StableStock 🐳(@StableStock):Monday we flagged tonight as the week's big read — $MU reports after the bell. Consensus: ~$35.6B revenue, ~81.8% gross margin — numbers that would've been unthinkable 18 months ago. This is the clearest read yet on whether the memory super-cycle is structural, not just cyclical. Deutsche Bank just raised its target 50% to $1,500, citing DRAM demand outpacing supply through 2028. The catch: MU has beaten in 9 of the last 10 quarters — and the stock has often sold off anyway, on profit-taking. Strong print ≠ green candle. Watch the reaction, not just the number.

2026.06.24 10:22

Monday we flagged tonight as the week's big read — $MU reports after the bell. Consensus: ~$35.6B revenue, ~81.8% gross margin — numbers that would've been unthinkable 18 months ago. This is the clearest read yet on whether the memory super-cycle is structural, not just cyclical. Deutsche Bank just raised its target 50% to $1,500, citing DRAM demand outpacing supply through 2028. The catch: MU has beaten in 9 of the last 10 quarters — and the stock has often sold off anyway, on profit-taking. Strong print ≠ green candle. Watch the reaction, not just the number.

StableStock 🐳@StableStock

2026.06.22 04:38

The semiconductor narrative is front and center this week. Monday's Nasdaq 100 and S&P 500 rebalance puts passive flows behind $MRVL $ALAB $CRWV $NBIS. SK Hynix ADR approval could come any day — HBM sentiment gets a fresh catalyst. OpenAI's GPT-5.6 is rumoured to drop mid-week, keeping the AI application trade alive. Thursday, $MU reports after the bell — the clearest read yet on whether the memory cycle recovery is real. Friday, Nvidia's AGM puts Blackwell ramp progress and capital return plans in the spotlight.