I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, ...

Quick Read Micron (MU) guided Q2 FY2026 non-GAAP EPS of $8.42 and non-GAAP gross margins of 68%, with Street estimates implying $19.15 EPS for next quarter versus consensus of $11.70, while the stock trades at just 14x forward P/E despite 175% year-over-year earnings growth and four consecutive quarters of EPS beats. CEO Sanjay Mehrotra forecast the HBM market expanding from $35B in 2025 to $100B by 2028 with industry supply remaining substantially short of demand, positioning Micron’s locked-in calend ...

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