$MU Q4 FY26 REPORT, AFTER YESTERDAY'S CLOSE: RECORD QUARTER AND AN FQ1 GUIDE OF $61.5B → Revenue of $54.23B versus the $50.78B consensus, with adjusted EPS at $33.42 against $31.28 expected → Core Data Center revenue reached $18.00B at a 90% gross margin, with Cloud Memory at $16.28B → Fiscal Q1 guidance of $61.5B and $38.15 adjusted EPS, above the $57.0B and $35.40 consensus Shares are down around 1% at the open, with DRAM called the primary constraint in AI data centers and 75% of fiscal 2027 shipments already committed.

>be me >finally buy the dip >Trump rejects Iran's 7-day plan >BTC dips again >new dip unlocked >buy that one too >jobs data this week >mfw I am the dip Reply with your average entry. No lying.

$NVDA is up around 2% at the open, with a record $150B increase to its share repurchase authorization. The remaining amount authorized totals $235B, with the program running through fiscal 2028 and the increase topping Apple's $110B approval in 2024. Trade $NVDA volatility with a Vest Capital funded account and access up to $25k in trading capital.

Back in the shelf, green candles loading

Momentum cloud + Fibs = chef’s kiss

$COIN is rebounding from Tuesday's Senate defeat of the CLARITY Act, up around 12% on the session. The SEC issued a five-year innovation exemption that allows tokenized versions of U.S. stocks to trade on blockchain venues, with a comment period open. Crypto-linked equities are broadly higher, with $MSTR, $HOOD and $CRCL also up on the session.

Equities are rebounding after the Fed's first hike since 2023, with $ES up around 1% and $NQ around 1.6% on the day. Friday's quarterly expiry covers index futures, index options and single-stock options, with the S&P 500 and Nasdaq-100 rebalances taking effect Monday. Trade $ES and $NQ volatility with a Vest Capital funded account and access up to $25k in trading capital.

bounce was nice but now it’s just sideways pain

Weak market? This stock don’t care

$ES is down around 0.6% and $NQ around 0.7% on today's session, with Treasury yields back above 5%. The 10-year yield touched 5% on Monday for the first time since October 2023, with the Fed decision due Wednesday and a quarter-point hike around 90% priced. Trade $ES and $NQ volatility with a Vest Capital funded account and access up to $25k in trading capital.

Not looking to buy either, waiting for real confirmation

$BMNR is up close to 8% on the session, with $ETH trading higher and crypto treasury stocks broadly rebounding. The Senate holds a cloture vote on the CLARITY Act on September 15, and Bitmine holds 5.93 million ETH as of September 7, about 4.9% of supply. Trade $BMNR volatility with a Vest Capital funded account and access up to $25k in trading capital.

Only adding at 120 for me

Breaking those dots already… not good

At the open, $NBIS is up around 3.5%, with Palantir naming Nebius its preferred sovereign AI infrastructure partner. Nebius compute and inference endpoints enter the $PLTR enterprise perimeter post-integration, with modular data-center deployments planned at power-ready sites. Trade $NBIS volatility with a Vest Capital funded account and access up to $25k in trading capital.

Memory names are leading the tape into the US long weekend, with $SNDK up around 10% and back above the $1,700 level. SanDisk's long-term agreements cover roughly two-thirds of its fiscal 2028 NAND supply, with data-center revenue up 437% in fiscal 2026. $MU is up around 4%, with reports of a plan to roughly double HBM capacity to near 100,000 wafers a month by year-end.

$PLTR is up around 8.2% on today's session, alongside PwC and Palantir expanding their AI alliance. Shares fell around 6% on Wednesday, with Alphabet's Fairwind Program offering a rival AI model to government buyers. The AI-native deals platform targets M&A execution up to 50% faster, with one-time transaction costs up to 45% lower.

Based analysis as always

Solid monthly structure. The momentum cloud at 9.81 is a clean decision point. Prefer waiting for the $12.82 break + retest before sizing up

$CRDO reported Q1 FY27 revenue of $479M, up 115% YoY, with adjusted EPS of $1.20 versus the $1.17 expected. At the open, $CRDO is down over 8%, with the beat-and-raise weighed against margin pressure from the DustPhotonics deal. → Revenue: $479M vs. $470.38M consensus → EPS: $1.20 vs. $1.17 expected (adjusted) → Q2 guide: $525-$535M revenue vs. ~$516M Street estimate; 67%-69% adjusted gross margin Optical revenue is on track to exceed $600M in FY27, with ZeroFlap, silicon photonics, and optical DSPs each contributing over $100M.