τop τick crypτo 📁 🤖🧠

I learned that AYZ has deleted everything he wrote over the years… It’s very unfortunate. Mainland Chinese investors should be rational....

First 5-year SCA signed. New EUV layer roadmap. ✍️

Trip hop has aged incredibly well. Portishead, Tricky and Massive Attack sound great today. Name any other niche time specific genre that doesn't sound embarrassing and clunky 20 or 30 years after its heyday.

FYI the last time 2 yields backed up above fed funds while curve bear flattened and oil was rising above 100 was April-May 2008

I don’t own enough $ASML (it is my largest position) $MU

$MU (Bloomberg) -- Micron forecast adjusted revenue for the third quarter; the guidance beat the average analyst estimate. THIRD QUARTER FORECAST •Sees adjusted revenue $32.75 billion to $34.25 billion, estimate $23.66 billion (Bloomberg Consensus) •Sees adjusted EPS $18.75 to $19.55, estimate $11.29 •Sees adjusted gross margin about 81%, estimate 72.4% •Sees adjusted operating expenses about $1.4 billion, estimate $1.51 billion SECOND QUARTER RESULTS •Adjusted revenue $23.86 billion vs. $8.05 billion y/y, estimate $19.74 billion •Adjusted EPS $12.20 vs. $1.56 y/y, estimate $9.00 •Adjusted gross margin 74.9% vs. 37.9% y/y, estimate 69.1% •Adjusted operating income $16.46 billion vs. $2.01 billion y/y, estimate $12.1 billion •Adjusted operating income margin 69% vs. 24.9% y/y, estimate 62.2% •Cash flow from operations $11.90 billion vs. $3.94 billion y/y, estimate $8.93 billion •R&D expenses $1.25 billion, +39% y/y, estimate $1.2 billion •Adjusted operating expenses $1.42 billion, +36% y/y, estimate $1.41 billion •Cloud Memory revenue $7.75 billion •Core Data Center revenue $5.69 billion •Mobile and Client Revenue $7.71 billion •Automotive and Embedded rev. $2.71 billion COMMENTARY AND CONTEXT •Approved A 30% Increase in Quarterly Dividend •Shares Rise 1% After 3Q Sales Forecast Tops Estimate •Declared Quarterly Dividend of $0.15 Per Share •"Micron set new records across revenue, gross margin, EPS, and free cash flow in fiscal Q2, driven by a strong demand environment, tight industry supply, and our strong execution, and we expect significant records again in fiscal Q3," said Sanjay Mehrotra, Chairman, President and CEO of Micron Technology. •"Reflecting confidence in the sustained strength of our business, our board has approved a 30% increase in our quarterly dividend." NOTE •For Bloomberg Consensus estimates used in this story see: MU Equity MODL •Shares rise 2.3% in post-market trading to $472.40 on 458,610 shares traded •48 buys, 5 holds, 0 sells

👀"NO MORE ATTACKS WILL BE MADE BY ISRAEL pertaining to this extremely important and valuable South Pars Field unless Iran unwisely decides to attack ... Qatar - In which instance the US, with or without the help or consent of Israel, will massively blow up the entirety of the South Pars Gas Field"

It's official: "onchain" not "on-chain" Footnote 1 from SEC guidance yesterday

Sellside pulse check on power: “Is power generation becoming the contemporary SaaS model for hard assets?” Oh boy

...serenity now...

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Noticing a pattern where the Hyperliquid perp listing marks the top of tradfi assets