Investology US Stock Investment and Research
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Channel Posts
$MU Micron surged nearly 5% after hours
UBS forecasts >$400B in free cash flow through ~2028, largely from sold-out HBM/DRAM for AI.
ā¢ Post-buyback restriction (Dec 2026), this could fund repurchases of >40% of shares at current prices ā a huge positive for shareholders.
| 2 | Nvidia reports 9.3% passive stake in Nebius Group NV as of July 13, SEC filing
$NBIS | 151 |
| 3 | Trump: Every time Iran kills an American soldier, they will pay for that killing many times over. | 202 |
| 4 | Iranās Foreign Minister Araghchi will travel to Pakistan - IRNA | 213 |
| 5 | Tesla Gigafactory Berlin-Brandenburg in Germany as demand for the Model Y strengthens across Europe.
Tesla is targeting production of about 7,500 vehicles per week at the facility, equivalent to an annualized pace of roughly 375,000 vehicles, or about 20% above current output. The Berlin plant manufactures the Model Y for European customers and also serves as an export hub for more than 30 international markets.
$TSLA | 213 |
| 6 | Rep. William Timmons (R) disclosed his first stock purchase in 6 years He bought up to $100K of
$SPCX shares on June 15th Timmons is now the 5th Congress member to buy into SpaceX | 216 |
| 7 | UBS: $MU
COULD REPURCHASE MORE THAN 40% OF ITS SHARES BY THE END OF 2028 UBS expects Micron to generate over $40 billion in free cash flow through 2028. Once its buyback restriction expires on December 9, 2026, the company could potentially use that cash to repurchase more than 40% of its shares at the current price. | 204 |
| 8 | Iran's Interior Minister travels to Pakistan - IRNA. | 193 |
| 9 | CHIP STOCKS | 190 |
| 10 | $GOOGL is developing a new AI chip called āFrozen v2ā that could run Gemini models nearly 10x more efficiently than its latest TPUs. The chip is targeted for 2028 and would hardwire parts of Gemini to improve speed and efficiency while easing Googleās compute constraints. | 191 |
| 11 | $NFLX
Netflix Launches Senior Notes Offering to Refinance 2026 Debt - Sec Filing | 202 |
| 12 | BREAKING: Senior Iranian Source: Mediators have proposed a 10-day cessation of strikes to find ways to revive the Iran-US interim deal | 202 |
| 13 | $ONDS won a $6.9M Australian DoD order for single-operator counter-drone kits through HIFraser.
The systems can detect drones beyond 25 kilometers, use AI-powered identification and include the Dronebuster DB4 handheld effector.
$ONDS | 204 |
| 14 | Microsoft to deploy next-gen AMD Instinct & AMD EPYC processors.
$AMD
$MSFT | 205 |
| 15 | AMD: Azure to add two new VMs powered by 6th-gen AMD EPYC 'Venice' processors | 208 |
| 16 | Google Plans New āFrozenā Chip to Run Its AI Models Much More Efficiently - The Information | 208 |
| 17 | Google's new chip to run AI models more efficiently - The Information | 201 |
| 18 | BREAKING: Senior Iranian Source: Mediators have proposed a 10-day cessation of strikes to find ways to revive the Iran-US interim deal
Mediators propose Iran and US return to pre-July 9th positions - ISNA | 236 |
| 19 | Cathie Wood and Ark Invest bought 115,827 shares of CoreWeave $CRWV on Friday
Cathie Wood and Ark Invest bought 147,805 shares of SpaceX $SPCX on Friday | 225 |
| 20 | Nasdaq rises 0.5%
SP500 rises 0.2%
Silver rises 2.8%
Gold rises 0.2%
In early hours trading after China keeps rates unchanged and US Secretary of State Mark Rubio says US ready for diplomatic resolution on Iran
Iran and US are currently engaged in most elevated conflict since 9 days straight after ceasefire fell apart right after the final rights of Iranian supreme leader and his family
Reports claim US has bombed closed to 1000 targets in last 9 days and Iran has bombed US bases and infrastructure in Jordan, Kuwait, Saudi Arabia, UAE , Bahrain and other neighbouring countries | 239 |
