IonQ is mentioned as a company whose stock is up.
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6/26/26 -0.80%
Jun 26, 2026
The creator discusses several stocks, including Micron, expressing a bullish sentiment on its memory cycle and revenue growth, noting its significant investment in property, plant, and equipment. He also touches on other companies like Aadia, Emix Bioarm, and Capricorn, with mixed or unresolved sentiments.
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Amplitude is mentioned multiple times in quick succession.
Microsoft is mentioned as being up 5%.
Nvidia's revenue is compared to Micron's, with the creator questioning the valuation hierarchy between chip designers and memory manufacturers.
The creator notes a bearish report on GPU demand affecting United Micro Electronics (UMC) but doesn't express a personal view.
Martin Shkreli is bullish on Micron, believing its memory cycle is unique and secular, with strong revenue growth and significant investment in assets.
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MU
buy opened Jun 26, 2026
-17.13%