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These are some awesome machines at work keeping our society running smoothly every day. We take for granted how things end up in our home. A lot of effort goes into all of it before we even know we want or need it. 🔥🔥🔥🔥

🇨🇳🚨✍️📍Modi sarkar should learn directly from China on how to conduct massive, mega competitive national exams!! Just look closely at the way how Gaokao, the giant Chinese equivalent of JEE and NEET, was flawlessly executed now. In a prominent post on X, the Chinese embassy officer Yu Jing, broke down how 1.3 crore students completed the two-day exam under what was described as an all-out, nationwide effort. Gaokao, the world's largest exam & India's JEE/NEET rolled into one, was run smoothly for 13 mn candidates in 2 days. Factories paused operations. Roads completely quieted down. The entire nation rallied hard for its students, showcasing an unmatched scale of discipline and foolproof planning. 🏛️🎓

Micron will be a $3,000 stock within a few years and Jensen Huang just spent a week in Korea telling the world exactly why (Save this). Jensen announced four new products at the Korea event and every single one of them has memory at the center of its architecture. Vera Rubin, the next generation AI supercomputer, needs massive quantities of HBM. The new Vera CPU needs large amounts of LPDDR5. RTX Spark, the first major PC reinvention in 40 years according to Jensen, needs a lot of LPDDR5. And Nvidia's new robotics and autonomous driving platforms are being built in deep partnership with the Korean memory and electronics ecosystem. Every single growth vector for Nvidia in 2026 and 2027 runs directly through memory and Micron is the only US based company that manufactures all of it. Here is what the numbers look like right now. Fiscal Q2 2026 revenue came in at $23.86 billion, up 196% year over year, with 75% gross margins and $6.9 billion in free cash flow, a quarterly record. Management guided Q3 revenue to $33.5 billion at roughly 81% gross margins, with EPS of $19.15. These are not the numbers of a cyclical memory company but rather the numbers of a company that has been structurally repriced by the largest demand supercycle in the history of the semiconductor industry. The reason the bull case reaches $3,000 comes down to three things that have never been true at the same time in Micron's history. First, the entire 2026 HBM supply is already sold out under multi-year contracts. CEO Sanjay Mehrotra told analysts that Micron can currently only fulfill 50% to two thirds of key customers' HBM demand at any price. Second, Micron has begun volume shipment of HBM4 12-Hi specifically for Nvidia's Vera Rubin platform, the exact product Jensen was talking about in Korea and has signed its first five year strategic customer agreement, converting what was historically a quarterly negotiation business into something closer to a long-term recurring revenue model. Third, Wolfe Research's bull case model points to $160 billion in calendar year 2027 revenue and $80 in EPS. At even a 20x earnings multiple, modest for a company with this growth profile, that is a $1,600 stock. UBS has already tripled its price target to $1,625. The path to $3,000 requires HBM4 to ramp smoothly, supply constraints to persist into 2027 as Mehrotra says they will, and hyperscaler AI capex to continue growing at its current trajectory, all three of which Jensen Huang just confirmed in Seoul. The HBM total addressable market alone is projected to reach $100 billion by 2028, a forecast Micron itself already pulled forward two years ahead of schedule because demand arrived faster than anyone modeled. Micron trades at roughly 9x forward earnings today. That is cheaper than a grocery chain, for a company growing revenue at 196% year over year, with its entire production sold out, supplying the infrastructure for the most important technology buildout in history. Come join Milk Road Pro for our full breakdown of the Micron bull case how we think about the HBM4 transition timeline, what multi-year customer contracts mean for Micron's valuation multiple expansion, and our entire AI thesis. Link below!

Tesla Full Self-Driving just delivered another impressive real-world demonstration of autonomous driving technology 🚗🤖 Running on FSD HW4 (v14.3.2), the Tesla detected unexpected debris on the highway, smoothly reduced speed from 72 mph, and executed a controlled evasive maneuver under an overpass—all while maintaining stability and lane awareness. What’s even more impressive is how naturally the system handled the situation.