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Micron - $MU

Verified Investing president: a Fed rate hike is what brings the 10-year yield down
16 calls: Why he is short oil at $105, the S&P level that would invalidate his bull case, and the Bitcoin line he says holds the whole pattern together
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Milk Road's AI analysts: two of the three have stopped adding to AI infrastructure
10 calls: why Galaxy's crypto arm is the bet on AI power, what Samsung unveiled hours earlier, and the software multiple one analyst says is not coming…
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"That's not a viable product": Buy Hold Rant on the AI safety fight
15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…
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Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex
13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…
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Former Fed trader: two more hikes, and the 2028 dot moved up 50bps
12 calls: Why Warsh's strong-productivity line is not in the data, the 30-year TIPS yield he says is the highest in two decades, and the Treasury…
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Money Flows analyst: AI's CEOs want regulation because it keeps competitors out
10 calls: Why he reads the safety warnings as a public-relations exercise, the three memory and photonics names he is buying, and what he thinks…
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Mike Shepard: Wall Street is asking whether the AI safety pledges are marketing
5 insights: Why the president says safety takes a backseat to China, what Microsoft's 15,000-word manifesto actually asks for, and why chip stocks fell…
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Metz and Shepard: nobody has committed to ending a training run
4 takeaways: How a resignation turned into an industry-wide call for pacing, what the rival labs actually signed up to, and why Congress is unlikely to…
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Jim Cramer: the 30-year Treasury, not fundamentals, sets a stock's price
6 calls: Why Lululemon may be running a kitchen-sink quarter, why Seneca Foods beats an AI data-center stock this year, and the TJX answer that got him…
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Buy Hold Rant: Meta's Muse Added $90B to Its Market Cap in a Day
7 takeaways: ChatGPT's Astra undercuts Opus on price, Tesla's cybercab math nets Tesla just 1% more revenue, and why Micron still beats Broadcom
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Animal Spirits' hosts: hyperscaler debt is now 70% of Treasury issuance
17 takeaways: why higher rates are good news for savers, why Nvidia's operating income now beats Apple's, and how an AI agent got a diner's Resy account…
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Josh Brown: trading the September calendar is astrology for middle aged men
11 takeaways: The 16.1 points momentum has given back since June 22, the $36M of Microsoft call spreads someone closed early, and why Terranova bought…
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