Link in my bio to join my discord where I post market breakdown + the stocks I’m watching 🚀 Micron reports...

NVDANeutralLow ConvictionResearch Only

NVIDIA's next-generation Vera Rubin AI platform is a key factor for Micron's potential memory supply, with its supplier status currently unclear.

AMZNNeutralLow ConvictionResearch Only

Amazon's increasing capital expenditures are cited as evidence of strong, sustained AI spending across the industry.

GOOGLNeutralLow ConvictionResearch Only

Alphabet's increasing capital expenditures are cited as evidence of strong, sustained AI spending across the industry.

METANeutralLow ConvictionResearch Only

Meta's increasing capital expenditures are cited as evidence of strong, sustained AI spending across the industry.

MSFTNeutralLow ConvictionResearch Only

Microsoft's increasing capital expenditures are cited as evidence of strong, sustained AI spending across the industry.

MUBullishHigh ConvictionSignal-backedPrimary

Micron's upcoming earnings call on March 18th could re-rate the stock as critical AI infrastructure, potentially sending it soaring beyond $500 if guidance, HBM supply, and NVIDIA partnership are positive.