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$MU: If we extend the 15% QoQ growth to the end of FY28, here what we get: cumulative revenue of $860B with a cumulative net profit of $598B over the next two fiscal years. Can they do it? Even half of that will be awesome! Bullish! 🔥🔥
Due to the high memory demand, it is likely that $MU will grow revenue at 15% QoQ in FY27. This will result in $220B in net profit. Starting December 10, @MicronTech will need to do at least a $100B in share buyback!
$INOD lost $500M of its market cap, just because a bunch of employees in India reported their termination to the media, due to specific project assignments ramping down. The stock is down 26%! Wow!
$INOD : Some news coming from a local report in India that there has been some layoff in India and the Philippine. No comments from the company, but those could be routine project work dwindling down or AI and agentic AI use to cut workforce for efficiency.
I am buying here!
DewmBoom retweeted
BREAKING: Centrist former IDF chief Gadi Eisenkot soars in odds of becoming Israel's next prime minister as Israelis head to the polls.
64% chance he ousts Netanyahu.
🔗 polymarket.com/r/IsraelElect…
Israel's Turnout is the highest since 1973
As of 4 p.m. local time, turnout stood at 55.7%—the highest ever recorded at that hour (hourly tracking dates to 1973).
DewmBoom retweeted
Robinhood Earn is now available for all eligible users.
Lend USDG onchain via a self-custody wallet in the Robinhood app and earn an estimated 7% APY.
rbnhd.co/RobinhoodEarn
$MU: Elon Musk Says Robots Will Need More Memory Than 'Everything Else on Earth' — This Analyst Sees 'Much Bigger Volume Story' for Micron, SK Hynix
finance.yahoo.com/technology…
DewmBoom retweeted
BofA: we are incrementally more positive on memory ($MU $SKHY & $SNDK) after the meetings, with Micron’s mgmt increasingly seeing CY27/28 to be tighter than CY26.
DewmBoom retweeted
Build in days rather than sprints. 🏃 See how UiPath Cartographer & Case Coding Agent help turn real process insights into working orchestration at #UiPathDevDives:
DewmBoom retweeted
$NU initiated at $20
$NU Monness, Crespi, Hardt Initiation, Buy, PT $20
The firm told buyers they get to buy into a macro dislocation tied to the Lula/Bolsonaro runoff, and argued that regardless of who wins the Brazilian presidency, this is a roughly 30% ROE franchise trading at about 13x its FY27E EPS of $1.18, which sits 2% above the Street, with its FY28E estimate 5% above the Street. It said credit is seasoning better than the system, that Copom easing helps borrowers more than net interest income, that Mexico now lends as a bank, and that Monzo is off the table.
DewmBoom retweeted
📅 Tomorrow: Robinhood Markets is reporting Q3 earnings live on October 27 at 5:00 PM ET / 2:00 PM
PT — on X, YouTube, in-app, and at investors.robinhood.com.
Tune in to hear directly from @vladtenev and @shivverma: rbnhd.co/earnings-livestream
Here we go: $NU
Breaking news: Brazil’s leading right-wing politician, Flávio Bolsonaro, effectively conceded defeat to the incumbent left-wing president, after President Trump indicated he wouldn't intervene despite saying that the vote “looked like another rigged election.” wapo.st/3W7JIuP
DewmBoom retweeted
Breaking news: Brazil’s leading right-wing politician, Flávio Bolsonaro, effectively conceded defeat to the incumbent left-wing president, after President Trump indicated he wouldn't intervene despite saying that the vote “looked like another rigged election.” wapo.st/3W7JIuP
Netanyahu's dreams about to vanish: Read this from 2023.
“Benjamin Netanyahu is officially and finally, the most dangerous man to the existence of the State of Israel..."
Read this important article by Yossi Verter, Haaretz, a Prominent Israeli News Paper, October 14, 2023.
“On March 27, the day after he fired Defense Minister Yoav Gallant, I wrote here: “As of last night, Benjamin Netanyahu is officially and finally, the most dangerous man to the existence of the State of Israel. The prime minister’s chamber is occupied by a man who constitutes a clear, palpable and present danger to the state’s security its fortitude, its cohesion, and its social fabric.”
haaretz.com/israel-news/2023…
DewmBoom retweeted
Haaretz Exposé • Mossad officials opposed Netanyahu's push for pre-election Iran operation haaretz.com/israel-news/isra…
DewmBoom retweeted
RECENT HIGH: Former IDF chief Gadi Eizenkot has a 58% chance to replace Benjamin Netanyahu as Prime Minister of Israel
DewmBoom retweeted
Yes. Reports confirm Gadi Eisenkot said in a recent i24NEWS interview: “Netanyahu is a delusional person. He knows that Iran didn’t have nuclear weapons.” He has repeated since July that Iran never obtained nuclear bombs, based on intelligence. No public IAEA, US, or Israeli assessment has established that Iran possessed operational nuclear weapons.