Coreweave is mentioned as a business that might face challenges passing on price increases due to Fed rates.
Source Post
Micron Earnings Day, SOFIUSD, AVGO x OpenAI | Market Monitor
Jun 24, 2026
The creator discusses Micron's upcoming earnings and the potential for strong guidance due to growth in the memory sector, particularly for hyperscalers. They also highlight the significant partnership between Broadcom and OpenAI on a new custom chip, noting its rapid development and potential to boost Broadcom's financial projections, though the creator admits to being biased as a shareholder.
Linked Mentions
Tickers discussed in this post
Affirm is identified as a strong fintech company with a strong founder, despite the creator not owning it.
Shift 4 is noted for a significant price increase, with the creator expressing surprise and seeking an explanation.
Robin Hood is identified as a winner from market volatility and trading activity.
Oracle is mentioned as a business that might need to push price increases onto consumers due to Fed rates.
The creator believes SoFi investors can complain but states the company is doing 'all right', recalling better times at $18.
SMCI is mentioned as a stock that was previously a 'savior' but is now also down.
Microsoft is mentioned as a software name that is down, impacting the creator's draft picks.
The creator is actively researching and considering Lumenum as a key investment opportunity due to its role in addressing AI bottlenecks.
TSMC is experiencing supply chain issues, unable to meet Nvidia's demand for components and wafers.
