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Kanal postlari
The quantum stock that seems to be under everyone’s radar: INFQ (Infleqtion)
INFQ (Infleqtion) is the rare quantum name with real defense contracts behind it. Why is it on my watchlist.? It’s a neutral atom quantum computing and sensing company, and the draw is that the deals are tangible. They’ve partnered with Safran to integrate their Tiqker quantum optical clock into Safran’s SecureSync timing systems, picosecond accuracy for GPS-denied environments, sold through Safran’s defense network. Add a NASA JPL collaboration on the Quantum Gravity Gradiometer mission ($20M in contracts), an NVIDIA NVQLink quantum-GPU tie-up, 2026 revenue guidance raised to at least $40M, a target of 30 logical qubits this year, and $569M cash with zero debt post-SPAC. The flip side: revenue is still small at $9.5M last quarter, +14% YoY) against a $3.8B cap,over 100x sales burning $19M/quarter, though the scary net loss was mostly one-time SPAC costs (non-GAAP loss at $9.9M). Quantum is early but INFQ is showing lots of positive early stage moves. Get in now while it’s cheap.
Submitted June 27, 2026 at 07:54PM by Forsaken_Meat_9996
via reddit https://ift.tt/DZeW6nb
| 2 | Microslop is on sale
https://ift.tt/e9arMY7
Submitted June 27, 2026 at 08:20PM by monoteapot
via reddit https://ift.tt/Clq3QNt | 7 |
| 3 | This was my life’s savings and it’s all gone in less than a week
https://ift.tt/vsTuWrV
Submitted June 27, 2026 at 08:30PM by NewSanDiegean
via reddit https://ift.tt/t29bAez | 6 |
| 4 | Strong week ahead.
https://ift.tt/IEtVUfz
Submitted June 27, 2026 at 06:38PM by Fun_Training4330
via reddit https://ift.tt/VQWxrbj | 19 |
| 5 | MU $2000 is no longer a meme
MU just dropped numbers that broke the old memory playbook. Q3 did $41.46B in revenue, up from $9.3B a year ago, EPS $25.11 when the street was looking for like $20. The part that actually got me was the margin, 85%, nobody had that modeled, and then the Q4 guide somehow came in bigger, $50B at 86% margin and $31 EPS against the ~$43B everybody penciled in. Data center alone was over $25B in the quarter, that annualizes past $100B. 85% gross margin is higher than NVDA has ever printed, the actual king of AI topped out around 78% at its best, and MU is doing it at $50B revenue? Wow. Memory or anything legal is not supposed to do this. Memory used to be the boring cyclical you trade around, now it's the one component the whole AI buildout chokes on if it isn't there, and has trillion dollar companies like aapl, nvda, msft, googl, meta in a battle royale trying to grab as much as they can.Immediately after earnings, BofA went to $1,550, UBS $1,625, and Barclays and Susquehanna both jumped to $2,000, with highest target at $2,200. These are the same sell side institutions that get paid to lowball you so when they are the ones slapping 2k on it, the question isn't "is 2k insane" anymore, it's do you own it before everyone else and their wives boyfriends catch on. I been building my thesis for 4 months (check my post history and feel free to read all the critical comments saying the top is in at $500, $600, $700, etc), the memory boom/death crash cycle is broken or at least delayed by years. I get it, MU always traded cheap because you could never trust next quarters numbers, and that's the exact thing breaking right now. MU signed 16 long term customer agreements, roughly $100B of revenue locked in, take or pay. so they've got real visibility years out while supply physically cannot show up, new fabs don't print meaningful output until fiscal 2028 and mgmt flat out said tight through 2027 and beyond. demand booked, supply can't arrive in time. that's the whole trade. anybody still shorting memory into this is the one getting carried out the door this week.Here is how my 2k math works and is even a bit conservative. Annualize the Q4 guide and you're at approx $124 forward EPS. Even if we factor in an annualized 10% drop to $110, 2k/share is 18x that. 18x is a normal multiple on a company growing data center triple digits with HBM4 going into NVDA's next platform. you don't need a miracle here, you just need the market to quit pricing it like 2019 MU and price it like what it actually is now. The demand side is screaming the same thing. AAPL just ate like double on memory without even fighting it, jacked up its product prices, and is now basically begging washington to let it buy chinese chips because the big 3 have nothing left to sell it. When apple is that cornered you want to be the one holding the supplier.Of course we have risks, the hyperscalers pull capex or get way more efficient, demand cracks before the new supply lands and a stock priced this rich is not going to forgive it. CXMT and the whole china memory thing is a real overhang but that's a 2027+ problem not a tomorrow one. near term though, demand's locked, supply can't get here, l says tight past 27. i know which side i want. MU 2k lfg.My current positions: 1,000 shares; 10 6/27 MU $500 short puts
Submitted June 27, 2026 at 06:42PM by willbabu
via reddit https://ift.tt/7oRIPyt | 18 |
| 6 | MSFT leaps and some long dated
https://ift.tt/vuYNgxD
Submitted June 27, 2026 at 07:32PM by Temporary-Basil-3030
via reddit https://ift.tt/6iXElFs | 13 |
| 7 | Micron’s Earnings Were Incredible But Are AI/Semiconductor Expectations Becoming Dangerous?
