micron beat earnings estimate, stock falls flat, while treasury yields still uptrend. strong result wont make the stock moon. probably priced in long ago, no new excitement. tough market
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
micron beat earnings estimate, stock falls flat, while treasury yields still uptrend. strong result wont make the stock moon. probably priced in long ago, no new excitement. tough market
Micron printed a record $54.2B quarter, guided to $61.5B, and the stock closed flat. A cooler PCE pushed October hike odds below a coin flip, but the 10-year still climbed above 5.2%. Let's dig in 👇💬 ...
should be pumping up post ER
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
should be pumping up post ER
$Micron Tech(MU.US) reports Q4 FY2026 after the US close, Wednesday 30 September — the numbers land around 04:00 SGT Thursday morning, with the call at 05:00. ⏰📊 Where Micron Stands Going InOptions ma...
maybe anthropic same as spcx. dont fomo. dont chase at the start. wait for retrace then buy so that wont get stucked at high price.
Reuters got a first look at Anthropic's IPO prospectus: revenue up 12-fold, a $42 billion net loss, and a $2 trillion valuation target. Meanwhile Treasury yields hit fresh multi-decade highs and gold ...
maybe anthropic same as spcx. dont fomo. dont chase at the start. wait for retrace then buy so that wont get stucked at high price.
Reuters got a first look at Anthropic's IPO prospectus: revenue up 12-fold, a $42 billion net loss, and a $2 trillion valuation target. Meanwhile Treasury yields hit fresh multi-decade highs and gold ...
everyday new stories that cause new pumps or new retrace until all patterns can be thrown out. but nonetheless, every dip is a buy i guess.
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
everyday new stories that cause new pumps or new retrace until all patterns can be thrown out. but nonetheless, every dip is a buy i guess.
Wall Street closed its first up-week in three, then Trump rejected Iran's seven-day Hormuz offer over the weekend, sending Brent higher again and US futures lower into Monday. Microsoft led the week's...
good analysis
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
good analysis
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
oil price up, inflation up, col up, yield up, btc up. Market abit down. probably not nuch broad selling by investors
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
oil price up, inflation up, col up, yield up, btc up. Market abit down. probably not nuch broad selling by investors
Anthropic's $11.6B compute deal sent Akamai up ~21% after hours, even as the 30-year yield hit a 2004 high of 5.5% and Williams called another hike "reasonable" — AI keeps spending while money gets pricier.
bond yields keep rising, good for risk adverse people to put their money in fixed deposit or tbill etc. good for dollar. not good for stock market. higher borrowing cost too. bad market at the moment.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
bond yields keep rising, good for risk adverse people to put their money in fixed deposit or tbill etc. good for dollar. not good for stock market. higher borrowing cost too. bad market at the moment.
The 10-year Treasury yield briefly topped 5%, the highest since 2007. The Fed is hiking again, oil is above $105, and AI infrastructure companies are borrowing heavily — competing with Treasuries for ...
