2 921
Subscribers
+224 hours
+157 days
+16030 days
Posts Archive
2 921
ARK's genomic revolution ETF $ARKG is on the verge of breaking out to new 4-year highs š
Jensen Huang notably said this today during Nvidia's $NVDA Annual Shareholder Meeting:
"These libraries are the crown jewels of NVIDIA. They solve some of the hardest problems in science and industry. computational lithography, optimization, genomics, physics, data processing, robotics, AI, radio networks, and more. Now, these libraries are becoming tools for agents. This week, we announced BioNeMo, a suite of digital biology and drug discovery tools for agents. NVIDIA is vertically integrated and horizontally open."
(@TrendSpider)
2 921
MICRON $MU JUST SAID THIS:
"Over time, we expect to return 100% of our excess cash to shareholders."
(@TrendSpider)
2 921
Micron $MU sees a massive opportunity in physical AI... š
"We expect a sustained, substantial multi-decade memory demand cycle to begin in the latter part of this decade."
(@TrendSpider)
2 921
Micron $MU just reported a revenue increase of 4.5x year over year, while gross margins grew from 37.7% to 84.6%
Wow... š„
(@TrendSpider)
2 921
MICRON $MU RAISES FORWARD GUIDANCE š„
Q4 Adj EPS: $30.00-$32.00 vs $25.50 est
Q4 REV: $49-$51B vs $42.9B est
(@TrendSpider)
2 921
$MU JUST SMASHED Q3 EARNINGS š„
Adj EPS: $25.11 vs $20.63 est
REV: $41.456B vs $35.590B est
š© +4.77%
(@TrendSpider)
2 921
Jensen Huang at Nvidia's $NVDA Annual Shareholder Meeting:
"There will be billions of agents, and they will need a CPU built for them. We believe Vera will be one of the most significant product launches in our company's history. And the orders are already coming in..."
(@TrendSpider)
2 921
Pullbacks on $MU are barely lasting a coffee break...
Micron reports earnings after the close today š¶ļø
(@TrendSpider)
Available now! Telegram Research 2025 ā the year's key insights 
