Back then, almost nobody believed $MU could become the next AI mega-cap.
On June 17, 2024, we said it could be the next $NVDA when it was trading around $145.
Since that tweet, $MU has surged more than 700%, surpassed a $1T market cap, and the narrative has finally caught up.
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Top picks for this week.
$MU on ER anticipation (June 26th) and multiple recent analyst upgrades. This has been our top AI pick over the last few months. Small market cap relative to the opportunity. We think it can be the next $NVDA
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$AAPL is now down more than 6% today after raising prices across its MacBook and iPad lineup, citing surging memory chip costs.
The move highlights how rising component costs are beginning to pressure even the world's largest technology companies.
One of the biggest problems in pest control isn't eliminating rodents.
It's preventing the next generation from replacing them.
Traditional methods focus on removal.
@SenesTech ticker SNES is focused on population control.
A fundamentally different approach to a decades-old
Well said! The space trade isn't dead. It's maturing.
The first phase was driven by excitement around the SpaceX halo effect. The next phase will be driven by execution, revenue growth, and milestone delivery.
The easy money has been made. Now the market will start rewarding
Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a major pullback across the whole bucket in the past month:
• $RKLB -46%
• $PL -50%
• $ASTS -52%
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$ASTS continues to stack catalyst after catalyst.
BlueBirds 8, 9, and 10 are now in orbit, BlueBirds 11, 12, and 13 are scheduled for orbital launch in the first half of August.
Now it's all about getting more satellites into orbit and continuing to expand the network. Excited
Vodafone España and Satellite Connect Europe sign commercial agreement to bring satellite-to-mobile broadband connectivity to Spain
saladeprensa.vodafone.es/c/notas-prensa…
BREAKING: Markets are moving lower while $USO jumps after new geopolitical headlines. $SPY$QQQ$IWM$TLT
UKMTO has issued an attack advisory after a commercial vessel sustained bridge damage from an unidentified projectile just off the coast of Oman.
No casualties or
Micron results: I think the biggest take away for me is really simple: Micron made more profit this quarter than NVDA made almost exactly 1 year ago. And next quarter’s guidance is way more than what NVDA made in Q3 of 2025. NVDA did about $35 billion in revenue and $20 billion
$ATLN down 41% today after being up 200% yesterday.
This is no different than crack cocaine. Same with 0DTE options.
Stay away from crap like this.
Trade real companies like $MU instead.
🚨 BREAKING: Micron $MU just delivered another monster quarter.
Revenue, EPS, gross margins, and guidance ALL came in well above expectations.
Q4 revenue guidance of up to $51 billion crushed estimates of $43.2 billion.
For investors looking for a read on AI demand, this was
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$BLZE was a key focus inside our community yesterday.
Initial target: $11.80
Updated target: $12.50
Result: $12.50 hit in AH, resulting in a +$5K gain in the Official Trade Account.
Alpha delivered. 🎯