Group 1: Micron Technology - Micron Technology is experiencing a significant increase in stock price, up 78% year-to-date, driven by strong demand for HBM3E memory associated with Nvidia's accelerators, tight supply of DRAM/NAND, and overall price strength in the memory market [2][8] - Analysts highlight record demand for HBM, with supply for 2025 largely accounted for, and rising pricing power as critical factors supporting Micron's performance [2][8] - The company is viewed as one of the limited suppliers of HBM, with next-gen HBM4 expected to be a driver in 2026; any updates on capacity additions and product mix are crucial [8] Group 2: Costco - Costco's upcoming earnings report is anticipated to reflect its defensive business model, focusing on membership income growth, traffic resilience, and updates on fee dynamics [5][7] - The company has demonstrated a strong compounding story, with total returns surging over 600% in the past five years, indicating effective execution through various market cycles [9] - Commentary on traffic, e-commerce, and private-label penetration will be important indicators of Costco's ability to maintain market share in a softer inflation environment [9]