$Micron Technology(MU)$ Q3 FY2025 results for the quarter ended 5/2025 show that the company is benefiting significantly from AI-driven storage demand, with revenues and earnings exceeding expectations, and improvements in gross margin and operating income reflecting strong operational capabilities.Rapid growth in the data center business and sell-out of HBM underscore the company's competitive advantage in high-growth markets.Optimistic guidance for the fourth quarter further supports the potential for a valuation revaluation.Investors should keep an eye on Micron's continued expansion in the AI market, execution of its capex program, and potential industry cyclical risks.Overall, Micron's strategic positioning and financial performance make it a n
AI, Quantum, Then Nuclear: Are Meme Sector Swaps New Alpha?
Just a few days ago, the market darling was CRWV, Nvidia’s favored pick. Now, the spotlight has shifted to nuclear energy and quantum computing. Jensen stated that quantum computing is reaching a critical inflection point. Nuclear-power startup Oklo soared and hit new high after the company announced it has been selected to deploy its nuclear reactor technology at the Eielson Air Force Base in Alaska. With the market repeatedly rotating between these sectors, is it time to wait for a pullback and just pick any of them to potentially make a profit?
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