Sam

Money Never Sleep!
Tweets are my opinion only, they're not recommendations to Buy or Sell Stocks or Securities.
Trader. Investor. Inventor. Business Man.

[Gary Black @garyblack00]

The question for $MU coming into last night’s earnings was not how big the memory-chip boom is, but how long it can last. The correct answer appears to be: Longer than anyone originally thought.

Perhaps the most important number from last night’s report was 16 -- the number of long-term supply deals Micron has locked in, guaranteeing approximately $100 billion in revenue. That eases fears that the current sky-high prices and margins are unsustainable.

Micron said that once all the supply deals are executed, agreements with either fixed prices or price ceilings close to current levels are expected to represent around 40% of its revenue. Meanwhile, the contracts also come with price floors which the company says will enable gross margins "well above" its peak in any past cycle.

MU skeptics have long worried that the current memory chip shortage was causing memory chip prices to remain artificially elevated. Last night’s earnings commentary and conference call showed management’s conviction that this AI cycle is uniquely sustainable to keep memory chip prices high through at least 2030. If that’s true, at 9x 2027 Adj EPS of $135, $MU at its pre-mkt indication of $1,220 still looks cheap.

Source: Bloomberg

[Negligible Capital @negligible_cap]

*GOOGLE POISED TO LOSE TWO MORE AI STAFFERS TO ANTHROPIC

$GOOG losing 2 more lead researchers to Anthropic. Uh oh

[Lee @ldev117]

$DYNA From the annual on Friday, shows no operations, and now the new descrip on otcm saying offices in 58 cities in 18 countries? Sure sounds like we are going to be getting something sizeable coming in here.

[TATrader86 @TATrader86]

$DYNA chased some here, can be huge!

[Paul Branham @BoilerPaulie]

Allow me to translate this letter from eBay for those who don’t speak legalese:

Ryan,

We got your unsolicited offer to buy eBay for $125/share (half cash, half stock) supported by your 5% economic interest in eBay.

Our board, backed by the usual crew of bankers and lawyers who get paid either way, “thoroughly reviewed” it.

We’re rejecting it. Not because the math doesn’t work. Not because the highly confident letter from TD Securities for up to $20B on top of your $9B+ cash pile is fake. None of that.

We’re rejecting it because your entire approach to running a company is an existential threat to how we like to operate here.

Here are the reasons we feel this way, and the things we considered before paying consultants to write this:

1) We’d rather keep milking eBay as a “standalone” cash cow than let you turn it into something bigger and better.

2) Sure, you’ve got real financing lined up and you “know people” with deep pockets, but we’re going to call it “uncertain” anyway so we don’t have to engage.

3) Your plan would actually force real long-term growth and profitability changes we’d rather not be held accountable for.

4) The debt we pretended you can’t even obtain, the operational integration and focus on seller satisfaction, and most importantly, putting someone like you in charge of the combined entity all sound like a nightmare for our current leadership structure because all of us would have zero job security.

5) The valuation math only looks bad if you ignore the 46% premium you’re offering our shareholders and the upside from fixing eBay the way you fixed GameStop, which we are choosing to do and hoping nobody notices.

6) And I hope we buried the lede far enough here: Your governance and executive incentives are completely incompatible with ours. You and your board take zero cash, no salary, no bonuses, no golden parachutes. You buy shares with your own money and only get paid if shareholders win. We, on the other hand, like our nice, reliable annual payouts regardless of whether the stock is flat or the company is just coasting. We’re not about to hand over our golden goose to a guy who eats only what he kills.

Look, eBay is “strong” and “resilient” in the way every entrenched public company says it is while handing out eight-figure checks and perks to the C-suite. We’ve done the usual incremental stuff: tweaked the marketplace a bit, returned some capital, and we’d like to keep doing that without any cowboy from GameStop coming in and demanding actual skin-in-the-game accountability. Can you just leave us alone?

Our team remains focused on protecting the current regime and delivering “value”… mostly to ourselves and our consultants.

Thanks, but no thanks,

Paul S. Pressler
Chairman of the Board, eBay
(And proud beneficiary of the status quo)

[Manpreet Kailon @preetkailon]

$MU

Piper Sandler said Micron’s 2026 memory is SOLD OUT.
Everyone laughed.

Q1: $13.6B revenue. 57% margins.
Q2: $23.86B revenue. 75% margins.
Q3 guide: $33.5B revenue. 81% margins.
They can only fill 50-66% of customer demand.

New supply? Idaho: 2027. New York: 2030.
This is not a normal chip cycle.

