SAP → $260.00 by Oct 4, 2026.

Fresh batch of company write-ups from Substack authors, published from within the last week or so. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com](https://gilescapital.substack.com) # Americas **alphaseeker84** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.1tn) Cheap only on forward earnings assuming a cyclical peak that holds. Michael Burry disclosed a short on July 2. Insiders sold $124.9 million of stock over the past three months. **angsanaanderson** on [**Block**](https://www.angsanaanderson.com/p/block-why-100-revenue-growth-is-misleading) (🇺🇸 XYZ US - US$45bn) Headline 101% revenue growth …