“I built a machine to remove my own judgment from trading. Best decision I ever made.”
— THE MOLE
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Micron printed $54 billion in revenue last quarter. Nearly 4x year-over-year. Net profit up more than 10x. Guidance well above consensus. Management said supply and demand in the memory market would stay tight through 2028.
Micron reports after the close tonight. Normally I wouldn’t build an entire email around a single earnings print, but this one lands at a spot where two things line up in a way that doesn’t happen often: a real question…
Yes, I’m back. And there’s absolutely no way I’m catching up on two months of market whiplash, tariff hysteria, AI euphoria, and whatever else CNBC is filling increasingly diminishing airtime with these days. Truthfully, it’s very easy to get sucked…
