$Micron Technology(MU)$ The $Solowin Holdings(AXG)$ story has gotten a lot more serious. Bahrain's central bank granted the first stablecoin issuer license under its framework. The numbers here: $28.05M annual revenue, +895% YoY, a $350M AlloyX deal, and a stablecoin market around $308B. That is a big market to be entering.
$Micron Technology(MU)$ Dell's earnings call sounded pretty positive for MU and the AI infrastructure trade overall. They talked about accelerating AI server demand, orders, and backlog, plus a broadening customer base that now includes enterprise and sovereigns.
$Micron Technology(MU)$ Just looking at the bigger picture here. Each swing keeps getting smaller and tighter, setting up for a move back to 1500 around the final earnings report.
$Micron Technology(MU)$ It's holding up surprisingly well. Showing relative strength against MSH. The range keeps getting tighter, and it looks like it's setting up a pivot over the 50-day moving average. Watching this one closely.
$SPDR S&P 500 ETF Trust(SPY)$ Sunday futures are pumping again, making sure Monday opens green since red on Mondays is basically outlawed. And who says there's a buyer and a seller? No such thing.