Fortinet receives a strong quantitative rating (A) due to impressive earnings surprises and expected sales growth, despite analyst 'hold' ratings, though earnings growth isn't as strong as desired.
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Dell, Micron & Nvidia: The Memory Shortage Changes Everything
Sep 9, 2026
The creator discusses a busy week with significant jumps in Dell, Micron, Nvidia, and SanDisk, attributing the rally to a memory chip shortage. They highlight that while Dell and Nvidia will see strong future earnings, the memory shortage is a key factor impacting these companies and others in the memory sector. The creator also touches on broader market trends, including strong S&P earnings growth, potential impacts on Apple's upcoming product launches due to the shortage, and geopolitical events involving China, Iran, and the Strait of Hormuz, while expressing optimism about oil prices returning to seasonal lows.
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Tickers discussed in this post
NEE Energy, which is buying Dominion, might be a slightly better option for energy supply to data centers, but regulatory approval and price caps are concerns.
Bloom Energy is a big winner, with Nancy Pelosi's investment and upcoming S&P 500 inclusion driving institutional buying pressure.
Apple's upcoming product launches, including the iPhone Ultra, may be impacted by the memory shortage, leading to price increases.
SanDisk's stock surged due to the memory shortage, indicating strong future prospects.
Nvidia's stock jumped due to the memory shortage, and the company is expected to achieve amazing future results.