Optics stocks jumped on a US Senate bill targeting Chinese optical transceivers. Why it is a slow laser-pricing story, what changed in the Millionaur portfolio, and two corrections to yesterday’s post.
Micron gave investors a capacity date. It did not give us an end date for the memory shortage. In its September 30 results, Micron reported $54.23 billion of fiscal fourth-quarter revenue and an 87.0% adjusted gross margin. For the next quarter, it guided to $61.5 billion of revenue, plus or minus $1.5 billion. Those are […]
The extra week in Micron’s quarter changes the question I will ask after today’s report. Micron reports after the US close on 30 September. Its June release guided fiscal Q4 revenue to USD 50bn ± USD 1bn and gross margin to about 86%. Its June 10-Q says Q4 has 14 weeks. The following quarter normally […]
Ahead of Micron’s results, a dated Millionaur portfolio snapshot and a conditional memory allocation test.
Ahead of Micron earnings: customer commitments, overlapping memory exposure and preserving portfolio flexibility. Portfolio snapshot: 28 September 2026.
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1️⃣ Understand macro fundamentals, long term cycles and trends, to identify best asset types for investing: ⌛️ At end of a big debt cycle invest mostly in value stocks from profitable cashflow producing companies. Why? Rate hikes make cash valuable & debt expensive. Value has been outperforming growth since rate hikes started. The @Millionaur portfolio […]
“In 1,000 parallel universes, you want to be wealthy in 999 of them. You don’t want to be wealthy in the 50 of them where you got lucky. We want to factor luck out of it.” – Naval Ravikant ⚠️ Most traders (67% per eToro newsletter) lose money in markets that always go up long […]
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