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You've probably heard it by now:
"AI stocks are a bubble."
"It's 1999 all over again."
"Get out before it bursts."
The warnings are everywhere and they're not entirely wrong.
Some tech stocks today are priced on a story, on growth that hasn't shown up in the numbers yet.
But here's what the loudest voices leave out: some of these companies are among the most profitable, well-run businesses in history.
Real earnings.
Real cash flow.
These a...
"AI stocks are a bubble."
"It's 1999 all over again."
"Get out before it bursts."
The warnings are everywhere and they're not entirely wrong.
Some tech stocks today are priced on a story, on growth that hasn't shown up in the numbers yet.
But here's what the loudest voices leave out: some of these companies are among the most profitable, well-run businesses in history.
Real earnings.
Real cash flow.
These a...
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Micron is set to report its fiscal third quarter of 2026 report today after market closes on June 24 session. What to expect ?
Micron shares climbed nearly 4% in early premarket trading on Wednesday ahead of its closely watched third-quarter earnings report due later in the day, which many investors view as a key test of the red-hot rally in memory chip stocks.
Micron shares have surged an astonishing 750% over the past 12 mo...
Micron shares climbed nearly 4% in early premarket trading on Wednesday ahead of its closely watched third-quarter earnings report due later in the day, which many investors view as a key test of the red-hot rally in memory chip stocks.
Micron shares have surged an astonishing 750% over the past 12 mo...
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HBM sold out through all 2026. Shortage lasts "well beyond" that. New US fabs don't ramp until 2028.
🚨 Market Update: Tue $KOSPI (LIST92074.KR)$ -10% · $SK Hynix (000660.KR)$ / $Samsung Electronics (005930.KR)$ each -12%+ · Today both rebounded (Samsung +9%, Hynix +4%) — deleveraging, NOT demand collapse · $Micron Technology (MU.US)$ earnings after close tonight
🎯 Tickers — Long AI Memory · Buying the Dip:
– $Micron Technology (MU.US)$
–...
🚨 Market Update: Tue $KOSPI (LIST92074.KR)$ -10% · $SK Hynix (000660.KR)$ / $Samsung Electronics (005930.KR)$ each -12%+ · Today both rebounded (Samsung +9%, Hynix +4%) — deleveraging, NOT demand collapse · $Micron Technology (MU.US)$ earnings after close tonight
🎯 Tickers — Long AI Memory · Buying the Dip:
– $Micron Technology (MU.US)$
–...
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moomoo's Strategy tab handed me two SPCX trades for one viewSPCX tape: 157.63, barely green, kinda chopping. I'm leaning bullish into end of week but with MU 6/24 AC the whole AI/space-infra complex could swing either way on memory guide. Pulled the Strategy builder, +29% target Jul 17, and it gave me both flavors stacked — Long 150C with 209% RoR if I wanna swing, or Short 152.5P with 62% PoP and 14.85% on collateral if I wanna just collect. Same screen. That's the part that saves me an hour.Lo...
I let moomoo build my AMD trade so I didn't have to math itOk so — AMD sitting at 526.31, popped the Strategy tab and punched in a 657 target (+26%). Bullish arrow, Jul 17 expiry. It spit back a Long 515C, 230% return on risk, 33% PoP, max loss 4,305, profit potential ~9,900. Breakeven drawn right at 558.05 on the payoff chart. Didn't have to scroll the chain, didn't have to plug strikes into a calc, didn't have to guess what 'reasonable' looked like.This is the part I keep coming back to with m...
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Why I stopped guessing AMD strikes — moomoo's Strategy tab does itAMD +1.24% pre-market, MU prints after close tonight and the whole AI-chip complex is gonna move on it. Pulled up the Strategy tab on AMD, set target 657 (+26%), Jul 17. The Long 515C card shows 230% RoR with a 33% PoP — honest about the lottery-ticket math. Right below, Short 590P sitting at 58% return on collateral, 52% PoP, margin 14.6k. Two ways to play the same bullish view, both with the real per-strike stats sized for the a...
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What moomoo's snapshot says about RKLB into the AI-infra rotationRKLB tape: 95.96, +0.88%. Avg cost 108.60 sitting like a brick wall above. Resistance 114.80, support way down at 77.80, profit ratio a sad 16.90%. The 70% range (89.4–127.5) basically covers the chop zone everyone's trapped in.Macro lens — Warsh's Fed leaning higher-for-longer is squeezing every long-duration story, and space names are about as long-duration as it gets. So when MU prints tonight and the whole AI-infra complex eith...
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