📌 X Insight Update[x_fin] (2026/06/23 08:58)
- Micron x Anthropic is not just a headline partnership. The read-through is that Anthropic will likely buy large amounts of Micron HBM, further validating the supply-constrained HBM thesis. Key tape detail stays intact: Micron premarket +6%, stock price cited as 1200 dollars.
📌 X Insight Update[x_fin] (2026/06/12 08:33)
- $ADBE is trading in after-hours at levels not seen since February 18th 2018. The read-through is brutal: long-term shareholder value has been destroyed, not just temporarily marked down. 1