@investmentguru_Jun 22, 2026 · 1:31 AM

WEEK AHEAD: PCE, GDP & MICRON EARNINGS This week could be a major one for AI infrastructure, semiconductors, and the broader market. Key Earnings • $CCL – June 23 • $FDX – June 23 • $MU – June 24 ⭐ Key Economic Data • New Home Sales – June 24 • PCE Inflation – June 25 • Final Q1 GDP – June 25 The Main Event: Micron ($MU) Micron enters earnings after a massive rally, fueled by unprecedented AI demand for DRAM, NAND, HBM, and enterprise SSDs. HBM remains one of the biggest bottlenecks in the AI buildout, and supply constraints continue to support pricing power and margins. The market will be watching guidance closely for clues on the next leg of the AI infrastructure cycle. What Else Matters? • PCE inflation expected at +0.5% MoM • Annual PCE projected at 4.1% • Core PCE expected at 3.4% • Final Q1 GDP expected to show continued economic resilience Heat List $NVDA $MU $MRVL $INTC $AVGO $MSFT $GOOG $TSLA $NOK The AI infrastructure trade remains in focus. This week may help determine whether semis and AI leaders continue their momentum into the second half of the year. #AI #Semiconductors #Micron #NVDA #MRVL #Investing #StockMarket

@dustinhuntwnMar 30, 2026 · 7:48 AM

$SPY might bail on $SMCI and buy $CCL When oil sells off it will pop. People won't want to fly expensive to places. Pay jacked up air fares. People won't want to drive far for vacation either. Probably they will take cruises more to avoid flying and driving. Then oil will collapse from overbought conditions with any good news.