$MU | 𝐌𝐢𝐜𝐫𝐨𝐧: Lynx raises 𝐏𝐓 𝐭𝐨 $𝟖𝟐𝟓 (Street-high)
Analyst sees HBM and memory capacity sold out through 2027, with long-term demand visibility and 2028 upside underappreciated.
$SNDK | 𝐒𝐚𝐧𝐃𝐢𝐬𝐤: Bernstein reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏,𝟐𝟓𝟎, 'How High Can Estimates and the Stock Go?'
Analyst sees strong NAND pricing driving earnings upside, with significant undervaluation and asymmetric upside potential.
$WDC | 𝐖𝐞𝐬𝐭𝐞𝐫𝐧 𝐃𝐢𝐠𝐢𝐭𝐚𝐥: Morgan Stanley maintains 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭, raises 𝐏𝐓 𝐭𝐨 $𝟑𝟖𝟎
Analyst sees HDD shortages through CY28 and stronger pricing driving margin upside.
🚨 BREAKING: VP JD Vance has just boarded Air Force Two in DC, en route to PAKISTAN
Vance will be meeting directly with the Iranians for peace talks, leading the US delegation.
Pray for JD’s success! 🙏🏻🇺🇸
BREAKING: President Trump teases the "WORLD'S MOST POWERFUL RESET" in a new Truth Social post ahead of the United States holding face-to-face peace talks with Iran:
President Trump has gone mad as he wages war against Iran, a broken campaign promise.
I fought alongside Tucker Carlson, Megyn Kelly, Candace Owens, and Alex Jones to help get Trump elected.
And now he goes off on a rambling rant attacking all of us in one post.
We NEVER changed, Trump did.
AMERICA FIRST!!! 🇺🇸
⚖️ Q1 was war, Q2 starts with a truce
S&P 500 rolled over into quarter end as oil surged.
Now the flip: truce in place, stocks up, oil down. Q2 starts from weakness.
Rebound, or just a pause?