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Micron tops $1T market cap. $MU +19% after UBS raises price target from $535 to $1,625 on AI demand
Source: [https://finance.yahoo.com/markets/article/micron-tops-1-trillion-in-market-cap-as-ubs-sees-company-becoming-an-ai-giant-134443287.html](https://finance.yahoo.com/markets/article/micron-tops-1-trillion-in-market-cap-as-ubs-sees-company-becoming-an-ai-giant-134443287.html) Micron (MU) had its best day since 2011 on Tuesday, closing at a record high — its 28th of the year — after UBS more than tripled its price target on the memory chipmaker to a Street high of $1,625, arguing that the AI boom has structurally changed …
QCOM DD -- sex robots thesis
Everyone is going on about humanoid sex robots as the next play but nobody has provided any tickers. Bull thesis: **Energy Efficiency** The thing about sex robots is that they require a lot of energy so we want energy efficient chips, hence ARM and QCOM. **Partnerships** Today we got some …
China industrial profits jump 24.7% in April, fastest gain in over two years despite headwinds
What am I doing with this Ebola stock
Ultimate DD on why this is the TOP - Technical Analysis (Cumming Formation)
I am officially calling the top, and I think we will have a sharp pullback to the 7,000 handle area, maybe even touch the 6,900 handle (cuz why not 69), then shoot back up again into year end. If you look at the chart, we just had 2 months of …
SpaceX-Tesla merger chatter reignites as Musk pushes rocket company towards Nasdaq
CLSK & MARA: The Slickest Play in the AI Power Crunch
The AI boom is hitting a wall and it’s not chips or funding. It’s electricity. The power grid was built for slow, steady growth of just 1-2% per year like a boomer’s savings account. AI data centers need massive, always-on loads of 100–1,000+ MW that must run 24/7 without interruption. …
15k on LUNR calls
DD: stock go down a lot quickly today so it should go back up a lot quickly too
The Neo Primitive Renaissance. (NPR) Why sticks and stones will rule the 21st Century
**Executive Summary** After decades of chasing silicon, rare earths, and exotic nanomaterials, the market is waking up to the ultimate renewable, structurally superior, and geopolitically secure materials: wood and stone. These “ancient futurists” offer unmatched carbon negativity, natural electromagnetic properties, inherent durability in extreme environments, and supply chain resilience. We …