To The Moon

Recently,$Micron Technology (MU) $The stock price performed strongly, continuously hitting new historical highs. As of December 24, 2025, it closed at US $276.27, and once hit US $281.86 during the session. The cumulative increase in three days exceeded 22%, and the trading volume was also significantly enlarged, indicating that the market heat remains high. In terms of fundamentals, the company's profitability has steadily improved, with TTM earnings per share reaching US $10.54, a P/E of 26.21 times, higher than the industry average; The price-to-sales ratio is 7.35 x, indicating that investors are highly recognized for its revenue growth prospects. Management's performance guidance is optimistic. It is expected that the median revenue in the next fi

Last week (December 15 to December 21, 2025), the U.S. stock market as a whole showed a trend of differentiation. Led by continued strength in tech stocks, the Nasdaq 100 (QQQ) rose 1.42%, the S&P 500 (SPY) edged up 0.60%, while the traditional cyclical-heavy Dow Jones Industrial Average (DIA) fell 0.35%. Although the index level still maintains a rebound pattern, the rise is mainly concentrated in the technology sector. The strength and weakness within the industry are obviously differentiated, and the market as a whole has not formed a consistent upward trend.From the perspective of drivers, AI-related themes and the rebound of large technology stocks have become the core support of the Nasdaq and S&P. The Nasdaq recorded its largest one-day gain of 1.45% in the week on December

Last Friday, the U.S. stock AI sector rebounded as a whole, and the sentiment picked up significantly. As one of the core targets of the highly elastic AI narrative,$Palantir Technologies Inc. (PLTR) $With a gain of more than 4% on the day, the share price is back above 190. This rebound is more reflected in the restoration of risk appetite and the return of funds at the sector level, rather than the new fundamental changes at the company level. In the context of highly crowded AI concepts and generally high valuations, such rebounds are often more likely to become a rise in sentiment in a volatile structure than the starting point of a new round of trend market.From the perspective of trend structure, PLTR has formed an obvious high and wide fluctua

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On December 17 (Wednesday), Eastern Time, the three major U.S. stock indexes collectively closed down. As of the close, the Dow Jones index fell 0.47%, the S&P 500 index fell 1.16%, and the Nasdaq index fell 1.81%.According to the analysis of Associated Press, artificial intelligence-related stocks fell further, dragging down the U.S. stock market. Investors still question whether the stock price is too high and whether the company's huge investment in artificial intelligence can bring enough profits and productivity. In addition, the huge amount of debt some companies carry is also worrying.According to market sources, a major investor of Oracle Bone Inscriptions has withdrawn from one of its data center projects. Oracle's share price fell more than 5%, triggering a collective decline

$Micron Technology (MU) $The new quarterly financial report will be released on December 17, 2025 (after the U.S. stock market closes). The market pays attention to the pricing and supply and demand environment of HBM and DDR5 driven by AI, as well as the continuity of memory demand from data centers and smart terminals.Market ForecastConsensus estimates show that Micron Technology's total revenue for the quarter is expected to be $12.709 billion, a year-on-year increase of 45.90%; Adjusted earnings per share are expected to be $3.86, a year-over-year increase of 122.52%; EBIT is expected to be US $5.068 billion, a year-on-year increase of 117.68%. The company gave optimistic guidance for this quarter in the last quarter's earnings conference call, foc

$Nike (NKE) $The latest quarterly financial report will be released on December 18, 2025 (after the U.S. stock market closes). The market is paying attention to the profit inflection point brought about by inventory destocking and product mix adjustment and the marginal improvement of channel relationship repair.The market consensus expects Nike's total revenue this quarter to be US $12.221 billion, a year-on-year increase of 0.77%; Gross margin forecast is not disclosed; Net profit or net profit margin forecast is not disclosed; Adjusted earnings per share are expected to be $0.38, down 40.64% year over year, respectively; EBIT is expected to be $696 million, a year-over-year decrease of 37.46%. Among the main businesses disclosed by the company last

Last Friday, the three major U.S. stock indexes closed down across the board. The Dow fell 0.51%, the S&P 500 fell 1.07%, and the Nasdaq closed down 1.69% for weak performance.Cloud computing giant Oracle Bone Inscriptions (ORCL) 's stock price plummeted 12% due to lower-than-expected earnings guidance and a sharp increase in capital expenditure forecast, directly dragging down the entire AI computing power sector. As the core supplier of the AI industry chain,$Nvidia (NVDA) $Highly linked with the capital expenditure of cloud vendors. Oracle's pessimistic guidance has raised market concerns about a short-term peak in demand for AI infrastructure, leading to capital outflows from the semiconductor sector. Chip stocks such as Broadcom and Micron a

On Thursday, Eastern Time, the three major U.S. stock indexes closed mixed, with the S&P 500 Index and the Dow Jones Industrial Average hitting record closing highs. The more tech-weighted Nasdaq underperformed as Oracle's earnings report cast doubts on investors' artificial intelligence (AI) investing prospects. As of the close, the Dow rose 646.26 points, or 1.34%, to 48,704.01 points; The Nasdaq fell 60.30 points, or 0.25%, to 23,593.86 points; The S&P 500 rose 14.31 points, or 0.21%, to 6,900.99 points.Most large technology stocks fell. Google A closed down 2.43%, Nvidia fell 1.55%, Tesla fell 1.01%, Amazon fell 0.65%, Apple fell 0.27%, Meta rose 0.4%, and Microsoft rose 1.03%.Oracle's stock price plummeted 10.8%. The company's quarterly performance guidance fell short of analy

$Broadcom (AVGO) $The latest quarterly financial report will be released on December 11, 2025 (after the U.S. stock market closes). The market pays attention to the momentum and profit resilience of AI network and infrastructure software.The market consensus expects that Broadcom's total revenue this quarter is expected to be US $17.492 billion, a year-on-year increase of 24.14%; Adjusted earnings per share (EPS) are expected to be $1.86, up 34.70% year-over-year; Earnings before interest and taxes (EBIT) are expected to be $11.921 billion, a year-on-year increase of 38.59%. At present, the public consensus expectation does not provide the forecast data of gross profit margin and net profit margin for this quarter, and the update at the company level