🚀 Micron Just Blew Away Earnings: Why the Market Sold, What It Really Means for Memory, and Where I See the Next Big Move
Episode Description
Here's the podcast I am a guest on - CHASING JOY - we talk about how I came up with the 4 hour algorithm, what got me in to the podcast and some history behind who I am.
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THIS PODCAST NOTES
Just like $NVDA, $LITE, $SNDK and so many other stocks - Sidekick absolutely NAILED the selloff after an earnings beat in $MU. I think this is an opportunity for me to add to what I think could be a great stock. Why did the stock sell off?
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EPISODE SUMMARY
💥 How a massive earnings beat and 80%+ gross margin guide can still lead to a selloff when the market treats memory as “too cyclical.”
💸 Why a 30% dividend hike and self-funded capex (no dilution) change the long‑term story for cash flow and shareholder returns.
📊 What I’m watching next: market-wide profit taking after the Fed, oil as the “new Fed,” and how that backdrop shapes my game plan for this name and the broader 2026 leaders list.
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