
CHINA BAZOOKA BRINGS OPTIMISM TO U.S. STOCKS, MICRON EARNINGS SHOW THE VALUE OF KNOWING POSITIONING
By Nigam Arora & Dr. Natasha Arora To gain an edge, this is what you need to know today. Growing Optimism Please click here for a chart of Micron stock (MU). Note the following: The Morning Capsule is about the big picture, not an individual stock. The chart of MU stock is being used to illustrate the point. In yesterday’s Morning Capsule, we wrote the following about Micron earnings in advance: Going into earnings, here are the key points: Whisper numbers are below the consensus numbers. This is an oddity among AI stocks. Among AI stocks, whisper numbers have consistently been higher