$Micron Technology(MU)$   **Micron (MU): The AI Memory Supercycle is Just Beginning 🚀** "Still Chase?" The answer is an absolute **YES**. Micron is successfully transitioning from a highly cyclical memory manufacturer into an indispensable core AI infrastructure asset. Here is exactly why MU remains a strong conviction buy right now:  * **Mind-Blowing Q3 Revenue:** Micron completely shattered Wall Street expectations by posting a record $41.46 billion in quarterly revenue. This staggering 346% year-over-year surge is directly driven by insatiable AI-related demand.  * **Record-Breaking Profitability:** The company posted an adjusted EPS of $25.11, smashing analyst estimates. Simultaneously, gross margins

$Micron Technology(MU)$  Wall Street remains overwhelmingly bullish on Micron today, driven by a historic recent earnings beat and relentless demand for AI infrastructure.   Here is what is fueling the upside: Historic Q3 Blowout: Micron reported $41.46 billion in revenue and an EPS of $25.11, shattering analyst estimates.   Massive Forward Guidance: Q4 revenue is projected at $50 billion—roughly $7 billion above expectations—proving that the AI memory boom is accelerating rather than slowing down.   Sold-Out Inventory: Driven by the explosive memory requirements of next-generation AI accelerators, Micron's entire High-Bandwidth Memory (HBM) production is completely sold out through the en

$Micron Technology(MU)$   Why Your Confidence Should Be Sky-High This isn't a temporary cyclical spike. Micron is riding a multi-year, structurally locked-in wave: Sold Out Through 2027: Micron's next-generation High-Bandwidth Memory (HBM) is entirely booked out through calendar year 2027, with demand already bleeding into 2028. That provides unparalleled revenue visibility. The Data Center Cash Machine: Data center revenue crossed $25 billion this quarter alone. Enterprise SSD sales more than doubled sequentially, proving the AI buildout is moving faster than analysts modeled.   Breathtaking Guidance: For next quarter, management expects revenue to rocket to $50.0 billion with gross margins widening fur

🚀 SPCX Bull Case The path for SPCX is definitively up: - Day 1: Opens +10% to +30%. The deal is heavily oversubscribed. With a tight 4% free float, supply scarcity will spark an immediate opening pop over $135.  - Strategy: Buying Day One. Waiting means missing immediate index catalysts. Fast-tracked MSCI inclusion on June 13 makes global passive funds forced buyers, protecting your downside.  - 1-Year View: Above $135. Near-term xAI capex is heavy, but Starlink anchors the valuation with highly profitable recurring revenue (10.3M subscribers at a 63% EBITDA margin). 

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  

$GlaxoSmithKline PLC(GSK)$  [Miser]  

$GlaxoSmithKline PLC(GSK)$  [Miser]  

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$GlaxoSmithKline PLC(GSK)$  [Miser]  

$SoFi Technologies Inc.(SOFI)$  [Miser]  

$GlaxoSmithKline PLC(GSK)$  [Miser]