M D
1.3K posts

M D
@racing49
South Dakota guy living in Minnesota Don't look back, it's gone. Always look ahead Living with RCC cancer sucks, it's the only choice I have Race fan Jeep owner
Katılım Mayıs 2009
758 Takip Edilen171 Takipçiler

The family of a 3-year-old girl alleges that she endured sexual abuse while in a foster home after immigration officers separated the child from her mother when they crossed the border illegally in 2025. fox9.com/news/family-gi…
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The Education Department says it has terminated agreements that previous administrations reached with five school districts and a college aimed at upholding rights and protections for transgender students. The decision Monday means the department will n... kstp.com/kstp-news/top-…
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@CrimeWatchMpls They do the exact same at lifetime in Eden Prairie (crosstown) less the gun fire. Fights inside the building, take over machines. Bad situation.
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2/
A source reminded us:
"The LA fitness in Edina has been the site of two shootings and numerous assaults by Somalis. They live a couple blocks away in Parklawn Ave and Parklawn Ct. They walk into LA fitness without a membership and go right past the staff. Staff have been told to not confront them, this is daily."
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@CrimeWatchMpls So Minnesota will hold someone for a warrant in Wisconsin, but won't hold a criminal that broke into our country illegally, so they can be deported.
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An overnight car theft in north Minneapolis seemingly led to gunshots, a police chase and a crash, leaving two teens wounded and a man in custody, MPD says. kstp.com/kstp-news/top-…
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@TheDemocrats Minnesota is taking all the money and handing $$$ straight to Somalians. With a little campaign kickback.
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Trump admits he’s sacrificing Americans' health care to go to war with Iran.

FactPost@factpostnews
Trump: We can't take care of daycare. We're a big country. We're fighting wars. It's not possible for us to take care of daycare, Medicaid, Medicare, all these things.
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@KSTP Nice reporting, three years too late. KSTP doing what they can to support the @MinnesotaDFL and their kickbacks.


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Data reviewed by 5 INVESTIGATES reveals that a spike in HSS claims had the state paying out more than $100 million in 2024, compared to $21 million three years earlier. kstp.com/kstp-news/top-…
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@SaraEisen Go w*ke go broke strikes again. Costco might be next--have you seen their workforce?
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Feeding Our Future defendant Abdul Abubakar Ali will serve one year and one day in prison for his role in the $250 million fraud scheme. kstp.com/kstp-news/top-…
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M D retweetledi

A Minnesota lawmaker wants to bring three major golf tournaments to the Twin Cities metro by 2040, and is seeking state money to get the project off the tee. fox9.com/news/bill-seek…
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M D retweetledi

Stocks Near 52 Week Lows:
MercadoLibre $MELI - $1,600
Fair Isaac $FICO - $1,000
Meta $META - $525
MSCI $MSCI - $523
Mastercard $MA - $485
Berkshire Hathaway $BRK.B - $468
Intuit $INTU - $415
S&P Global $SPGI - $405
Microsoft $MSFT - $355
Domino’s $DPZ - $348
Home Depot $HD - $320
Ferrari $RACE - $317
Visa $V - $295
Adobe $ADBE - $234
Automatic Data Processing $ADP - $200
Accenture $ACN - $192
Salesforce $CRM - $180
Equifax $EFX - $171
SAP $SAP - $163
Waste Connections $WCN - $156
Palo Alto Networks $PANW - $147
Lululemon $LULU - $144
Procter & Gamble $PG - $142
Qualcomm $QCOM - $127
Zoetis $ZTS - $113
Blackstone $BX - $108
Abbott Laboratories $ABT - $103
ServiceNow $NOW - $99
Kimberly-Clark $KMB - $98
Duolingo $DUOL - $95
Medtronic $MDT - $88
Sea Limited $SE - $78
Fiserv $FISV - $53
Nike $NKE - $51
PayPal $PYPL - $43
General Mills $GIS - $36
Novo Nordisk $NVO - $36
Chipotle Mexican Grill $CMG - $30
JD $JD - $28
VICI $VICI - $26
Toast $TOST - $25
Kraft Heinz $KHC - $22
The Trade Desk $TTD - $21
Figma $FIG - $20
Kenvue $KVUE - $17
Snap $SNAP - $4
Buying any?
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@CKCapitalxx Take peek at the price in early April of 2025. I was in shock as what to do. I was in to deep, so unloading wasn't an option, so I bought more.
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$MU seems like such an easy buy after they reported the most insane earnings in its history.
Then stock went down
Revenue of $23.86 billion. Up 196% year over year. They beat estimates by nearly $4 billion. EPS of $12.20 against an expectation of $8.79. Gross margin hit 75%. Free cash flow of $6.9 billion in a single quarter.
Then they guided Q3 to $33.5 billion in revenue. More than triple what they did in the same quarter last year. $33.5 billion in one quarter. That number is larger than Micron’s entire annual revenue in every year through fiscal 2024.
The stock sold off because of capex.
Micron raised its full year capital expenditure guidance to over $25 billion. The market panicked. But here is what the market is missing. Their own CFO said the spending is demand driven not speculative.
Customers are giving them visibility into requirements through 2027 and beyond. The EVP said supply increases are “not really making that much of a meaningful dent in the gap.”
They are spending $25 billion because the demand is real and they cannot build fast enough.
There are only three companies in the world that make DRAM at scale. Micron, SK Hynix, and Samsung. That is it. HBM capacity for 2026 is already sold out.
Every Nvidia GPU that gets built requires memory. Every new generation requires more of it. HBM4 volume production started this quarter for Nvidia’s Vera Rubin platform. HBM4e ramps in 2027.
Micron is forecasting the HBM market alone grows at a 40% CAGR and reaches $100 billion, surpassing the entire 2024 DRAM market.
The stock is trading at roughly 8x forward earnings despite 196% revenue growth and 75% gross margins. That is not a valuation that reflects what this company is becoming.
The earnings were historic. The guidance was historic. The stock is down on the month.
That disconnect does not last.

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@growthrapidly Down over 7% today and dropped below the 50 DMA. Maybe next week, not today.
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