Wolfe on $MSFT: "We think that the timing and size of MSFT’s disclosure could support the possibility that MSFT is one of $MU’s early SCA customers" "We estimate ~$10B of our $15B CY26 Capex increase reflects higher memory prices, based on our estimate of memory accounting for ~30% of our prior C2H26 short-lived asset Capex at a ~40% price increase, with the remaining $5B reflecting additional caution around component costs and potential investments to bring capacity online earlier." "we now estimate FY27 FCF to be negative, impacted by our $40B increase to FY27 Capex"

FLAP Quote Token updates on @BNBCHAIN Expanding the stock-paired meme ecosystem on BNB Chain with Microsoft (MSFTb) as a new quote asset. More launch options. More possibilities. Explore now on

36 tokenized stocks, now usable as collateral on Lista. ETFs: SPY, QQQ AI & chips: NVDA, AVGO, TSM, ARM Mega-cap tech: MSFT, GOOGL, META Crypto: COIN, MSTR, HOOD Borrow against any of them at negative rates, as low as -18%. Our bStock campaign continues for 3 more weeks!

Are robots conscious? Discussing with @BradyDale right now 🤖 also: ☑️ Goldman Sachs momentum crash ☑️ @SolunaHoldings hires MSFT exec ☑️ Arizona ending datacenter program?

New Robinhood Stock Tokens Listings: Native is now providing liquidity for 8 Robinhood Stock Tokens on #RobinhoodChain# TSLA (Tesla) NVDA (NVIDIA) AMD (AMD) MU (Micron Technology) SNDK (Sandisk Corporation) SPCX (Space Exploration Technologies) MSFT (Microsoft) CRCL (Circle Internet Group) Explore live markets in:

🚨 NEW ETF LAUNCHES Corgi launched 16 new 2x Daily ETFs today: $MIC Corgi MU 2x Daily ETF $NVC Corgi NVDA 2x Daily ETF $TESC Corgi TSLA 2x Daily ETF $AMDC Corgi AMD 2x Daily ETF $COIX Corgi COIN 2x Daily ETF $GOGL Corgi GOOGL 2x Daily ETF $FBX Corgi META 2x Daily ETF $MSFC Corgi MSFT 2x Daily ETF $MSTC Corgi MSTR 2x Daily ETF $PLTL Corgi PLTR 2x Daily ETF $AMAA Corgi AMZN 2x Daily ETF $SNDC Corgi SNDK 2x Daily ETF $TWSC Corgi TSM 2x Daily ETF $APPC Corgi APP 2x Daily ETF $ASTT Corgi ASTS 2x Daily ETF $UCTX Corgi UCTT 2x Daily ETF