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📊 MICRON $MU — Q4 FY2026 RESULTS

💰 Revenue: $54.23B → market expectations: $51.07B ✅ → year-over-year: +379%

💵 Adjusted EPS: $33.42 → market expectations: $31.61 ✅…

Fantastic results, yet the stock is falling. What is the market concerned about with Micron?

These 2 companies were market favorites not long ago, today they are more than 50% below their highs. In my opinion, the market is overreacting to one, while for the other there is good reason for concern.

AppLovin - so far I see a bigger problem in expectations than in the company

Insurance against an Oracle crash is more expensive today than ever before in the company's history. Its rating is just one notch above junk bonds. What this means and why you should care.

Innodata $INOD has made me quite happy over the past month. The stock has added about 35% since the beginning of September, and I bought it just a month ago when I did an analysis of the company.

Join today's stream at 7:00 PM!

We'll be doing a complete analysis of Micron's $MU results, management outlook and the memory segment. But that's not all. Google $GOOG unveiled the new Gemini and a super intelligence is emerging in the US.

See you tonight on Bulios YouTube: https://www.youtube.com/@Bulios_com

Micron's $MU results are out. Here's a complete summary of the numbers, outlook, and the company's plans👇

✅Revenue $54.2B vs. expected $51.5B

✅EPS $33.42 vs. expected $31.82…

11,000 subscribers on YouTube, thank you!

We're certainly not slowing down. This is just the beginning! Today at 7:00 PM we continue with another stream and tomorrow you can look forward to a new video. This time about the German economy and stocks that are currently suffering in that country.

And if you happen not to be subscribed yet, go fix that right now:…

🚨 Tencent’s AI infrastructure push just got a lot bigger. 🤖🇨🇳

According to a Financial Times report cited by Investing.com, Tencent ($0700.HK) has agreed to a $7 billion, five-year lease deal with Oracle ($ORCL) for access to roughly 100,000 advanced AI chips across Oracle data centers in Southeast Asia. 🌏💻

🔹 ~100,000 advanced AI chips 🔹 $7B reported deal value 🔹 ~30% upfront…

Hewlett Packard Enterprise $HPE today received an order worth $1.2 billion from Vultr for servers built on AMD chips for artificial intelligence. The stock reacted with a rise of around 4%.

McDonald's has deployed AI in the US that estimates how much a customer in a given restaurant is willing to pay, and recommends menu prices accordingly.

The first day of October will also be marked by the results of $NKE.

📉Nike is the most shorted in its history.

📉The stock is down 80% from its ATH.…