[TBPN @tbpn]

"There's 11,500 employees. It doesn't make sense. I could run that business from my house. It's eBay, it looks the same as it did in 1995. It doesn't need 11,500 employees."

$GME's @ryancohen makes his case for why he's the best person to buy eBay:

"You look at eBay spending $2.5 billion to grow 1 million users. $2 billion in cost cuts between sales and marketing and corporate overhead — it's not a lot. And it's not something that's going to take a few years. It's something that is going to happen fast, fast, fast. Because I'm putting leverage on this thing, and I don't want to run a leveraged business."

"I'm not going to run it hot. I'm going to pay down the leverage. And I'm going to increase earnings."

"They're spending $5.5 billion on operating expenses. On an $11 billion business that has no inventory and is asset light."

Ryan's full response:

[CHItrader @CHItrader]

$HTZ ripping +22% on the $UBER robotaxi partnership

Hertz just launched Oro Mobility – their new play to supply and manage fleets for Uber’s autonomous + driver-led operations.

Lucid Gravity SUVs + Nuro AV tech, Bay Area rollout later this year.

High short interest (~49%) + this could actually move the needle on fleet utilization.

Hertz going from rental king to robotaxi infrastructure player?

What’s your take – squeeze incoming or priced in? $HTZ $UBER

[Gregory, FTA @gregory_FTA]

Bill Ackman watching $CAR but owning $HTZ

[Jon henson @Bezel4455]

$DOMO 🚀 AH ripper up 24%
🔹 Domo is an AI + data products platform that helps enterprises turn data into dashboards, apps, and decision tools 📊
🔹 Big catalyst still in play: the board recently launched a formal strategic alternatives process, including a potential sale or strategic deal 👀
🔹 Traders are leaning into the buyout angle and the company’s push to unlock shareholder value 🔥
🔹 Stronger profitability story has also been building, with management previously pointing to full-year profitability targets 💰
🔹 Shares outstanding: ~41.8M
Eyes on $DOMO — when a small-cap software name gets M&A chatter, things can move fast ⚡
#DOMO #Stocks #AH #Momentum #Breakout
Not a recommendation. Trade at your own risk.

[zerohedge @zerohedge]

*NETFLIX CONFIRMS RECEIVED $2.8B TERMINATION FEE

[Michael Vandi @MichaelVandiRS]

BREAKING: AI can now analyze any stock like a Wall Street analyst (for free).

Here are 10 insane Claude prompts that replace $2,000/month Bloomberg terminals:(Save for later)

[Lee @ldev117]

@JayV80 $BZRD Then you have the Taneja Surgical, Neuroscience & Transplant Tower. Another building bearing the family name. Have posted this stuff before, but, with the merger getting closer, good to know the real potential here. https://t.co/cg0mkcZRaf

[Lee @ldev117]

$BZRD With the filing out Friday, and now VP, the Taneja's should be in full control of things on otcm. All clear for a super 8k and merger to be announced.

[JJ @JayV80]

$BZRD So... We have the CO-OWNERS,CEO, President and Vice President and a partial owner of Belcher pharma taking over the BZRD shell…

Supriya Taneja is the Vice President, General Counsel, and a partial owner and Director of Belcher Pharmaceuticals, a specialty pharmaceutical company based in Largo, Florida.

As the CEO and a managing member of Belcher Pharmaceuticals, Jugal Taneja has been involved in the company's core operations, including the FDA approval processes for their medications and patent-related litigation. The company is primarily owned by Manju Holdings, LLC, which is solely owned by Manju and managed by Jugal Taneja.

[JJ @JayV80]

$BZRD some of the biggest DD around. All easily verified.

BPI Labs has the Same phone number, CEO and company Secretary as listed on OTC markets.

You guys have run crappy tickers with billions floating with much much less verifiable DD.

[amit @amitisinvesting]

berkshire bought Google after 20 years

likely at a $2-$2.8T market cap

and people want to say we are in the next dot-com bubble

the holding company that has more T-bills than the Federal Reserve, $300B in cash, and never touches technology

just bought 17.8M shares of one of the largest capex spenders on the planet projected to spend $93B next year on datacenters while at the same time does $100B+ in net income

and we are somehow in a dot-com bubble

okaaaaaaaaay 🤷‍♀️

[Sam @samdmil]

@PLAUDAI How can I Invest in Plaud?

[Elon Musk @elonmusk]

𝕏 just rolled out an entire new communications stack with encrypted messages, audio/video calls and file transfer.

𝕏 Money comes out soon.

Join us if you want to build cool products.

𝕏 will be the everything app.

[Founder With ADHD @founderwithadhd]

$OPEN leading the trend.