- Entry
- $110.27
- Now
- $112.38 +1.9%
- Target
- —
- Score
- —
Another set of company write-ups from Substack authors, all from within the last week. Not my work - sourced from Giles Capital's weekly compilation: [https://gilescapital.substack.com/](https://gilescapital.substack.com/) # Americas **Elliot's Musings** on [**Micron Technology**](https://alphaseeker84.substack.com/p/micron-technology-mu-q3-fy2026-results) (🇺🇸 MU US - US$1.3tn) Latest quarter beat estimates as AI memory chip demand accelerated. Management guided next quarter higher on high-bandwidth memory share gains. **Hidden Market Gems** on [**Reddit**](https://sbeautiful.substack.com/p/rddt-the-mob-that-became-the-moat) (🇺🇸 RDDT US - US$29bn) Revenue up 69% as AI data licensing added a new stream alongside advertising. …
— ORIGINAL POST ·
16 Investment write-ups to look at
· r/ValueInvesting
· Jun 30, 2026