To The Moon

$Micron Technology(MU)$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM,

$Micron Technology(MU)$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM

$Meta Platforms, Inc.(META)$   Facebook or Meta Platforms have been in the news lately with a series of successful artificial-intelligence launches has given Meta Platforms fresh momentum heading into its third-quarter earnings report on Wednesday — and a reason to spend more. After being written off as an AI laggard for much of the past year, Meta shocked investors with the breakout success of its Muse agent and the recent launch of its Muse Wonder models. Shares of Meta have risen 14% since the launch of Muse in early September. The company is “back on offense with AI,” Bank of America analyst Justin Post wrote in a note last week, adding that further details about Muse adoption will be a main area of focus f

$Neo-Concept International Group Holdings Limited(NCI)$   Neo-Concept International Group Holdings will hold an extraordinary general meeting in Hong Kong on October 29, 2026. Shareholders will vote on consolidating class A and class B ordinary shares at a board-selected ratio between 2-for-1 and 400-for-1. The initial consolidation would take effect by December 31, 2026. A separate proposal would authorize further share consolidations over two years, each at a ratio between 2-for-1 and 500-for-1. Those further consolidations would have a cumulative 500-for-1 cap, excluding the initial consolidation.

$Micron Technology(MU)$   Micron Technology, Inc. is re-rated as a Buy, supported by strong revenue visibility, pricing power, and robust demand through FY30. CXMT’s technological advancements pose a long-term threat, but meaningful competitive impact on MU is unlikely before 2028. MU’s HBM segment is narrowing its margin gap with conventional DRAM, with higher selling prices and strong demand driving margin expansion in FY27. With a $150B backlog and 35%+ revenue covered through 2030, MU’s risk-reward profile remains attractive despite competitive and supply risks.

$Micron Technology(MU)$   The AI Chip Memory market is experiencing hypergrowth. On October 19, Micron Technology rose 3.71% in Regular Trading, trading at $908.71 per share, with turnover of $2.389 billion. The move coincided with a broad rebound across memory, semiconductor, and optical communication names, with Micron Technology, SK Hynix, Western Digital, and Seagate all advancing after a recent pullback in the AI hardware chain. Recent market coverage also highlighted improving investor focus on memory earnings recovery, alongside continued retail inflows into leveraged semiconductor ETFs, reinforcing expectations that AI compute and memory names could shift from valuation compression toward an earnings-back

$Micron Technology(MU)$   Micron shares were down 4.4% at $873.70 in premarket trading. A slide that began at the start of the week on news that China's CXMT was developing a new memory chip has been compounded by fears about the wider AI trade. South Korean memory companies Samsung Electronics and SK Hynix were even harder hit, dropping 9.5% and 11%, respectively, in local trading on Thursday. But the worries are overblown, according to UBS analyst Nicolas Gaudois. He notes that CXMT's so-called 4F square design (4F2) is likely still just a sample product this year and it would take substantial development to maximize efficiency and performance. "Memory stocks are now down 19% from the more recent peak in Septem

$Micron Technology(MU)$   Micron shares were down 4.4% at $873.70 in premarket trading. A slide that began at the start of the week on news that China's CXMT was developing a new memory chip has been compounded by fears about the wider AI trade. South Korean memory companies Samsung Electronics and SK Hynix were even harder hit, dropping 9.5% and 11%, respectively, in local trading on Thursday. But the worries are overblown, according to UBS analyst Nicolas Gaudois. He notes that CXMT's so-called 4F square design (4F2) is likely still just a sample product this year and it would take substantial development to maximize efficiency and performance. "Memory stocks are now down 19% from the more recent peak in Septem

$Micron Technology(MU)$   Micron shares were down 4.4% at $873.70 in premarket trading. A slide that began at the start of the week on news that China's CXMT was developing a new memory chip has been compounded by fears about the wider AI trade. South Korean memory companies Samsung Electronics and SK Hynix were even harder hit, dropping 9.5% and 11%, respectively, in local trading on Thursday. But the worries are overblown, according to UBS analyst Nicolas Gaudois. He notes that CXMT's so-called 4F square design (4F2) is likely still just a sample product this year and it would take substantial development to maximize efficiency and performance. "Memory stocks are now down 19% from the more recent peak in Septem

$Micron Technology(MU)$   Showing how unusual the quarter was, Micron's adjusted free cash flow (the cash left after capital spending) reached $33.2 billion in the fourth quarter of fiscal 2026 (the period ended Sept. 3, 2026). And it's been climbing fast, from $803 million a year earlier and $18.3 billion in fiscal Q3. For all of fiscal 2026, free cash flow totaled $62.3 billion -- up from $3.7 billion in fiscal 2025. In other words, eight years of buybacks now equal around 24% of the free cash flow Micron generated during one quarter.

$Apple(AAPL)$   In other news, Apple received a lower rating from Loop Capital on Tuesday as the firm questioned whether the company can recover planned iPhone shipment cuts, according to a analyst note. Analyst Ananda Baruah lowered Apple's rating to Hold from Buy and reduced his price target to $330 from $370. He also cut his normalized earnings-per-share estimate to $11 from $12. Loop Capital had previously expected Apple to recover much of a roughly 10% reduction in iPhone shipments for the September and December quarters by 2027. The firm now sees less scope for that recovery, raising concerns that weaker demand may be contributing to the cuts rather than supply constraints alone. The outlook also faces pr

$Apple(AAPL)$   Apple received a lower rating from Loop Capital on Tuesday as the firm questioned whether the company can recover planned iPhone shipment cuts, according to a analyst note. Analyst Ananda Baruah lowered Apple's rating to Hold from Buy and reduced his price target to $330 from $370. He also cut his normalized earnings-per-share estimate to $11 from $12. Loop Capital had previously expected Apple to recover much of a roughly 10% reduction in iPhone shipments for the September and December quarters by 2027. The firm now sees less scope for that recovery, raising concerns that weaker demand may be contributing to the cuts rather than supply constraints alone. The outlook also faces pressure from ris

$Apple(AAPL)$   Apple received a lower rating from Loop Capital on Tuesday as the firm questioned whether the company can recover planned iPhone shipment cuts, according to a analyst note. Analyst Ananda Baruah lowered Apple's rating to Hold from Buy and reduced his price target to $330 from $370. He also cut his normalized earnings-per-share estimate to $11 from $12. Loop Capital had previously expected Apple to recover much of a roughly 10% reduction in iPhone shipments for the September and December quarters by 2027. The firm now sees less scope for that recovery, raising concerns that weaker demand may be contributing to the cuts rather than supply constraints alone. The outlook also faces pressure from ris

$Micron Technology(MU)$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM

$Micron Technology(MU)$   In the news today, October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar

$Micron Technology(MU)$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM

On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM, HBM and NAND innovation, where President and Chief Technology and Products Officer Scott DeBoer wi

$Micron Technology(MU)$   In the news today, on October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webi

$Micron Technology(MU)$   In other news today, on October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology we

$Micron Technology(MU)$   On October 21, Micron Technology rose 3.12% in Pre-Market Trading, trading at $926.4199 per share, with turnover of $55.2743 million. The move aligns with fresh company developments pointing to both supply-chain strengthening and technology roadmap visibility. Micron said it plans to invest up to $3 billion to reinforce the U.S. semiconductor supply chain, including funding an expansion project at Indium Corporation’s Rome, New York facility. In return, Indium will enter into a long-term supply agreement with Micron for high-purity minerals, supporting domestic processing capacity for critical semiconductor materials. Separately, Micron is set to host a technology webinar focused on DRAM