Dave

$MU BIG MONDAY AHEAD Price has been respecting this 700/720 support zone perfectly. Friday the market pulled back and $MU landed right on this level again. This is called a "support retest" . Bulls need a hold + consolidation here. Then reclaim 770 is the next hurdle. Bears need a clean break lose 700 . Lose this → 675 first, then 625/630 back in play. Also watch for a weak break below 700 followed by a strong reclaim that's called a "stop hunt." Shakes out weak hands then rips back. One of the most powerful reversal setups you'll see.

I like to keep my community safe. $CBRS $279 about $70 points below $350 spot it Did NOT hold. It will continue price discovery

Billions and billions served. This dip included. $MCD 💵 trendspider.cc/RSIensemble

🇺🇸 WHY IS NO ONE TALKING ABOUT THE STATE OF THIS AI STOCK. $MU has just broken a multi-month symmetrical triangle to the upside. If this follows through, it's about to go absolutely parabolic. Remember: when every think the bubble is about to burst. It isn't.

Campbell's Soup $CPB on track for its lowest closing price in almost 23 years 📉📉📉

In 1989 Bo Jackson hit 32 HR and posted 105 RBI for the Royals…while rushing for 950 yards at 5.5 YPC for the Raiders

HERE ARE THE TOP 15 PERFORMERS OF 2026 1. $AXTI +657% 2. $SNDK +493% 3. $AAOI +446% 4. $AEHR +393% 5. $DOCN +222% 6. $BE +218% 7. $NVTS +199% 8. $INTC +195% 9. $VIAV +189% 10. $WDC +180% 11. $LITE +163% 12. $NBIS +163% 13. $MU +154% 14. $OSS +129% 15. $VRT +129%

Biggest World market cap gains and losses week 20. Losses: Gains: $AMZN -$92 $NVDA +$229 $INTC -$81 $AAPL +$102 $AMD -$51 $CSCO +$86 $GOOG -$47 $XOM +$55 $TSM -$35 $MSFT +$51 $ASML -$34 $LLY +$50

should be a non factor, they are not in numbers anywhere and have not for qtrs. Nothing changed.

Time-to-power is the most important variable for the AI infrastructure buildout, and it was this exact thesis that defined April’s best-performing stock. On Sunday, I revisit my top stock pick of 2026 and walk through why I believe its setup still holds. Link in bio.

Photonics value chain in 5 layers. The companies building AI’s optical backbone. $AXTI – Compound semiconductor substrates. Small, cyclical AI photonics supplier. $AAOI – Optical transceivers for AI data centers. High risk, high upside. $LITE – Diversified photonics. Stable, slower growth than AAOI. $ASML – Only maker of EUV lithography machines. Irreplaceable monopoly. $ONTO – Semiconductor inspection/metrology tools. Smaller KLAC alternative.

$MU at #2 position for Tepper. Nice.

$MU and many other stocks. You miserable worthless wall st criminals can go to hell where you belong. Nothing but POS scum trash people - biggest trash around, you all belong in a damn jail to be put with rest of trash, zero value to you worthless scum

$MU the wall st criminal trash can go to hell, nothing but worthless POS criminals who belong in jails, many other stocks manipulated down over and over. Total scum, no value to society at all

Are you aware that $NU is trading at its lowest forward p/e just before it starts expanding into the US? At just 14x forward earnings? Yeah I get it, everybody just wants AI but c’mon.. This is as close to free money as anything in the market can be.

see when wall st criminals pull the rug like late in mkt today how hard they fight to reject any bounce? $SPY $DJIA $QQQ $MU these POS scum are nothing bt criminals in various WS firms, belong in jail cells, they are all scumbag POS trash

All these stocks hit new 52 WEEK HIGHS at some point today Apple $AAPL Palo Alto Networks $PANW Crowdstrike $CRWD Enphase Energy $ENPH Datadog $DDOG Williams Companies $WMB eBay $EBAY Intuitive Machines $LUNR Fortinet $FTNT Targa Resources $TRGP J.B. Hunt $JBHT Knight-Swift $KNX United Microelectronics $UMC Aramark Holdings $ARMK Ventas $VTR Western Midstream $WES F5 Inc $FFIV Assurant $AIZ Sunoco $SUN Kinetik Holdings $KNTK Imperial Oil $IMO Hanover Insurance $THG Pembina Pipeline $PBA Virtu Financial $VIRT South Bow $SOBO

