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$Micron Technology (MU.US)$ beat expectation just with lower guidance outlook and it drol like waterfall. wtf
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$Micron Technology (MU.US)$ want to do a small bet for coffee
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Dr. Lisa Su: "We see significant growth opportunities across our data center, client and embedded businesses driven by the insatiable demand for more compute."
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 revenue guidance ~$7.5B ($50M miss).
$Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Arm Holdings (ARM.US)$ $Palantir (PLTR.US)$ $Qualcomm (QCOM.US)$ $Broadcom (AVGO.US)$ $Microsoft (MSFT.US)$
• Revenue +18% Y/Y to $6.8B ($110M beat).
• Gross margin 50% (+3pp Y/Y).
• Operating margin 11% (+7pp Y/Y).
• Non-GAAP EPS $0.92 (in-line).
• Q4 revenue guidance ~$7.5B ($50M miss).
$Advanced Micro Devices (AMD.US)$ $NVIDIA (NVDA.US)$ $Super Micro Computer (SMCI.US)$ $Arm Holdings (ARM.US)$ $Palantir (PLTR.US)$ $Qualcomm (QCOM.US)$ $Broadcom (AVGO.US)$ $Microsoft (MSFT.US)$
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This week’s gonna be solid! Lots of good earnings coming up, and I’ve got my eye on a few stocks. (Entries = E and target exits = T) Let’s make it a good one!
$Zscaler (ZS.US)$ E 185 T 205
$ASML Holding (ASML.US)$ E 700-730 T 900
$Microsoft (MSFT.US)$ E 418-426 T 455-465
$Visa (V.US)$ E 280-282 T 300
$SoFi Technologies (SOFI.US)$ E 11 T 12.5
$Sony (SONY.US)$ E 17.5 T 19.4
$Acadia Healthcare (ACHC.US)$ E 50-52 T 65
$CVS Health (CVS.US)$ E 55-56 T 67-70
$MGP Ingredients (MGPI.US)$ E...
$Zscaler (ZS.US)$ E 185 T 205
$ASML Holding (ASML.US)$ E 700-730 T 900
$Microsoft (MSFT.US)$ E 418-426 T 455-465
$Visa (V.US)$ E 280-282 T 300
$SoFi Technologies (SOFI.US)$ E 11 T 12.5
$Sony (SONY.US)$ E 17.5 T 19.4
$Acadia Healthcare (ACHC.US)$ E 50-52 T 65
$CVS Health (CVS.US)$ E 55-56 T 67-70
$MGP Ingredients (MGPI.US)$ E...
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$POP MART (09992.HK)$ will be expecting to see the sale sky rocket up when it's nearer to holiday season especially Christmas. the buying power of the customers in pop mart is crazy
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$POP MART (09992.HK)$ Shareholding at a high level, usual operation.
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