Ken Low

Owner of 4 koi, a westie & a 100 bagger.

[Formula 1 @F1]

BREAKING: Malaysia will host the Bahrain Grand Prix at Sepang International Circuit from 2-4 October 2026

Positioned between the Azerbaijan and Singapore Grands Prix, this event, which is subject to final agreements and official sign-off, will become the Formula 1 Gulf Air Bahrain Grand Prix in Malaysia

#F1

[Ken Low @thekenlow]

@SubPrime_69 Im happy I sold.

[Ken Low @thekenlow]

@TrendSpider Houstan, we have a problem.

[Semiconductor Insider @SemiconductorsX]

$MU Morgan Stanley just dropped a nuclear bull case.

Morgan Stanley is projecting Micron will print around $400 billion in combined non-GAAP operating income across 2026 and 2027. That is nearly 40% of the current market cap. Let that sink in.

Here are the numbers straight from their model:

- CY2026 Revenue: $172.9B (massive growth)
- Operating Income: $140.7B (81.4% margin)
- CY2027 Revenue: $285.9B (+65%)
- Operating Income: $248.7B (87.0% margin)

Gross margins are modeled at 85% to 89.5%. Yes, you read that right. In memory chips.

It is driven by explosive AI demand for HBM (High Bandwidth Memory). Micron is scaling fast alongside partners. The entire industry is riding the AI infrastructure wave. Memory is the critical bottleneck everyone needs more of.

Of course, nothing is guaranteed. Execution risk, competition from Samsung and SK Hynix, potential cycles, and macro shocks are real.

But when a top bank models 80%+ operating margins on triple-digit billions in revenue, the upside case is absurd.

Memory has always been cyclical. The difference this cycle? Structural AI demand that did not exist before. If Micron delivers even 70% of these numbers, the stock has plenty of room to run.

Position sizing, risk management, and your own due diligence still rule. But the setup is one of the most compelling in semis right now.

[Reuters Asia @ReutersAsia]

Nvidia CEO Jensen Huang met former Sega CEO Shoichiro Irimajiri and game designer Yu Suzuki in Tokyo to thank them for a $5 million investment in 1995 that saved Nvidia from bankruptcy after the company failed to deliver a chip Sega had ordered

[The Edge Singapore @readtheedge_sg]

Almost US$1 bil later, the US still can't make a medical glove https://t.co/frjyGi0Aq7

[Ken Low @thekenlow]

@alojohhardcore Added some at median

[Ken Low @thekenlow]

@nikitabier Condolences.

[Ken Low @thekenlow]

@McburnBurnie @TeslaBoomerMama Seems like good advice - sell Tesla for Micron.

[Ken Low @thekenlow]

@alojohhardcore Thank you, AJ.

[Hamid @hamids]

Holy moly! I finally got around to looking at SpaceX $SPCX filings for IPO...how the heck is SpaceX doing THIS BAD financially!?

- 2025 Revenue growth was just 33%

- In Q1 2026 Revenue growth has slowed to just 15%! 🤯

- X + xAI + Grok had a COMBINED 2025 Revenue of just $3.2 Billion. Twitter, BY ITSELF, before Elon bought it had $5 Billion+ in annual revenue! So Elon has managed to combine Twitter with xAI+Grok and still REDUCED Twitter revenue by 40% in 3 years! 🤯🤯 Mind. Blown!

If it wasn't for the xAI deal with Anthropic, which is estimated to be worth ~$15 Billion per year, SpaceX would be TOAST!

My read on this is that Anthropic, the company that Elon was making fun of until 2 months ago, just saved @elonmusk's SpaceX! @DarioAmodei should've asked for 10% of SpaceX for that deal!

It's safe to say I will be requesting exactly -0- shares of the SpaceX IPO. I think I'm going to get all the shares I want!

P.S. despite the abysmal financials, SpaceX is an absolutely amazing company - StarLink, Falcon 9 and if Starship gets working, are all absolutely incredible achievements of humanity - big fan of the company - not the stock or the $1.7 Trillion+ valuation!

[AJ Investment Research @alojoh]

Two and a half years ago, we published this Nvidia outlook.

In that outlook, we forecast $36.3 billion in earnings for the quarter Nvidia just reported. At the time, a lot of people called us “crazy”, “uber bullish”, and a long list of other pejorative adjectives.

Yesterday, Nvidia reported $45.5 billion earnings.

So, if anything, we were too bearish.

Go back and check the numbers. We beat pretty much every famous research firm’s forecast, and consensus was barely above half of our forecast.

This is why so many investors have learned to trust our research. Not because we shout the loudest, but because we have consistently delivered forecasts that were far closer to reality than almost anyone else.

That is what our research subscription is built on: deep work, conviction, and forecasts investors can actually use.
@nvidia
https://t.co/jq78y7TWEi

[The AI Investor @The_AI_Investor]

the Great Jensen Huang, of Nvidia 😂

[Ken Low @thekenlow]

@hamids @midastouch112 Would you recommend switching Tesla to Micron now?

[Ken Low @thekenlow]

@hamids Great - can I still add given lower forward PE?

[Ken Low @thekenlow]

@hamids @elonmusk You are a brave man to criticize Musk on X. I guess because Zuckerberg has super voting rights, Musk also wants the same.🤣