【Money Market Fund】 US$ MMF Net 7-day Yield: +3.58%* During the week, softer PCE data eased expectations of Fed rate hikes in the near term. However, generally, front-end rates have  broadly decoupled from earlier oil-driven moves, with front-end pricing turning more hawkish toward end‑2026 despite the signing of a memorandum of understanding (MoU) and the gradual resumption of traffic through the Strait of Hormuz. Looking ahead, macro data in coming week is expected to be largely positive. Solid labour market conditions year-to-date has reinforced the Fed’s focus on inflation risks, anchoring a hawkish front-end bias. Meanwhile, the long-end has been supported by improved policy credibility following Warsh’s explicit commitment to price stability. * 7-day net yield is calculated base

$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$  $Invesco QQQ(QQQ)$  I believe Micron’s blockbuster earnings were not just a company-specific event. They may have delivered the catalyst Wall Street was waiting for to reignite the broader AI trade and potentially push the Nasdaq 100 back towards fresh all-time highs. Fundstrat believes Micron’s results could “jump-start” the next $QQQ rally after the index successfully defended critical technical support. Technical roadmap from Mark Newton CMT: 🟢 $QQQ held key support near $704 🟢 A breakout above $720 targets $734 🟢 A move above $743 could open the path towards $763 and then $785 Micron did not simp

Our two prior key calls now appear to have largely played out: First, the pullback in U.S. equities from elevated levels would likely remain within an 8% range; second, crude oil had most likely topped, with WTI futures expected to retest the $65 level in the near term. Review：Oil Plunges, Undercurrents Thrive? June 19 Deal Could Flip — Option Strategy to Capture Time Value Red Alert! The Dollar Just Broke Out—How to Bulletproof Your Stock Portfolio Now！ Many market participants have attributed last night’s strong rebound in U.S. equities to Micron’s better-than-expected earnings. However, it is important to recognize that Micron’s results merely act

This was not a beat. This was a number that rewrote the script. Micron reported fiscal Q3 2026 revenue of $41.5 billion against a Street estimate of $35.7 billion, a 16% beat. EPS came in at $25.11 versus $20.49 expected. Revenue nearly quadrupled year over year from $9 billion to $42 billion. Gross margin jumped to 84.9%. Cloud memory revenue alone rose over 300% to $13.77 billion. CEO Sanjay Mehrotra delivered the line that moved the entire sector: there is no line of sight to AI memory supply catching up with demand, with shortages expected to persist beyond 2027. The stock closed at $1,048.51 the day before earnings and gapped to $1,182 to $1,196 in the immediate aftermath, a move of 14 to 17%. Reuters tallied the read-through into a roughly $400 billion single-session rally across AI

The Micron ($MU) Trajectory: Why an 8.5x P/E is an Optical Illusion, Not Value The Hook: The Low P/E Cyclical Trap On paper, Micron ($MU) trading at 8.5x forward earnings looks like the most screaming buy in the entire technology sector. But in the semiconductor space, a single-digit trailing or forward P/E is often one of the most dangerous value traps in the market. As Peter Lynch famously warned, you buy cyclicals when they have sky-high P/Es (or negative earnings) at the bottom of the cycle, and you sell them when they look dirt cheap on peak earnings. Micron isn't cheap; it’s an expensive stock wearing a low-multiple disguise. The Hard Data: Peak Margins vs. Historical Realities The underlying problem becomes glaringly obvious when you look at how far current financial metrics have dr

📊 Weekly Recap (June 22–26): Micron's Earnings Confirm the Memory Supercycle, Optics Pull Back, NOK Keeps Sliding 1️⃣ Overview This was the week Micron's earnings completely rewrote the narrative. The memory sector took off mid-week, then sentiment flipped hard by Friday — euphoria turned into profit-taking in a single session. NOK kept grinding lower, closing down for a second straight week, and LITE extended its pullback too. Overall, the AI hardware trade showed a clear split this week: strong fundamentals, weak price action. 2️⃣ Key Stock Performance $诺基亚(NOK)$ NOK fell roughly 4% on the week (6/22–6/26), closing down for the second consecutive week at $13.01 on Friday — a near two-month low. Measured from its early-June high near $16.85, the s

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 Micron's fiscal Q3 earnings print on June 24, 2026, served as the market's litmus test for whether AI infrastructure demand is still accelerating or finally cooling. The report sparked a fierce debate across the community: is memory the next structural AI enabler, or are we still trapped in the old boom-and-bust cycle? Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @美股投资young, @nerdbull1669, and @AfraSimon: 1. 美股投资young | Why Micron's Earnings Could

$Micron Technology(MU)$   $Palantir Technologies Inc.(PLTR)$   Micron Technology (MU) Blowout Earnings signal a significant shift in Market Economics even for Military and Cybersecurity Players like Palantir, Tenable and others. Investment Thesis For Palantir (PLTR) Shares of Palantir Technologies Inc. (PLTR) are down almost 40% year to date on the back of a market that is beginning to question which companies can reasonably thrive in the AI era. While Palantir, on the surface, appears to be a major winner in the AI era, exponential growth in large language models, or LLMs, from the AI giant OpenAI (OPENAI), coupled with advancements fr

