab is okay, but bindi/tilak/Kalawa is not, for @Lenskart_com, a company that exists in Hindu majority Bharat, where most of the employees and consumers are Hindu! What do you say to this? This is page 11 of the Lenskart style guide for employees. You can find the link here. https://t.co/KOaQq9u11Y

[meastik @meastik]

@BichonRedux This includes the sell volume from Ishbia?

[meastik @meastik]

Wow!! Small biz drowns in paperwork hell and rising costs, while these daycares pocket millions with zero kids!!! Minimal main media coverage. Fraud wins!
@nickshirleyy

[Benny Johnson @bennyjohnson]

Journalist Nick Shirley EXPOSES a Somali daycare in Minnesota with no kids yet receiving millions in funding.

They slam the door in his face.

“You have 102 children, and you got $2.66 million dollars? Where’s the money?”

Well done @nickshirleyy

[meastik @meastik]

$30 so soon.. almost there $WBD 💰💰💰 $PSKY
$NFLX

[meastik @meastik]

$WBD road to $30 $PSKY 💰
$NFLX will ruin the content and studio IMO

[meastik @meastik]

#Dhurandhar is a must-watch cinematic experience. Brilliant story and storytelling, superb casting, powerful acting, visuals, bgm, music are all top-notch n unapologetically realistic. Achieving this feat is no easy task. Hats off to the master craftsman @AdityaDharFilms 🙌

[Aditya Dhar @AdityaDharFilms]

A magic only @shashwatology could create with @diljitdosanjh @hanumankind1 - THE BIGGEST COLLAB OF 2025 🔥

Bitly: https://t.co/afK0Mski4a

Ez-Ez Music Video OUT NOW!

#Dhurandhar in cinemas worldwide from 5th December 🔥

Book your tickets.
🔗 - https://t.co/LN0pcaKa6l

@RanveerOfficial @shashwatology @diljitdosanjh @Hanumankind1
#AkshayKhanna @duttsanjay @ActorMadhavan @rampalarjun #SaraArjun @bolbedibol @AdityaDharFilms #JyotiDeshpande @LokeshDharB62 @jiostudios @B62Studios @saregamaglobal

[meastik @meastik]

$WBD road to $30 $PSKY 💰
$NFLX will ruin the content and studio IMO

[Charles Gasparino @CGasparino]

SCOOP: As reported @paramountco @Skydance is now looking to launch a hostile bid for @wbd because it feels its $30 a share all cash offer is actually higher than what @netflix offered in terms of cash, stock and the value of the spinoff of the cable business--sources. story developing

[Royal Singh 🦁 @Royalsinghz3]

The leftists want me to believe that this NEET rank-holder, who completed his MBBS from a reputed government college, passed all his exams, cleared NEET PG, and secured a job as a doctor, is somehow a mentally unstable and misguided youth who doesn’t understand Islam. He mastered the complexities of the human body, every organ and its functions, yet we’re told he failed to comprehend a single book?