$1,000 follows their calls into $1,012
Greg@GS_CapSFBonds have entered a buyable range according to my bond valuation model. Not a short term timing tool though. $TLT
Greg@GS_CapSFYikes…. Melting ice 🧊 $LULU
LiveSquawk@LiveSquawk$LULU | Lululemon Q2 27 Earnings: • Revenue: $2.42B (est $2.46B) • EPS: $2.92 (est $1.80) • Total Comparable Sales Ex-FX: -9% (est +4.28%) • Sees Q3 Revenue: $2.29B To $2.32B (est $2.53B) • Sees Q3 EPS: 93c To 98c (est $2.41)
Greg@GS_CapSFClassic example of hyperbole and sentiment off of a headline creating opportunity in markets. Neither lab will slow down because doing so will open the door to your competitor moving ahead. But the bull case on AI rests on inference demand, not training demand. Inference will
Brian Sozzi@BrianSozziAI stock pre-market vibes off Anthropic CEO Dario Amodei's gloomy 3,800 essay: 🔻Marvell: -7% 🔻SK HYnix: -7% 🔻CoreWeave: -6% 🔻Sandisk: -6% 🔻Intel: -6% 🔻AMD: -6% 🔻Micron: -5% 🔻Super Micro: -5% 🔻Dell: -3% 🔻Broadcom: -3% 🔻Nvidia: -3%
Greg@GS_CapSFCycle through 2030 is not reflected in markets. Markets already pricing a peak. $MU $SKHY $SNDK $WDC
The Transcript@TheTranscript_SK Hynix CEO this week on the memory situation: "There are no clear signs of a downturn, so this situation will continue through the end of 2030...Even if a downturn comes, it will be closer to a gradual decline or flat trend rather than a steep drop,. After 2030, I believe
Greg@GS_CapSFYikes for the AI bears. 2027 & 2028 stronger than 2026 $MU
The Transcript@TheTranscript_$MU Micron CEO: "As strong as fiscal 2026 was, we expect fiscal 2027 to be even better. Industry demand has strengthened since our last earnings call, and we expect memory and storage supply-demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026."
