$MU now has higher gross margins than $META with 85% at the memory fab versus 80% at the ad platform.
Meta is paying for the AI buildout while supply is committed for years giving Micron the power to set the price.
AWS ALONE COULD BE WORTH $2 TRILLION
$AMZN CEO Andy Jassy says AWS is “booming” with ARR reaching $169B as growth accelerates for a fifth straight quarter to 37% and its AI business surpasses $25B run rate.
AWS also added $4.6B of revenue QoQ (~80% more than its previous
Truly wild how quickly narratives follow price action.
$PLTR was viewed as the clear AI application winner in 2025 when the stock kept climbing but in 2026 it has cooled off as the fundamentals catch up to the valuation and now people are suddenly labeling it as just an LLM
