$SPDR S&P 500 ETF Trust(SPY)$ Feels like we could be in for one of those free money Fridays, it's been a while. I see room to reach 765 going forward, seems straightforward.
$Micron Technology(MU)$ Saw a few people selling MU to buy into an oversubscribed ADR. Honestly, if you come back to MU later, even with less cash, it's fine. Just a light-hearted thought.
If we're talking about the cheapest stock in the entire market, that award has to go to CEG. $Micron Technology(MU)$ and $Wal-Mart(WMT)$ are also in the conversation, along with QQQ.
$Penguin Solutions, Inc.(PENG)$ I'm not trying to hype any stock here, but this looks promising. The company has revenue of $1.4+ and could guide towards $2 billion. It's valued at only $3.34 billion, with 117% institutional ownership. That suggests a significant short interest and potential for a squeeze. I'm looking at $Avis Budget(CAR)$ , $SanDisk Corp.(SNDK)$ , and MU.
Looking at the S&P 500 over the last decade, semiconductor stocks have clearly led the way, driven by the AI and compute supercycle. $NVIDIA(NVDA)$ is up 13,548% – the clear leader, fueled by sustained demand growth across GPUs, AI infrastructure, and data center acceleration. $Advanced Micro Devices(AMD)$ gained 10,113% – a result of strong execution across multiple cycles, benefiting from compute and data center market share gains over time. $Micron Technology(MU)$ rose 7,704% – a beneficiary of the long-duration memory cycle, with returns reflecting repeated expansions within the supercycle. What's notable isn't just the individual gains, bu
$Micron Technology(MU)$ You had to know the last hour before a long weekend would be rough. Coincidence? I don't think so. Next week should be much better.
$Micron Technology(MU)$ A P/E of 6.8x. That's quite a number. I had to double-check it myself. What I'm seeing is a stock trading at roughly 6.8x earnings, with the market basically pricing it like a business in structural decline. But the reality is still strong, with record-level profitability and an earnings scale that rivals some of the biggest mega-cap names. That gap is the whole story. When a company is still printing serious profits but trades like it's breaking down, that disconnect usually doesn't sit there forever. I'm not saying it flips immediately, but this is definitely one of those extreme "price vs. reality" situations that stands out.
Semis are in the middle of one of the strongest relative moves in market history. The $Philadelphia Semiconductor Index(SOX)$ index has been massively outperforming broader equities this year, with semiconductor leadership driving nearly all of the upside in risk assets. What stands out is the concentration of returns - a small group of memory and AI-linked names are doing most of the heavy lifting across the index. $Micron Technology(MU)$ has been one of the key momentum engines in the cycle, while $SanDisk Corp.(SNDK)$ has seen extreme repricing as memory pricing dynamics shifted faster than expected. This is no longer just a cyclical recovery st
$Trio-Tech(TRT)$ Memory and semiconductor related names are in a state of high alert after this news. Just like when SPCX launched its IPO and the space sector rallied hard, this could happen now. We could see a doubling in price by then.