Micron

Micron $MU has gone through an "AI re‑rating" straight out of the textbook: the stock jumped nearly 20%, crossed the $1 trillion market-cap mark, and UBS poured fuel on the fire by raising the price target from 535 to 1 625 USD and declaring that AI is structurally changing the entire memory business.

Which camp are you in? Micron — sell/buy more/hold? For my part, I can say...
Read more

The memory supercycle is here.

Vera Rubin $NVDA will consume 60% of global HBM capacity and prices are shooting into the stratosphere.

$ASML: A monopoly that just confirmed its throne

There are companies that are good, companies that are great. And then there’s ASML — a company without which modern civilization literally cannot manufacture chips. No other company in the world can do what they do. And the results for 2025 only confirmed that.

Micron Technology $MU: A Quiet Advantage the Market Overlooks

While Wall Street is selling MU after record results, the geopolitical crisis in the Persian Gulf is quietly rewriting the rules of the memory market for the next 5 years.

💾 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.

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

Good afternoon, investors.

On 28 October 2025 there will be a major NVIDIA conference that could significantly shake up the tech market with announcements in robotics, AI and new chip platforms. The biggest impact is expected in robotics, autonomous systems and companies connected to the NVIDIA ecosystem.

Do you have any stocks on your radar that could skyrocket after this...
Read more

💾 Micron raises the bar. AI turns memory chips into premium goods.
Micron Technology $MU announced an increase in revenue and profit guidance for the fourth quarter. Growing demand for HBM memory chips for AI data centers puts the company in a favorable position to dictate pricing terms. Shares responded to the news by rising more than 4%.

📈 Micron announces record quarter and ambitious outlook!
In the third fiscal quarter of 2025, Micron Technology $MU demonstrated a return to a growth trajectory. Record revenues of $9.3 billion, a nearly fivefold year-over-year increase in net income, and significant margin improvement across segments show that the memory industry has its strong period ahead.

📅 Key events of the upcoming week!
Markets will react to developments in the Middle East. I'll be watching more results of interesting companies and many other macroeconomic events.

🏭Monday
Services and Manufacturing PMI (US) - Hints of the pace of economic activity in June.
🏘️ Existing Home Sales - We'll see how the US housing market performs.
🎙 Waller's FOMC speech - Possible...
Read more

🏭 Micron raises investment plan to $200 billion!
Micron Technology $MU has announced a significant increase in its investment in US manufacturing and research. The total framework moves to $200 billion, making this plan one of the most ambitious in the history of the US semiconductor industry.

🔌Technology sector under pressure: Nvidia and AMD warn, the whole sector reacts with a sell-off!
Tensions between the US and China are once again rocking the technology market. Chipmakers are reporting higher costs and regulatory uncertainty that is starting to weigh heavily on company results and outlooks.

The most visible case is the company Nvidiawhich has announced that it...
Read more

📉 Micron: Margins overshadow great numbers! 🧠💾
US semiconductor giant Micron Technology $MU released its second fiscal quarter results and the numbers certainly didn't disappoint for me. Revenue was up by 38 %, earnings beat analysts' expectations and the company offered a strong outlook for the period ahead. Still, the stock lost over 8 %due to margins.