$MU has confirmed that they can only supply 50% of their customers needs
Micron entire HBM production capacity for 2026 and 2027 is already completed sold out
And you’re bearish on the best company in 2026?!
Life was alot easier when semiconductor stocks were 🟢
Can someone bring them back from the dead?
I want to see ALL TIME HIGHS AGAIN
YA HEARD?!
$MU $SNDK $NBIS $AMD
Every company during their earnings have confirmed memory is far worse than expected
But memory stocks like $MU and $SNDK have been dropping
People will realize memory is not cyclical anymore
Buy when other fears
That’s how we separate from the pack
Sometimes, I think about putting my entire $400,000 portfolio into $JEPQ and let the dividends compound for the next 30 years
I’m currently 30, is that a good idea?
Be honest with me
$NBIS
Goldman Sachs just raised the price target from $286 to $328 while maintaining a BUY rating
You can still buy Nebius at $208
Why are more people not buying a stock that’s almost half off?!
What’s the better buy right now?
$NBIS is projected to make $900M to $22B in the next 3 years
Or
$CRWV is projected to make $6B to 40B in the next 3 years