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Anthropic’s Birkin Problem… and Why It Might Cost Them the Race
Anthropic knows exactly what paying customers are spending… because they charge a kidney and a liver for access. I personally limit my usage because of it… routing the less critical queries to anot...
Anthropic’s Birkin Problem… and Why It Might Cost Them the Race
Anthropic knows exactly what paying customers are spending… because they charge a kidney and a liver for access. I personally limit my usage because of it… routing the less critical queries to anot...
Cnorm
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Hear me out… I am just a small time retail investor… what do I know about global economy and the war.
But last night, against a backdrop of a Naval Blockade, the potential destruction of non compliant tankers and possible resumption of active warfare… the US indexes led by Nasdaq (the active risk on indicator) closed higher than their opening. And not just marginally… S&P 500 futures opened down 1.1% on Sunday night. By the...
But last night, against a backdrop of a Naval Blockade, the potential destruction of non compliant tankers and possible resumption of active warfare… the US indexes led by Nasdaq (the active risk on indicator) closed higher than their opening. And not just marginally… S&P 500 futures opened down 1.1% on Sunday night. By the...
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Cnorm
Set a live reminder
$ASML Holding (ASML.US)$
ASML Q1 2026 earnings conference call is scheduled for April 15 at 9:00 AM ET / April 15 at 9:00 PM SGT / April 15 at 11:00 PM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from ASML's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what ASML's management has to say!
Disclaimer:
This presentation is for information...
ASML Q1 2026 earnings conference call is scheduled for April 15 at 9:00 AM ET / April 15 at 9:00 PM SGT / April 15 at 11:00 PM AEDT. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from ASML's Q1 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what ASML's management has to say!
Disclaimer:
This presentation is for information...
ASML Holding Q1 2026 earnings conference call
Apr 15 08:00
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So why didn’t the stock surge? Because this historic print landed in a hostile backdrop. The hawkish Fed shifted the macro backdrop between the close and the earnings release. But that’s not the only force… elevated pre-positioning by smart money all week, peak-cycle scepticism around 81% margins and investors debating how much of this is durable run-rate vs peak economics all contributed to the muted after-hours reaction. After hours stock price movement reflects multiple opposing forces collid...
@Cnorm：Hey Moomoo, your analysis reflects the work of a lazy person…
The ‘priced-in’ take is too shallow… This was not a routine beat that the market already anticipated.
Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in!
And then the guidance went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026,’ a 30% dividend increase. Those aren’t ‘we’re The ‘priced-in’ take is too shallow.
This was not a routine beat that the market already anticipated. Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in. And then the call headlines went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026’… a 30% dividend increase. Those aren’t ‘we’re having a good quarter’ numbers. Those are ‘we’re building new factories now that need to be filled with equipment through 2028-2029, and we’re telling you in advance the spending accelerates’!
The Street’s models are mispriced by 40-60% on the forward quarter and the sell-side revision cycle hasn’t even started. It begins tomorrow.
The ‘priced-in’ take is too shallow… This was not a routine beat that the market already anticipated.
Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in!
And then the guidance went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026,’ a 30% dividend increase. Those aren’t ‘we’re The ‘priced-in’ take is too shallow.
This was not a routine beat that the market already anticipated. Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between what the company sees and what analysts were modelling. Nobody priced that in. And then the call headlines went further: FY2026 capex above $25B, equipment spend growing year-over-year in FY2027, construction capex increasing $10B+ in FY2027, supply-demand tight ‘beyond 2026’… a 30% dividend increase. Those aren’t ‘we’re having a good quarter’ numbers. Those are ‘we’re building new factories now that need to be filled with equipment through 2028-2029, and we’re telling you in advance the spending accelerates’!
The Street’s models are mispriced by 40-60% on the forward quarter and the sell-side revision cycle hasn’t even started. It begins tomorrow.
Micron Delivers Blowout Results. So Why Isn’t the Stock Surging?Hey Moomoo, your analysis reflects the work of a lazy person…
The ‘priced-in’ take is too shallow… This was not a routine beat that the market already anticipated.
Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between...
The ‘priced-in’ take is too shallow… This was not a routine beat that the market already anticipated.
Micron reported $12.20 adjusted EPS vs the Street’s $9.21 (32% beat) and $23.86B revenue vs $19.94B expected (20% beat). That part… the quarter itself… smart money had partially positioned for. But the Q3 guide was $19.15 EPS vs the Street’s $11.70. Revenue guide $33.5B vs $23.8B expected. Gross margin 81%. That’s a 64% gap between...
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Facts…
@Cnorm：Hey Moomoo, You got to do a better job in fact-checking. American Rare Earths Ltd (and not USA Rare Earth) was selected to provide feedstock for Department of Energy Minerals to Materials Supply Chain Research Facility Consortium…
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.
In overnight trading, memory chip stocks extend gains.Facts…
@Cnorm：Hey Moomoo, You got to do a better job in fact-checking. American Rare Earths Ltd (and not USA Rare Earth) was selected to provide feedstock for Department of Energy Minerals to Materials Supply Chain Research Facility Consortium…
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been incurred. Please correct the article immediately and strengthen your verification process… because errors like this can materially mislead investors.
In overnight trading, memory chip stocks extend gains.Hey Moomoo, You got to do a better job in fact-checking. American Rare Earths Ltd (and not USA Rare Earth) was selected to provide feedstock for Department of Energy Minerals to Materials Supply Chain Research Facility Consortium…
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been inc...
When inaccurate market-moving information is published, retail investors can be misled into buying the wrong stock based on a false premise. If they later discover the report was wrong after the price moves against them, real financial losses may already have been inc...
US Economic Data
Five releases landed today across two windows… January PCE inflation, the Q4 GDP second estimate, January durable goods at 8:30 AM ET, then JOLTS job openings and Michigan consumer sentiment at 10:00 AM ET. Together they showed an economy that was softening in some places and resilient in others, with sticky core inflation throughout. Not a hawkish shock. Not a dovish relief. The kind of result that confirms th...
Five releases landed today across two windows… January PCE inflation, the Q4 GDP second estimate, January durable goods at 8:30 AM ET, then JOLTS job openings and Michigan consumer sentiment at 10:00 AM ET. Together they showed an economy that was softening in some places and resilient in others, with sticky core inflation throughout. Not a hawkish shock. Not a dovish relief. The kind of result that confirms th...
Three Health Checks On The Economy
The US government released three economic reports at 8:30 AM ET. One for jobs, one for housing, one for trade. Here’s what they showed…
Jobs -> Every week, the government counts how many Americans filed for unemployment benefits for the first time. This week: 213,000, slightly better than the 215,000 expected. In plain English, not many people are getting fired. Weekly claims do not yet show visible labour market str...
The US government released three economic reports at 8:30 AM ET. One for jobs, one for housing, one for trade. Here’s what they showed…
Jobs -> Every week, the government counts how many Americans filed for unemployment benefits for the first time. This week: 213,000, slightly better than the 215,000 expected. In plain English, not many people are getting fired. Weekly claims do not yet show visible labour market str...
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