For the next 30 days, I’d rank-To The Moon - Tiger Brokers Online Investing Community - To The Moon

For the next 30 days, I’d rank them MU > CRM > ADBE.

1️⃣ MU — Top pick
Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise.

2️⃣ CRM — AI agents gaining traction
Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating.

3️⃣ ADBE — AI monetization play
Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound.

Bonus: HBM is still my favorite AI sub-theme. It’s a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend.

My picks: MU #1, CRM #2, ADBE #3.

@财报早知道 [你懂的]

🎁 S&P 500 at New Highs: Bull Run or Pullback?

On August 13, the S&P 500 closed at 7,798.99, marking a new record closing high. U.S. stocks have continued to rally recently, with AI and tech stocks leading the gains. At the same time, cooling inflation has eased some concerns about further rate hikes from the Federal Reserve. Now that the S&P 500 has reached a new all-time high, what's your next move?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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U.S. stocks have continued to rally recently, with AI and tech stocks leading the gains. At the same time, cooling inflation has eased some concerns about further rate hikes from the Federal Reserve.\nNow that the S&P 500 has reached a new all-time high, what's your next move?","image":"https://community-static.tradeup.com/news/6ff1d471bd1f54530ebf826395a05697"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE.\n<p></p>\n<p>1️⃣ MU — Top pick<br>\n  Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise.</p>\n<p>2️⃣ CRM — AI agents gaining traction<br>\n  Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating.</p>\n<p>3️⃣ ADBE — AI monetization play<br>\n  Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound.</p>\n<p>Bonus: HBM is still my favorite AI sub-theme. It’s a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend.</p>\n<p>My picks: MU #1, CRM #2, ADBE #3.</p>\n<p><a href=\"https://ttm.financial/U/3527667717346779\"> @财报早知道 </a> [你懂的]</p></body></html>","htmlText":"<html><head></head><body>For the next 30 days, I’d rank them MU &gt; CRM &gt; ADBE.\n<p></p>\n<p>1️⃣ MU — Top pick<br>\n  Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise.</p>\n<p>2️⃣ CRM — AI agents gaining traction<br>\n  Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating.</p>\n<p>3️⃣ ADBE — AI monetization play<br>\n  Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound.</p>\n<p>Bonus: HBM is still my favorite AI sub-theme. It’s a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend.</p>\n<p>My picks: MU #1, CRM #2, ADBE #3.</p>\n<p><a href=\"https://ttm.financial/U/3527667717346779\"> @财报早知道 </a> [你懂的]</p></body></html>","text":"For the next 30 days, I’d rank them MU > CRM > ADBE. 1️⃣ MU — Top pick Micron has the strongest AI-driven earnings story. HBM and DRAM demand remains tight, supporting pricing and margins. I think $1,150 is achievable, while $1,375 would need another major upside catalyst or earnings surprise. 2️⃣ CRM — AI agents gaining traction Agentforce is turning AI from a story into real revenue, with ARR growing rapidly. If the Aug. 26 earnings show continued adoption and strong guidance, CRM could see another valuation rerating. 3️⃣ ADBE — AI monetization play Adobe remains a high-quality software business, but the key question is whether Firefly and Acrobat AI can turn strong user adoption into sustainable revenue growth. A positive surprise could trigger a bigger rebound. Bonus: HBM is still my favorite AI sub-theme. It’s a critical physical bottleneck for AI infrastructure, making MU one of the most direct ways to play the trend. 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