To The Moon

$Micron Technology(MU)$   US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

$Strategy(MSTR)$   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

$Micron Technology(MU)$   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

$IREN Ltd(IREN)$   Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated

$SanDisk Corp.(SNDK)$ 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

$SanDisk Corp.(SNDK)$   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 high

$CMBC CAPITAL(01141)$  The CMBC Capital Holdings Limited stock price fell by -9.15% on the last day (Friday, 7th Aug 2026) from HK$0.765 to HK$0.695.  It has now fallen 6 days in a row. During the last trading day the stock fluctuated 11.59% from a day low at HK$0.690 to a day high of HK$0.770.  The price has fallen in 8 of the last 10 days and is down by -74.35% for this period. Volume has increased on the last day by 2 million shares but on falling prices. This may be an early warning and the risk will be increased slightly over the next couple of days. In total, 12 million shares were bought and sold for approximately HK$8.05 million. Given the current short-term trend, the stock is expected to rise 5.57% during the next 3 month

$Micron Technology(MU)$   Micron Technology (MU) stock rose 21% in the five sessions to Wednesday, reversing a run of losses that had ended with a 9.9% single-session drop. The obvious reading is that something went right at Micron. The tape argues otherwise, and the change that is genuinely Micron’s own points to calmer expectations rather than louder ones. Micron Has Locked A Third Of Its NAND Volume Under Contract The company-specific change happened weeks earlier, and it lands on how Micron sells its memory. It has signed 16 strategic customer agreements with

CMBC Capital Holdings Limited, an investment holding company, provides loan financing services primarily in Hong Kong. It operates through Securities, Fixed-Income Direct Investment, Other Investment and Financing, Asset Management, Corporate Finance and Advisory, and Others segments. The company offers brokerage, securities margin financing, and debt securities underwriting/placing services; and invests and trades in fixed-income and equity securities, bonds, and funds, as well as providing money lending and loan financing services. It also provides asset management services; sponsorship, equity underwriting, corporate financing, financial advisory, and financial arrangement, as well as client referral services; and futures and option dealing services. The company was formerly known as Sk

$CMBC CAPITAL(01141)$   CMBC Capital Holdings Limited, an investment holding company, provides loan financing services primarily in Hong Kong. It operates through Securities, Fixed-Income Direct Investment, Other Investment and Financing, Asset Management, Corporate Finance and Advisory, and Others segments. The company offers brokerage, securities margin financing, and debt securities underwriting/placing services; and invests and trades in fixed-income and equity securities, bonds, and funds, as well as providing money lending and loan financing services. It also provides asset management services; sponsorship, equity underwriting, corporate financing, financial advisory, and financial arrangement, as well a

$Micron Technology(MU)$   Micron Has Locked A Third Of Its NAND Volume Under Contract The company-specific change happened weeks earlier, and it lands on how Micron sells its memory. It has signed 16 strategic customer agreements with data center and automotive customers, covering roughly 20% of its DRAM volume and a third of its NAND volume, typically on five-year terms running through the end of calendar 2030. They are take-or-pay commitments, backed by $22 billion of cash deposits and related financial commitments that management projects to receive. Management says that even at the contracted floor prices, margins land significantly above the company’s prior peak. The floor is real without being large: 14 of

Micron Has Locked A Third Of Its NAND Volume Under Contract The company-specific change happened weeks earlier, and it lands on how Micron sells its memory. It has signed 16 strategic customer agreements with data center and automotive customers, covering roughly 20% of its DRAM volume and a third of its NAND volume, typically on five-year terms running through the end of calendar 2030. They are take-or-pay commitments, backed by $22 billion of cash deposits and related financial commitments that management projects to receive. Management says that even at the contracted floor prices, margins land significantly above the company’s prior peak. The floor is real without being large: 14 of those agreements guarantee about $100 billion at minimum prices spread across terms that run to the end

$Apple(AAPL)$   Large Trades For Apple (AAPL) Stock A directional double-call purchase worth $24.96 million was the standout large trade, consisting of long 255.0 calls expiring November 20, 2026 and long 260.0 calls expiring January 15, 2027, with both legs in the money versus the $313.33 reference stock price. This is a same-direction two-leg call buying strategy designed for bullish directional exposure and a potentially sizable upside move over a longer horizon. Because both legs were purchased, the structure represents a net premium paid, or net debit, of $24.96 million. The use of two in-the-money long calls across different long-dated expirations suggests conviction in sustained upside rather than a shor

$Apple(AAPL)$   Berkshire Hathaway’s portfolio reads like a hall of fame — but if forced to pick just ONE name to buy from the list, the answer is the same one Warren Buffett has bet roughly 40% of the entire portfolio on:  Apple Inc. (AAPL), currently trading at $313.87 with a $4.56T market cap and a free cash flow machine generating nearly $99B annually. Buffett famously called it "probably the best business I know in the world" — and the numbers don’t argue back. The Buffett Blueprint Buffett doesn’t buy tech — he buys consumer behavior monopolies. Apple isn’t a phone company; it’s a lifestyle subscription with hardware attached. The ecosystem lock-in (iPhone → Mac → iPad → Watch → AirPods → iCloud → Ap

Beware of these scammers. They will promise you big profits, guaranteed returns, and even compensation if things go wrong. They may let you make money on the first few trades to gain your trust. Once you’ve invested more, they encourage you to keep holding while your investment loses value. Don’t let false promises cost you your savings. If something sounds too good to be true, it probably is. Please be careful and do your own research before investing. Share this warning with your family and friends so they don’t become victims too.

$Apple(AAPL)$   Fair Value Estimate for Apple Apple’s long-term fair value estimate of $285 per share implies a fiscal 2026 price/earnings multiple of 32 times, a fiscal 2026 enterprise value/revenue multiple of 8 times, and a fiscal 2026 free cash flow yield of 3%. We project 9% compound annual revenue growth for Apple through fiscal 2030. The iPhone will be the most significant contributor to revenue over our forecast, and we project 10% growth in iPhone revenue over the next five years, including superb growth above 20% in fiscal 2026. We forecast gross margins to rise past 50% in fiscal 2030, up from 47% in fiscal 2025. We believe Apple can see margin expansion from a higher mix of higher-margin hardware, l