$Micron Technology (MU.US)$
⭐ Blowout Results Across the Board
Micron’s final major earnings report of the year was nothing short of impressive.
For FY2026 Q1, Micron reported:
- Revenue: USD 13.6 billion
- Adjusted EPS: USD 4.78
Both revenue and earnings far exceeded market expectations, easily achieving a double beat.
On profitability:
- GAAP gross margin: 56%, up sharply quarter-over-quarter and well above...

The $100B headline is really a scale signal
A $100B valuation sounds like venture hype until you map it to what $Alphabet-C (GOOG.US)$ Waymo has actually been doing: turning robotaxis from a science project into a repeatable operating model.
This is not about one flashy demo ride. It is about building a transportation network where growth shows up in weekly trips, weekly miles, and city expansion cadence.
Tesla just reminded the...

$GE Vernova (GEV.US)$ is an energy technology company that builds and services gas and renewable power plants and grid equipment, providing generation and electrification solutions for utilities, industry and increasingly AI data centers worldwide.
GE Vernova's stock price closed over 15% higher at a new all-time high, pushing its market capitalization close to $200 billion, with year-to-date gains already exceeding 120%.
The key numbers behind...

$Invesco QQQ Trust (QQQ.US)$ Shit, my calls didn't fill. Hope this soars on Monday.

$Circle (CRCL.US)$ go go go

$XPeng (XPEV.US)$ waiting for 18, 12 and 6 to add more. long term play

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$XPeng (XPEV.US)$ released its Q3 2025 quarterly report today.
Core Financial Indicators
– Total revenues were RMB 20.38 billion (US$2.86 billion) in Q3 2025, up 101.8% year over year and 11.5% quarter over quarter. The revenue was expected to be CNY 20.4B.
– Net loss was RMB 0.38 billion (US$0.05 billion) for the third quarter of 2025, compared wit...

Xpeng proof robot was real... - YouTube

$Upstart (UPST.US)$ going bankrupt

$Tesla (TSLA.US)$
Tesla shareholders remain reassured,
Stock price fluctuations are seen as normal.
With unwavering belief in the long journey ahead,
They trust Musk to take responsibility.
The rocket's starlink lights the way for long voyages,
Electric drives write a brilliant chapter in a new era.
Through storms, positions are steadfastly held,
At dawn, looking back, all is golden light.