Microsoft is Quietly Eating the Memory Inflation, and That is the Whole PointApple down 6% because they're hiking MacBook and i⭐️ Community Spotlight | Micron's Record Quarter, S-REIT Resilience, and the SpaceX Valuation SplitAI capex are spending way too much.....Does it reaThe AI Chip Pullback is a Margin Headline, Not a Demand ProblemStifel keeping Microsoft at $400 even through all Corning up almost 11% on the Amazon fiber deal, thCorning is the cleanest picks and shovels play on Microsoft raising Xbox prices on the same memory cNumbers are insane no doubt, but the stock alreadyhad Corning on my watchlist at $180 for months andMicron Just Printed a Record Quarter and the Whole Memory Shelf is on FireU.S. stocks retreated Friday (SPX -0.5%, NDX -1.2%so Apple's answer to expensive memory is just charCorning ripping 11% on the Amazon fiber deal is ni$Marvell (MRVL.US)$ red on a chip rally day, the cgenuine question, if Apple keeps hiking prices eveTesla signing a 16GW data center power framework w3x semis ETF on a memory supercycle day, you eitheevery time Nvidia dips on some supply chain headliEasiest way to play this whole memory thing is jusMemory Stocks Are Hitting Records Everywhere — But This Isn't 2018 All Over Again$Apple(AAPL.US)Currently sitting at a 11.16% unrea$ BABA 2x Long Daily ETF - GraniteShares(BABX.US)C$Wilmar(F34.SG) under renewed selling pressure tod🦎 ANALYST WATCH | 26 JUN 2026BN4 KEPPELWHAT THE AN$BABA-W(09988.HK)Anyone starting to cut loss here?$Hang Seng TECH Index(STECH.HK)Can the Hang Seng TTechnology Platform Update: Can AI Eldercare Robots Measure “Care-Capacity Release”?I was just discussing about the potential of AppleNo surprises that Apple is doing what it did. RaisBeen holding $Micron Technology (MU.US)$ since theMicron's earnings reinforced that the AI memory cy🏆 Trade Showcase EP.17 In Progress — Congrats to EP.16 Winners!SpaceX's $25B bond pulled in $89B of demand, 3.5x SK Hynix filing for a $29B Nasdaq listing is the sLucky let go MSFT made a bit loss only 😹🙏“What matters is not the eggs, it is the Goose itsAMD bounced back hard after being down 6% intraday🦎 IGGY MIDDAY BRIEF, 26 JUN 2026🍱 Lunchtime check-Tempting to play the 2x Micron ETF after a print lThe World’s Most Cautious Investor Just Described I believe the AI memory boom is likely to continueIntel bringing in the ex SK Hynix guy to run foundIt's up for now. but SpaceX seems too hyped to be Record chipmaker profits are great, but someone paAI memory demand isn’t consumer discretionary — itSanDisk up almost 22% in one day is wild. The new I would say this is a healthy pullback given how m$Microsoft(MSFT.US) Investor enthusiasm has soured