💾 Micron reported meteoric growth and nearly tripled revenue!
The company Micron Technology $MU posted results that show how strongly artificial intelligence can transform an entire industry. Revenue nearly tripled year-over-year and the firm significantly beat analysts' expectations.
In fiscal Q3, management expects revenue of about $33.5 billion, above the market estimate of $23.7 billion. The company expects earnings per share of around $19.1, above the estimate of $11.29. Micron expects a margin of about 81% in the following quarter. For comparison: (!fabless!) Nvidia operates with a gross margin of around 71%.
Management expects this massive demand to continue at least until the end of the decade.
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high... Read more
BYD $BY6.F is slowly approaching the North American backyard. According to the Globe and Mail, it’s working on a network of roughly 20 dealerships in Canada — starting in the Greater Toronto Area, then Vancouver, Montreal and Calgary — and is using the new Canadian quota of 49,000 Chinese electric vehicles per year with a reduced tariff of 6.1% instead of the original 100%.
I'm thinking about buying, but my broker eToro only offers 01211.HK. Is that the same as the ticker mentioned above, just traded in HK dollars? My account is in US dollars, so will I be charged a conversion fee?
PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and... Read more
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating... Read more
I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters... Read more
💾 Micron reported meteoric growth and nearly tripled revenue!
The company Micron Technology $MU posted results that show how strongly artificial intelligence can transform an entire industry. Revenue nearly tripled year-over-year and the firm significantly beat analysts' expectations.
...Read more
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In fiscal Q3, management expects revenue of about $33.5 billion, above the market estimate of $23.7 billion. The company expects earnings per share of around $19.1, above the estimate of $11.29. Micron expects a margin of about 81% in the following quarter. For comparison: (!fabless!) Nvidia operates with a gross margin of around 71%.
Management expects this massive demand to continue at least until the end of the decade.
Micron $MU, Sandisk $SNDK and other memory manufacturers are again at new highs.
Micron has gained 62 % year-to-date, Sandisk is up 203 %...
Sure, AI is unstoppable and, thanks to massive CapEx investments by the biggest companies and the never-ending demand, which this week was again confirmed by $NVDA CEO Jensen Huang himself, it looks like these companies will enjoy high...
Read more
Zobrazit další komentáře
Unfortunately I didn't manage to buy these stocks, so I'm holding other chip stocks.
BYD $BY6.F is slowly approaching the North American backyard. According to the Globe and Mail, it’s working on a network of roughly 20 dealerships in Canada — starting in the Greater Toronto Area, then Vancouver, Montreal and Calgary — and is using the new Canadian quota of 49,000 Chinese electric vehicles per year with a reduced tariff of 6.1% instead of the original 100%.
...Read more
Zobrazit další komentáře
I'm thinking about buying, but my broker eToro only offers 01211.HK. Is that the same as the ticker mentioned above, just traded in HK dollars? My account is in US dollars, so will I be charged a conversion fee?
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Micron’s AI supercycle: record profit reshapes how investors view memory
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PPI came in worse than the market expected. And the Fed is watching it very closely.
The number nobody wanted to see
February PPI, the US producer price index, came in at +3.4% year-on-year. The market consensus expected +2.9%. A 0.5 percentage-point difference looks like a small detail at first glance. Unfortunately, in today's situation it is not.
PPI is a precursor to inflation...
Read more
Zobrazit další komentáře
I'm not thrilled about it either, but we need to factor it in, and it might even create some interesting opportunities.
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The endless carousel continues — just a few days ago there were reports of halting H200 production for China due to regulations and shifting capacity to Vera Rubin, and now a reversal: Nvidia $NVDA has licenses from both the US and Beijing and Chinese companies have been given the green light to buy H200s at scale. According to Reuters, players like ByteDance, Alibaba and...
Read more
Zobrazit další komentáře
China accounts for a large share of revenues for $NVDA and $AMD, so this approval is very important.
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LVMH $MC.PA is again below €500
The company of billionaire Bernard Arnault is trading 47% below its 2023 high.
The decline is due to a combination of factors. LVMH reported 2025 revenue of €80.8 billion, a 5% year-on-year decrease. The key Fashion & Leather Goods division, which includes brands like Louis Vuitton and Dior, recorded an organic 5% drop in revenue and operating...
Read more
Zobrazit další komentáře
I’m still holding a position in my portfolio, but I’m leaving it alone and not worrying about it anymore. The situation in France isn’t great, and that doesn’t help these companies either.
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Warning Signs Are Flashing: Could the S&P 500 Be Heading for a 30% Crash?
With all the talk today about Nvidia $NVDA being a "bubble", that becomes harder and harder to believe when you look at what the company actually shows at GTC and the outlook it gives. Jensen Huang isn't just tossing out vague AI dreams—he talks about concrete generations of chips (Blackwell, Vera Rubin, the next GPUs after 2027), the whole ecosystem of software and datacenters...
Read more
Zobrazit další komentáře
I also don't think we're in a bubble. Nvidia is the largest company in the world, and there's a reason for that.
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Nvidia’s GTC 2026: new Groq 3 chip, Vera CPUs and a trillion dollar AI demand call
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