🚀 The $MU Supercycle: Why $800–$1,000 is the New Base Case for 2027 The market is finally realizing that $MU isn't a "memory company"—it's a high-margin AI infrastructure utility. With shares already pushing $390 and 2026 supply 100% sold out, the trajectory to a $1,000 price

Micron’s $MU Coming Double (Possibly Triple) — The AI Memory Shock No One Is Pricing In 1/ I predict Micron is massively mispriced. CES 2026 confirmed the AI memory boom isn’t a cycle — it’s a structural reset. 2/ NVIDIA $NVDA just lit the fuse. At CES 2026, NVIDIA confirmed

I speak with @Nvidia CEO Jensen Huang minutes after the $NVDA call with the stock up 9%. We discuss #OpenAI's #Sora driving further demand, why Nvidia can continue to thrive as the market shifts to inferencing, and more. @CNBCOvertime

Foxconn Chairman Young Liu said global AI server makers continue to face a severe shortage of AI chips, and even if supplies improve in the 2nd half of 2024, it won’t keep up with demand, media report, noting Foxconn gets more Nvidia GPUs than others because it is the world’s

February happens to be one of the best performing months for Nvidia over the last 20 years. $NVDA 71% win rate and average return of +5.38% 📈

$NVDA Q4 Preview: measured, still notable beats, focus turns to GTC, raise PT to $800 - BofA Compelling valuation, <1x PEG ratio, $40+ l-t EPS power NVDA is one the rare large-cap tech stocks trading at 31x/25x CY24/25E PE, below its 45% CY23-25E EPS CAGR. We see a path to $40+

AI NEWS: OpenAI and Microsoft are in talks to back humanoid robotics company, Figure. Plus, huge developments in AI from Tesla Optimus, Neuralink, Tencent, the NYT, CaliExpress, Yelp, and 6 new tools. Here's everything you need to know:

Draw-to-code on Vision Pro: building a functional unit converter. #buildinpublic

AI was born in the cloud, but will flourish on edge devices. $AAPL AI is Advancing with 'Ferret' - In October, Apple introduced its AI model 'Ferret' - Ferret differs from other models by providing more accurate responses to photo information. - Unlike standard models, Ferret