Hi. I live in little italy, and am a medstudent at rush. Im moving like 100 ft down the road on either july 18th or jul 25th weekend.
Looking for 1 able bodied 💪 person for 6 hours for 300 $. I dont have too much stuff tbh but short on time as im studying for an exam this month and would love the help to speed things up!
Dm me if interested!
https://x.com/pequityresearch/status/2069095570065551385
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BERNSTEIN: Global Memory
> Analysts forecast a 2-2.5x increase in HBM Average ASP year-over-year (YoY) heading into 2027. This price hike is expected across all generations of HBM (HBM3, HBM3E, HBM4, etc.).
> DRAM industry prices are forecasted to continue rising after 2QCY26 (though at a slowing quarter-over-quarter rate) and are expected to hit their cyclical peak in CY2027.
> Conventional DRAM currently generates considerably more revenue per wafer capacity than HBM.
> The gross margin gap between conventional DRAM and HBM is expected to significantly contract by 2027, with conventional DRAM GM approaching the mid-90% range and HBM GM climbing near 90%.
> Samsung is projected to gain HBM market share by bit shipment (climbing from 28% in CY2025 to 46% by CY2027E), driven by better HBM4 performance and increased capacity.
> Due to the massive expected price increases, HBM's contribution to total DRAM revenue is forecasted to experience a sharp, V-shaped rebound for all major players starting next year, hitting an industry total of nearly 40% by CY2027E and up to ~45% by CY2028E.
> Across all three major memory makers, earnings are modeled to reach a peak in the second half of calendar year 2027 (2HCY27). Samsung's EPS is expected to spike just past 20,000 KRW. SK hynix's EPS is projected to max out near 150,000 KRW. Micron's Non-GAAP quarterly EPS is forecasted to push close to $47.00–$50.00 USD.
https://x.com/pequityresearch/status/2069209199653879825
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BERNSTEIN: Global Memory
More on their gross margin and revenue estimates for SK Hynix $000660.KS, Samsung $005930.KS, and Micron
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SK Hynix:
> 2026E revenue stands at 369,627 KRW Bn with an 87.9% gross margin.
> Revenue is projected to hit a massive peak of 582,611 KRW Bn, coinciding with its highest gross margin of 91.7%.
> Following the 2027 peak, revenue drops significantly to 319,374 KRW Bn, and the gross margin retracts to 81.2%.
Micron:
> Micron's revenue is expected to peak at 253,800 US$B with its highest gross margin at 87.8%.
> Revenue declines to 207,100 US$B in 2028E, with the gross margin pulling back to 82.7%.
> Micron shows the sharpest upward trajectory between 2026E and 2027E, with revenue more than doubling from 122,600 US$B (at a 78.9% margin).
Samsung:
> Samsung's revenue is projected to hit a significant peak of 920,481 KRW Bn, matching its highest gross margin of 88.6%.
> From a 2026E baseline of 678,209 KRW Bn in revenue and a 77.8% gross margin, the company experiences strong upward momentum into the following year.
> Following the 2027 peak, both metrics show a sharp decline. Revenue drops to 591,825 KRW Bn (lower than its 2026E starting point), and the gross margin falls significantly to 66.9%.
Unbelievably high 2027 gross margin estimates for all 3 companies, it is higher than I thought it would be...
Hi guys, tbh I really don't know how to interpret this data properly or what the best site is to get it from. Wanted to drop this in the sub though:
https://unusualwhales.com/stock/MU/greek-exposure
It shows Put wall at 1100
Call wall at 1200
Gamma flip at 1049.
I think this means we should at least bounce around the two walls within the next two days, can anyone provide some basics on how and when to use this data appropriately and what site/visuals are best to interpret?
edit: also descending triangle forming on the 5 minute
What percent of you actually wanted to get into medicine to “help others” or because “i love this <insert specialty>“
Maybe im a sociopath but I find it almost unbelievable that even half of you believed what you wrote on your ps or secondaries… that you had this dream to be robinhood.
Ill start. Basically my life sucked and i joined medschool to compensate for everything i didnt have… genuinely the best decision i could have made. People are nicer, more respectful, acknowledge your presence and the downstream income is a nice add too
Would love to hear the unfiltered responses
Edit:
i think im a little misunderstood. I also want to help people and make a difference and find this job spiritually fulfilling and many of the other reasons you all mentioned as well, but in the end I am doing this for me and all other reasons are secondary. I was so poor and despondent, medicine was my golden ticket to life. From my perspective “helping others” is a PRIVILEGE, and some of us need to help ourselves before we can even think to start paying it forward. Thankfully that has started to change for me.
Wanted to start a discussion about this, would love to hear your thoughts? How much is true?
Typically the market prices things in before retail. Overall the US economy is quite bullish on AI, and I think the anthropic IPO will at least initially start as very successful. Since amazon and google both own around 15% of Anthropic, and assuming the IPO will be successful, its possible the market will bring amzn and goog near ath's around the time of IPO to justify their newfound paper gains.
Kind of a similar thought process of how spacex IPO was preceded by all space industry stocks mooning the weeks-months before.
What am I missing? Is this likely at all?
Hi all. I don't know too much about fundamentals but have been trying to wrap my head around what a realistic price target for MU is. Personally, I'm bullish, but I'm gonna spitball some random calculations and hopefully someone can correct me:
Q3 guidance was 33.5 b revenue, gross margin 81%, opex 1.4 b, diluted eps 19.15.
Playing forward next twelve months (NTM) eps with a (random) modest 15% gain in eps qoq we get:
19.15 + 19.15 *1.15 + 19.15 *1.15^2 + 19.15 *1.15^3 = 95 ~ 100 eps NTM
UBS mentioned 2027 eps to be 155, so NTM 100 eps sounds reasonable to me.
100 x 10 forward PE gives a PT of 1000$...
UBS and others in this subreddit are expecting 15+ forward PE if Micron can execute, raise guidance and demonstrate non cyclical memory demand. Sanjay in the last earnings report mentioned they had signed their first 5 year strategic customer agreement with a hyperscaler (SCA) with further sca's in negotiation. HBM is also supposedly sold out for 2026. There are some uncertainties about how much HBM4 capacity has come online since the last quarter and if any more SCAs have been signed for 2027. If both of those are successful, then I think I could understand a forward PE of 13ish after earnings, giving a PT of 1300$, which seems reasonable given the stock's movement patterns
LMK if my price target method is flawed or any advice you may have in learning more
reposting ubs repricing summary below:
340$ call x1
exp 6/17/27
I'm in it for the long haul
