To The Moon

$Micron Technology(MU)$   US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

$Strategy(MSTR)$   Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR

$Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

$Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

$Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

$Micron Technology(MU)$   Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK

$IREN Ltd(IREN)$   Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated

$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.  Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.  SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets:  Leading

$SanDisk Corp.(SNDK)$   SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.  Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.  SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high

$Palantir Technologies Inc.(PLTR)$   Support, Risk & Stop-loss for Palantir stock Palantir finds support from accumulated volume at $156.54 and this level may hold a buying opportunity as an upwards reaction can be expected when the support is being tested. This stock may move much during the day (volatility) and with a large prediction interval from the Bollinger Band this stock is considered to be "high risk". During the last day, the stock moved $7.79 between high and low, or 4.92%. For the last week, the stock has had daily average volatility of 5.68%. Our recommended stop-loss: $151.00 (-4.69%) (This stock has high daily movements and this gives high risk. There is a sell signal from a pivot top found

$CMBC CAPITAL(01141)$  On August 4, CMBC CAPITAL rose 12.27% in regular trading, trading at HK$0.89/share, with turnover of HK$8.66 million. On the news front, the company released its July share change monthly report on August 3, disclosing cumulative buybacks of 2,529,000 ordinary shares between July 27 and July 31, which remain outstanding and have not yet been cancelled. This confirmed management's continued commitment to supporting the share price. The stock had previously plunged over 70% across five trading sessions after shareholder Smart Fish Wealthlink announced the discounted sale of approximately 31.78 million shares at a total consideration of HK$95.35 million, incurring a loss of HK$25.2 million. The panic selling drove the pri

$CMBC CAPITAL(01141)$   Buy @ $0.63 and Sell @ $1.39 ?

$CMBC CAPITAL(01141)$   @NZinvezt @WhatsappSpy @jowia @JC888 @Benny the Ball  Do I try to buy DCA for CMBC to bring my average lower to $1.3-1.5 ? Is the lowest about $0.63 today ? What recommendation to me ?

$Apple(AAPL)$   Risks for Hold on Apple (AAPL) Stock Given that I'm Hold-rated, I see several risks here. First, given the expensive valuation, if we enter a period in the market where high multiple names fall under pressure, AAPL could be caught up in the rotation. The stock is simply not cheap, and while many see AAPL as a buy-and-hold forever stock, that doesn't mean it can't experience drawdowns. Hardware supply is also a key constraint at this time. Apple is reliant on a small group of suppliers for everything from advanced chips to memory and product assembly. If the company isn't able to get the components it needs to build its products, it could face both cost and timing constraints, which may ultimatel

$Apple(AAPL)$   Summary Apple Inc. receives a Hold rating with a $339 price target, reflecting concerns over valuation versus mega-cap peers. Despite strong Q3 results and robust Services growth, AAPL's premium multiple is not justified by near-term ROIC or EPS growth. iPhone and Services segments drive top-line potential, but margin pressures and high R&D investment limit operating leverage. AI execution and supply chain constraints are key risks; I prefer to await a more attractive entry point for AAPL. Apple Inc. (AAPL) was hit hard after fiscal Q3 earnings last week, and despite what seemed to be a good set of results, the market responded with a considerably negative reaction. While dips seem to be kee

$Palantir Technologies Inc.(PLTR)$   The Palantir stock price declined by -2.60% on the last trading day (Wednesday, 5th Aug 2026), dropping from $162.66 to $158.43.  Throughout the last trading session, the stock experienced a fluctuation of 4.92%, with a low of $158.27 and a high of $166.06. The price has decreased in 6 out of the last 10 days, yet it remains up by 27.18% over the last 2 weeks.  Notably, volume decreased on the last day alongside the stock price, which is generally a positive indicator since volume should correspond with price movements. On the last day, trading volume fell by -111 million shares, resulting in a total of 61 million shares traded, amounting to approximately $9.71 bil

$ASML Holding NV(ASML)$   Green green green and I have a red one with CMBC Capital @JC888  but yea I am green green green for others......hate being scammed !!!

$CMBC CAPITAL(01141)$   @JC888  Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise

$Strategy(MSTR)$   Key Risks: Bitcoin Price Dependency:  MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). "Coin Selling" Logic & Dilution:  The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.