$Micron Technology(MU)$'s fiscal Q3 2026 earnings, arriving on June 24, 2026, have become a high-stakes "litmus test" for the broader AI infrastructure rally. After a recent 13% pre-earnings plunge, the market is intensely focused on whether the "memory supercycle"—driven by extreme demand for AI-related high-bandwidth memory (HBM)—remains intact or is showing signs of exhaustion. Analysis of the Fiscal Q3 2026 Print The narrative around Micron has shifted from a cyclical commodity memory maker to a vital pillar of the AI hardware ecosystem. The Expectations: Consensus estimates are aggressive, projecting revenue of ~$34.66 billion (up ~272% year-over-year) and EPS of ~$19.95 (up ~942% YoY). The Pre-Earnings Volatility: The stock’s recent 13% drop w

🚨 Samsung, SK Hynix & Micron Hit With DRAM Price-Fixing Lawsuit — Is the AI Memory Super Cycle Cracking? Yesterday’s selloff looked brutal. ● Micron dropped 6.69% ● SanDisk plunged 10.46% ● SOXL sank 14.65% The headline? Three small businesses filed an antitrust lawsuit accusing Samsung, SK Hynix, and Micron of coordinating DRAM supply to keep prices artificially high. At first glance, this sounds terrifying. But should long-term investors really panic? My view: No. This changes very little about the long-term investment thesis. Here’s why. 1️⃣ Lawsuits don’t create or destroy AI demand. The biggest driver behind the current memory boom isn’t manufacturers deciding to raise prices. It’s demand. AI servers now require dramatically more high-bandwidth memory (HBM) than traditional server

Memory stocks got crushed today. The broader market sold off. And suddenly the same questions are everywhere: Is the AI trade over? Has the memory story peaked? Is this the beginning of the AI bubble bursting? Or is Wall Street finally waking up to reality? The funny thing about markets is that everyone feels like Warren Buffett during a bull run. Every gain gets attributed to skill. Every rally feels justified. But the moment volatility returns, conviction disappears. Investors who were comfortable buying after a 300%, 500%, or even 1,000% move suddenly become terrified after a 10% correction. Yet the reality is simple: A stock dropping does not automatically mean the thesis is broken. Price action and fundamentals are not the same thing. And when great companies become cheaper without a

Will $Micron Technology(MU)$ Meet Market Expectations and Litmus Test for All AI Memory and AI Infrastructure?  Micron Technology (NASDAQ: MU) is set to report its fiscal Q3 2026 earnings after the market close on June 24, 2026. This report comes amid sky-high expectations for the memory chip giant, which has become one of the clearest pure-play beneficiaries of the AI boom.  With analysts forecasting explosive growth driven by high-bandwidth memory (HBM)demand for AI data centers, today’s results and forward guidance could serve as a critical litmus test not just for Micron, but for the broader AI infrastructure narrative.  The Numbers in Focus Wall Street is pricing in a blockbuster quarter: • Revenue: Consensus around $34.5–$35.6

The AI revolution has triggered one of the strongest memory supercycles in history. Prices for DRAM and HBM have surged, foundries are running at full capacity, and demand from AI data centers continues to outpace supply. But now, that boom is facing a legal challenge. A class-action lawsuit filed in the U.S. District Court for the Northern District of California alleges that the world's three largest DRAM manufacturers—Samsung Electronics, SK Hynix, and Micron Technology—worked together to restrict the supply of conventional DRAM while prices were rapidly increasing. $Micron Technology(MU)$   $Corgi SK hynix 2x Daily ETF(SK)$   $CSOP Samsung Electronics

Micron’s 13% Pre-Earnings Bloodbath — Is the Memory Super Cycle Dead or Just Resetting? The market just sent a terrifying warning shot across the bow of the semiconductor space. Micron tumbled 13.18% ahead of its earnings report, dragging the memory sector lower. This wasn't a gentle pullback; it was a violent institutional de-risking event. After a parabolic rally to record highs, super-cycle trades saw concentrated profit-taking as investors rushed to de-risk. While after-hours saw a modest 3.68% bounce, tonight's print is do-or-die. The era of buying blindly on AI euphoria is officially facing its first massive digestion phase. 1️⃣ The Contagion Effect: A Sector-Wide Liquidity Vacuum The sheer velocity of this pre-earnings flush is what caught retail traders off guard. The damage wasn't

🚀 Micron Explodes 15% Higher – Is This Just the Beginning of the Memory Super-Cycle? Micron just delivered one of the most impressive earnings reports in semiconductor history, and the market responded exactly as you’d expect – sending shares soaring roughly 15% after hours to around $1,200. But here’s the bigger question: Is this simply another earnings beat, or is it proof that the AI-driven memory super-cycle is still in its early innings? I believe this report strongly supports the bull case. 📊 The Numbers Were Extraordinary ✅ Record Q3 revenue: $41.5B ✅ 74% QoQ growth ✅ 346% YoY growth ✅ Gross margin of 84.9%, briefly surpassing even Nvidia’s margin levels ✅ Fifth consecutive record quarter These are not the numbers of a company nearing the end of a cycle. These are the numbers of a c