Senate Reverses Course on Iran; Micron Soars on Forecast

Gene Munster argues that hyperscaler capex growth of 40%+ will sustain longer than most expect, making the AI buildout still early. Micron's strong guidance and multi-year customer agreements confirm this. The market's skittishness is overdone.

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Micron sharp up

Deepwater Asset Management 6.0
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Gene Munster 6.5

Senate Reverses Course on Iran; Micron Soars on Forecast | Bloomberg Daybreak: US Edition

US equities; Semiconductors

ndx

These companies are going to continue to grow faster for longer than most investors expect.

6 calls

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no reliable edge (random outcomes)

1/5/2026 2:32:44 PM	medium term up	20 days later	+0.29%	+0.29%
12/11/2025 11:00:11 PM	long term up	60 days later	-0.27%	-0.27%
10/31/2025 4:21:34 PM	short term up	7 days later	-1.39%	-1.39%
9/29/2025 11:27:56 PM	medium term up	20 days later	+1.87%	+1.87%
9/9/2025 8:50:07 PM	short term up	5 days later	+1.86%	+1.86%
8/12/2025 2:11:31 PM	medium term up	20 days later	-2.59%	-2.59%

Show all 6 ndx results

Nathan Hager

The AI trade is back in play. Nasdaq futures are up more than 2% following earnings from Micron Technology. That stock is up 16.5% pre-market. The largest US maker of computer memory chips says its revenue will be approximately $50 billion in the fiscal fourth quarter, almost $7 billion more than analysts estimated.
Gene Munster

The street is starting to get more comfortable at growth rates for the hyperscalers and the broader CapEx of 40% plus. These companies are going to continue to grow faster for longer than most investors expect. Despite all this skittishness within the market, this is just a resounding endorsement that we are in fact earlier than most believe in the build-out.

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