We may be witnessing one of the greatest bull runs of our lifetime.But this past week was a good reminder that even in a bull market, things can get complicated very quickly.The Nasdaq fell around 5% for the week, while the S&P 500 dropped around 2%. So yes, the market had a bad week. But I do not think it was caused by just one single factor. There were multiple events happening at the same time, and some of the market reaction was not easy to explain cleanly.So before getting into Micron, I think it is worth laying out the broader setup.First, the market was still dealing with geopolitical noise.Last week, the assumption was that tensions in the Middle East were cooling after a ceasefire framework was established. But that view was stress-tested throughout the week. There were reports of attacks near the Strait of Hormuz, including a drone strike on a Singapore-flagged commercial vessel, followed by U.S. retaliatory strikes against Iranian missile and drone facilities.Now, in my opinion, the market is not really trading the war itself anymore. What matters more are two things:Oil prices and the 10-year Treasury yield.As long as oil continues to cool and the 10-year stays under control, I think the market will treat most of the geopolitical headlines as noise. Oil has come down significantly from prior highs, and the 10-year Treasury yield also moved lower during the week.That matters because lower oil reduces inflation pressure, and lower yields help support growth stocks, especially tech and AI names.So despite the geopolitical noise, I do not think the war headlines were the main reason the market struggled this week.The bigger event, in my opinion, was Micron’s earnings.Micron is currently sitting right in the middle of one of the most important areas of the AI trade: memory, DRAM, HBM, and data center demand.Because of that, Micron’s earnings were not just about Micron. They were a proxy for the broader AI semiconductor supply chain. The report gave investors a read-through on whether the AI infrastructure buildout is still translating into real revenue, real margins, and real earnings.And the numbers were incredible.Q3 ResultsMetricConsensus EstimateActual ReportedBeatRevenue$35.69B$41.46B+16.17%Adjusted EPS$20.49$25.11+22.55%Now, on the surface, you would assume these are the figures that mattered most. But in my opinion, that is not really the case.I did not really care that much about the previous quarter’s results. I was already confident Micron would beat the $35.7B revenue estimate and the roughly $20.5 EPS estimate. The actual numbers absolutely crushed consensus, but that was not what I was focused on.What I cared about was forward guidance.Wall Street does not only care about what happened last quarter. What really matters is whether the company can continue growing, and if so, by how much.And this is where Micron’s report became even more interesting.Q4 GuidanceMetricWall Street ExpectationsMicron GuidanceRevenue~$43B$49B–$51BAdjusted EPS~$25$30–$32Gross Margin~81.8%~86%That is not just a beat.That is a massive beat-and-raise.Going into the report, this was my personal framework:If Micron guided EPS at or below $25, I would seriously consider selling my semiconductor positions.If guidance came in above $25 but below $27, I would still likely start reducing exposure.If guidance came in above $27, I would hold for now, while continuing to monitor the broader AI and semiconductor narrative.Then Micron guided for roughly $31 in EPS.That changed the equation.The numbers were strong enough that, at least for now, I think it is fair to say Micron is still healthy and that AI demand is translating into real revenue, real margin expansion, and real earnings power.But now that I have the bulls’ attention, here comes the more bearish take — or, more accurately, the more reasonable take.The issue is no longer whether Micron is doing well.The issue is whether the market is now… | 32 |
