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in postLONG
“STOCKS WAVER AS TRADERS LOOK AHEAD TO MICRON”
@DivesTech · Dan Ives
Micron reports Q3 FY2026 earnings tonight with consensus expecting ~967% YoY EPS growth; HBM sold out through end of 2026 makes a beat and strong guidance the likely outcome.
MULONG@ $1,044.48
$811.95-22.26%
since call Jun 24
in postLONG
“discussing the tech sell-off and the road ahead for the tech and AI Revolution sector”
@DivesTech · Dan Ives
Tech sell-off jitters are a buying opportunity; AI buildout is only in the third inning with years of upside ahead for chip leaders like NVDA.
NVDALONG@ $201.04
$199.28-0.88%
since call Jun 24
peak +7.2%
TIMESTAMPS
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