$Strategy(MSTR)$   Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR

$Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

$Micron Technology(MU)$   Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

$Micron Technology(MU)$   Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK

$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.  Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.  SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets:  Leading

Sandisk Corporation currently has an average brokerage recommendation (ABR) of 1.29 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell etc.) made by 24 brokerage firms. The current ABR compares to an ABR of 1.41 a month ago based on 22 recommendations. Of the 24 recommendations deriving the current ABR, 20 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 83.33% and 4.17% of all recommendations. A month ago, Strong Buy made up 77.27%, while Buy represented 4.55%.

$SanDisk Corp.(SNDK)$  Sandisk Corporation currently has an average brokerage recommendation (ABR) of 1.29 on a scale of 1 to 5 (Strong Buy to Strong Sell), calculated based on the actual recommendations (Buy, Hold, Sell etc.) made by 24 brokerage firms. The current ABR compares to an ABR of 1.41 a month ago based on 22 recommendations. Of the 24 recommendations deriving the current ABR, 20 are Strong Buy and one is Buy. Strong Buy and Buy respectively account for 83.33% and 4.17% of all recommendations. A month ago, Strong Buy made up 77.27%, while Buy represented 4.55%. @JC888 @happytrader 

$NVIDIA(NVDA)$   Nvidia will invest US$1.5 billion in SoftBank-backed SB Energy and secure up to 8 gigawatts of AI computing capacity at an Ohio campus being built by the data centre developer for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn scrutiny over the circular flows of funds from the chipmaker to its biggest customers. Leading tech firms are increasingly tying together chips, power and data centre development as they race to secure the infrastructure needed for increasingly power-hungry AI models. As per @JC888 lets follow Nvidia (NVDA) Stock News mo

$SanDisk Corp.(SNDK)$  SanDisk Investor Day Presentations : SanDisk’s growth is surging as agentic AI and real-time LLM inference shift memory demands toward high-capacity NAND flash and enterprise SSDs. To support long context windows and persistent KV caching, SanDisk secured $93.9 billion in minimum contracted revenue commitments, targeting mid-to-high teens annual revenue growth through 2030. Drivers of Agentic AI Growth Storage Demand: Agentic workflows require continuous, large-scale memory access and rapid retrieval, driving server eSSDs to absorb over half of global NAND bit shipments. KV Cache Offloading: Offloading persistent Key-Value caches to flash memory has become a critical architecture for handling long context reasoning. Hig

$SanDisk Corp.(SNDK)$  On August 17, SanDisk Corp. rose 3.83% in regular trading, trading at $1708.93/share, with turnover of $2.725 billion, extending its recent strong rally. On the news front, regulatory filings revealed that AI-focused hedge fund Situational Awareness substantially increased its SanDisk position to 2,495,344 shares in Q2, with combined holdings in two storage companies totaling approximately $11 billion, representing roughly one-quarter of the fund's net assets. Meanwhile, SanDisk's recent Investor Day long-term financial model continues to fuel bullish sentiment. The company projected mid-to-high double-digit revenue growth for FY2028-2030, non-GAAP gross margins of approximately 80%, operating margins of approximately 7

$Micron Technology(MU)$   Wall Street analysts give Micron Technology Inc (NASDAQ: MU) a consensus Strong Buy rating.  The average 12-month price target is approximately $1,502 USD, representing a potential upside of over 54% from its recent trading price of $971.66 USD.  Forecasts range from a high of $2,200 USD to a low of about $361 USD. Forecast Highlights Consensus Rating:  Strong Buy Price Targets:  Average target sits near $1,502 USD, with high estimates reaching $2,200 USD and lower defensive targets dropping near $361–$470 USD. Market Position:  The stock has traded within a 52-week range of $113.47 to $1,255.00 USD, supported heavily by surging artificial intelligence memory and

$SanDisk Corp.(SNDK)$  SanDisk’s growth is surging as agentic AI and real-time LLM inference shift memory demands toward high-capacity NAND flash and enterprise SSDs.  To support long context windows and persistent KV caching, SanDisk secured $93.9 billion in minimum contracted revenue commitments, targeting mid-to-high teens annual revenue growth through 2030. Drivers of Agentic AI Growth Storage Demand:  Agentic workflows require continuous, large-scale memory access and rapid retrieval, driving server eSSDs to absorb over half of global NAND bit shipments. KV Cache Offloading:  Offloading persistent Key-Value caches to flash memory has become a critical architecture for handling long context reasoning. High Bandwidth Flash (

$Micron Technology(MU)$   Wall Street analysts maintain a "Strong Buy" consensus on Micron Technology Inc. (MU), projecting an average 12-month price target between $1,411 and $1,569. This implies an estimated upside of roughly 45% to 63% from its recent trading price of $971.66.

//@daz999999999:$Micron Technology(MU)$  Wall Street analysts maintain a "Strong Buy" consensus on Micron Technology Inc. (MU), projecting an average 12-month price target between $1,411 and $1,569. This implies an estimated upside of roughly 45% to 63% from its recent trading price of $971.66. Rationale for the Bullish Consensus AI-Driven Memory Deficit:  The explosive adoption of artificial intelligence infrastructure continues to fuel

$SanDisk Corp.(SNDK)$  Our first recommended stock, SanDisk (SNDK), doesn’t need much of an introduction as I have been very vocal about my conviction behind this pick for some time and even included it in my Top 10 Stocks For H2 2026.  Sandisk stands as a global leader in flash memory storage technology and has been riding an incredible wave of demand this year, with year-over-year revenue growth surging. Following a brief dip in price throughout much of July, SNDK has reversed course and looks to be building momentum again.  Following this week’s Investor Day presentation, shares rocketed more than 13% on Thursday as investors responded to the company’s positioning related to data center expansion and its overall long-term fi

$SanDisk Corp.(SNDK)$  Our recommended stock, SanDisk (SNDK), doesn’t need much of an introduction as I have been very vocal about my conviction behind this pick for some time and even included it in my Top 10 Stocks For H2 2026.  Sandisk stands as a global leader in flash memory storage technology and has been riding an incredible wave of demand this year, with year-over-year revenue growth surging. Following a brief dip in price throughout much of July, SNDK has reversed course and looks to be building momentum again.  Following this week’s Investor Day presentation, shares rocketed more than 13% on Thursday as investors responded to the company’s positioning related to data center expansion and its overall long-term financial out