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More on Today's Markets:

Micron Stock: I Called The Supercycle - Here's What Comes Next

Micron Technology, Inc. (MU) shares have gone absolutely vertical over the last month as AI stocks have rebounded sharply on optimism that data center build-outs are chugging along as planned. While MU has certainly already experienced its fair share of gains and then some, I think there's more gas left in the tank.

Palantir's Pullback Hides A Massive Transformation

In my opinion, the problem is that the market has trouble digesting Palantir's fast scaling given its immense rally for several consecutive years. The momentum may have faded but the company is executing exceptionally well. In such conditions, I still view any drop as a long-term buying opportunity since Palantir has become more about AI-based infrastructure rather than enterprise software.

Micron Has The Better Scarcity, Sandisk Has The Hotter Trade

The preferred setup is remaining invested through a relative trade: long Micron for stronger AI-memory durability while hedging cycle and valuation risk with a short Sandisk position.

Intel: Get Out Before The Hype Ends (Rating Downgrade)

INTC trades at nearly twice AMD's and four times NVDA's forward P/E, despite slower growth (than both) and comparable/slower scale and profitability, respectively.

AMD: $600 Target Appears Too Low

Management now projects server CPU TAM to grow over 35% annually, reaching $120 billion by 2030, while UBS predicts the market to surge to $170 billion.

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