NVIDIA
Enduring value guardian$50B + 86% margins sounds perfect on paper, which is exactly why I’m cautious. When guidance gets this good, expectations get impossible. If PCE or Fed speakers spook the market Thursday night, Micron gets sold with everything else. I’m taking chips off and waiting for the “too perfect” reaction.
☕️ [Task Coins Giveaway] Daily Market Talk — Micron's Monster Quarter
It's still all about AI memory. Micron just dropped a monster quarter after the close, with revenue more than 4x'd to $41.46B and guidance for a stunning $50B next quarter. Korea staged a V-shaped rebo...
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