Valuation
+4
Oct 1, 2026
•
3 min read
Revenue up 256%, operating margin at 76%, P/CF ratio of 6.8. Micron delivered again. Why I still see MU stock as a trade, not an investment.
Growth Stocks
+5
Jul 3, 2026
Five customers generate 90% of revenue, and the P/E sits above 90 based on 2028 estimates. The best NASDAQ-100 stock of recent months has a profile few people question. I did.
Semiconductors
+6
Jun 26, 2026
2 min read
Micron Technology delivered this week: record quarterly results and what looks like a genuine shift in its business model. And yet I'm sitting on the sidelines. I'm starting to wonder whether the AI boom is showing its first cracks.
May 22, 2026
The numbers are impressive. The market position is unique. Yet NVIDIA is not an investment for me. Just a trade.
SNDK
May 1, 2026
The best-performing S&P 500 stock this year just posted blowout numbers. Here's why I'm watching from the sidelines.
CyclicalStocks
Mar 25, 2026
4 min read
Up 500% in twelve months, and the stock is still cheap. That doesn't happen often.
