☕️ What to expect from Micron and 8,000+ end of year!
Sep 30, 2026Howdy! 👋
My New York Odyssey continues.
I sat down for a wonderful conversation with the super smart Taylor Riggs earlier today and spoke about Micron, yields, AI and more. (Watch)

Stick to the plan!
The Fed preferred inflation gauge came in – ta da! – much lighter than expected, exactly as I have repeatedly suggested would be the case.
What’s more, private sector jobs rose by 90,000 in September... also better than expected, and, as I suggested.
This is great to see because it means good news is actually good news... for our economy and for investors worldwide.
Buy the best, ignore the rest!®
Speaking of which, we are only a few hours away from Micron reporting – I can’t wait!
Bottom Line
Don’t chase yesterday’s trends.
Instead, position for tomorrow’s inevitabilities.
You got this — I promise.
As always, let’s MAKE it a great day!
Keith 😀