| 8 | Check this out
https://ift.tt/Xpjwq6U
Submitted June 27, 2026 at 06:02PM by Immapillpopnanimal
via reddit https://ift.tt/hp5qFJb | 23 |
| 9 | 💫
https://ift.tt/gyGD7FZ
Submitted June 27, 2026 at 06:05PM by Emotional-Wheel8219
via reddit https://ift.tt/LGSRDqc | 19 |
| 10 | Breaking News: MSTR Pivots to Food Service (WEN)
https://ift.tt/09k5YPG
Submitted June 27, 2026 at 06:17PM by markdrk
via reddit https://ift.tt/nr3G8wZ | 18 |
| 11 | Foreshadowing of Wendy’s Squeeze
If you read the tea leaves, the foreshadowing of Wendy’s stock has been permeating the consciousness of traders since the very beginning. Whenever people said “when moon” they did not understand they were saying WEN moon. Not to mention that tendies rhymes with Wendy’s which can be no coincidence. I also think that since traders kept on saying flipping burgers at Wendy’s as a way to describe poverty, it manifested this squeeze by altering the fabric of the universe. You can call me crazy but the writing is on the wall, I believe the squeeze is incoming but then again I am ritarded so you never know.
Submitted June 27, 2026 at 05:17PM by HoboBaggins25
via reddit https://ift.tt/mjKz6b8 | 26 |
| 12 | Current losses on my META position
https://ift.tt/tfhqipX
Submitted June 27, 2026 at 05:24PM by withthepotboy
via reddit https://ift.tt/8lHB0SU | 21 |
| 13 | Is GTA 6 "Priced in"? ... No, $250 is a bargain.
https://ift.tt/E0AKWXD
Submitted June 27, 2026 at 05:31PM by Hopeful-Suggestion-5
via reddit https://ift.tt/do5wTS3 | 20 |
| 14 | IS A.I. correct?
I asked this question to Google:Is there any big Hedge Fund shorting Wendys stock?Here's the answer:"Wendy's has become a major target for hedge funds, with roughly 30% to 34% of its free float sold short. Market analytics firm ORTEX estimated this amounts to roughly 53 million shares"What conclusions can we draw out of this?
Submitted June 27, 2026 at 04:21PM by TheGameStopper
via reddit https://ift.tt/2tshXmi | 36 |
| 15 | Will the 69th time finally be the charm?
https://ift.tt/uZDow7N
Submitted June 27, 2026 at 04:31PM by MrDinken
via reddit https://ift.tt/fbM2uGv | 28 |
| 16 | What’s up with all the large volume In after hours today
Just to name a few stocks, these had very large volume in after hours (way above normal shares traded)
Spy 14.71 million
Qqq 6.18 million
Microsoft 54.39 million
Google 21.99 million (this was the strangest, there was 31.7 million shares sold at 4pm alone versus 60.36 million for the entire day session) Is this due to quarterly rebalancing?
Submitted June 27, 2026 at 03:20PM by riisenshadow92
via reddit https://ift.tt/Ag5vK2B | 36 |
| 17 | Gold Stopped Trading Like a Safe Haven This Month. Its 30 Day Correlation to the S&P Is Now +0.78.
https://ift.tt/kIbfQmN
Submitted June 27, 2026 at 01:43PM by _SG9
via reddit https://ift.tt/qc6uyGi | 39 |
| 18 | bb is thriving again
https://ift.tt/RBz4WU0
Submitted June 27, 2026 at 01:54PM by RedditinNZ
via reddit https://ift.tt/dXLu4sG | 28 |
| 19 | I ain’t selling until MU is 3 dollars again. Yesterday's dip don’t scared me.
https://ift.tt/DIH0XAr
Submitted June 27, 2026 at 02:09PM by Forget_me_never
via reddit https://ift.tt/1g0kDvI | 20 |
| 20 | I’m quitting while I’m ahead. I’ll see you degens next month
https://ift.tt/su2Gthb
Submitted June 27, 2026 at 02:12PM by NVDA-Bull-103-Entry
via reddit https://ift.tt/AaY1k92 | 17 |