A quality valuation analysis on $APP 🧘🏽‍♂️ •NTM P/E Ratio: 28x •2-Year Mean: 36x •NTM FCF Yield: 3.62% •2-Year Mean: 3.85% As you can see, $APP appears to be trading below fair value Going forward, investors can receive about 29% MORE in earnings per share & 6% LESS FCF per share 🧠*** Before we get into valuation, let’s take a look at why $APP is a great business BALANCE SHEET✅ •Cash & Short-Term Inv: $2.76B •Long-Term Debt: $3.51B $APP has a strong balance sheet, a BBB S&P Credit Rating, & 22x FFO Interest Coverage RETURN ON CAPITAL🆗➡️✅ •2022: (1.%) •2023: 16% •2024: 44% •2025: 93% •LTM: 117% RETURN ON EQUITY🆗➡️✅ •2022: (10%) •2023: 23% •2024: 135% •2025: 207% •LTM: 176% $APP has strong returns on capital, highlighting the financial efficiency of the business REVENUES✅ •2021: $2.79B •2025: $5.48B •CAGR: 18% FREE CASH FLOW✅ •2021: $360.46M •2025: $3.97B •CAGR: 82% NORMALIZED EPS✅ •2021: $0.10 •2025: $9.84 •CAGR: 215% SHARE BUYBACKS✅ •2022 Shares Outstanding: 371.57M •LTM Shares Outstanding: 340.43M By reducing its shares outstanding 8.3%, $APP increased its EPS by 9.0% (assuming 0 growth) MARGINS✅ •LTM Gross Margins: 88.37% •LTM Operating Margins: 77.09% •LTM Net Income Margins: 64.29% ***NOW TO VALUATION 🧠 As stated above, investors can expect to receive 29% MORE in EPS & 6% less FCF per share Using Benjamin Graham’s 2G rule of thumb, $APP has to grow earnings at a 14% CAGR over the next several years to justify its valuation Today, analysts anticipate 2026 - 2028 EPS growth over the next few years to be much greater than the (14%) required growth rate: 2026E: $16.17 (66% YoY) *FY Dec 2027E: $21.00 (30% YoY) 2028E: $26.59 (27% YoY) $APP has a good track record of meeting analyst estimates ~2 years out, but let’s assume $APP ends 2028 with $26.59 in EPS & see its CAGR potential assuming different multiples 30x P/E: $797💵 … ~19.0% CAGR 28x P/E: $744💵 … ~15.9% CAGR 26x P/E: $691💵 … ~12.7% CAGR 24x P/E: $638💵 … ~9.3% CAGR As you can see, $APP appears to have attractive return potential if we assume >28x earnings multiple Growing its monetization of gaming, user acquisition & subscription business, $APP potential catalysts include broadening of its software platform beyond mobile games into enterprise marketing automation, and leveraging its data-rich advertising stack for AI-driven optimization — both of which could unlock multiple years of EPS expansion $APP is not just an ad-tech company. It is building the optimization infrastructure for the next generation of agentic commerce — and perhaps the market hasn’t fully priced that yet Despite this, $APP is not for the faint-hearted, as its extreme volatility can test even the most resolute shareholders’ conviction in the business $APP is a great business & appears to be a good consideration today at $502💵 ___ DISCLOSURE‼️ This content is provided for informational and educational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any security. Babylon Capital® and its representatives may hold positions in the securities discussed. Any opinions expressed are as of the date of publication and subject to change without notice. Information has been obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. Past performance does not guarantee future results.

$DJIA $QQQ $SPY wall st corruption/fraud for all to see, these people are POS trash who belong in hell. They are mkt manipulators esp on opt exp days, these criminals s/be in jails. The cheating is massive/widespread & SEC is corrupt/lazy/incompetent so nothing happens