Disclaimer: This is not financial or investment advice.

Be your own judge – Comparing MU GOOGL AMZN AMD MSFT META NVDA

Be your own judge. Many of my friends still view $MU as expensive or “already run up too much,” without digging into the actual fundamentals—especially compared to other big tech/AI names. Here are the key estimated forward-looking facts (as of late April 2026, consensus from sources like Yahoo Finance, GuruFocus, and analyst notes). Note how $MU stands out on valuation relative to its expected earnings ramp from AI/memory demand against $AMZN $AMD $NVDA $MSFT $META $GOOGL. I generate positive cash flow from each trading week week. Feel free to do it along with me at my discord channel .

Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel..

Similar Posts

  • | | |

    Watch List for Oct 1, 2025

    By11CTrades

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the 2nd before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    List of Bullish Stocks for Oct 2 Trading

    Stock SymbolNotes (stable market = 0.2% range for Nasdaq)My 1st PTSLEntry Only at or just Above
    ARMIn a stable market, enter above 149.4156148.2149.4
    ARRYIn a stable market, enter above 9 no more a play10.58.89
    ASTSIn a stable market, enter above 565955.156
    BABAIn a stable market, enter above 182189181.37182
    GOOGLIn a stable market, enter above 246252243.6246
    MDBIn a stable market, enter above 324330318324
    NVDAIn a stable market, enter above 188194184188
    ORCLIn a stable market, enter above 290296285.8290
    TEMIn a stable market, enter above 879285.3687

    If you find the watchlist useful and profitable, please consider becoming a subscriber

  • | | |

    CENX – A STRONG CASE FOR INVESTING

    By11CTrades

    Disclaimer: This is not financial or investment advice.

    A Strong Investment Case for CENX – Century Aluminum

    About CENX – Century Aluminum Co. is a producer of aluminum and operates aluminum reduction facilities, or smelters, in the United States and Iceland. Its products include standard ingots, T-ingot, extrusion billet, horizontal direct chill ingot, molten, slab, and sow.

    A Case for CENX – Aluminum is moving from a supporting role to center stage in the global green transition. The metal is light and strong, and also endlessly recyclable. This makes it essential for electric vehicles (EVs), solar panels, power lines, and low-carbon buildings. Aluminum is critical for national security – an essential input for military aircrafts and advanced defense systems. Global demand for aluminum is rising fast as countries expand renewable power and electric transport. The International Aluminum Institute (IAI) expects aluminum demand to rise by 40% by 2030. This growth is fueled by clean-tech uses.

    Trump tariffs put 50% charge on all non-domestic aluminum products. As a result, aluminum spot premium have gone up nearly 100%. CENX raised guidance for the year but hinted that the full effects will come next year. A shift in U.S. industrial sector policy, added by these tariffs and the focus on domestic manufacturing, is creating a uniquely profitable environment for CENX.

    The financial impact of this policy is visible in the company’s guidance. For Q3’25, Century issued an optimistic forecast for Adjusted EBITDA in the range of $115 million to $125 million. Management explicitly linked this strong earnings projection to the benefits of higher domestic premiums, offering clear evidence of the policy’s effect on profitability. Century is actively reinvesting to meet the growing demand for domestically sourced aluminum.

    Please consider becoming a subscriber. You will get an exclusive access to my watchlists here and my private discord channel where I share my real-time trades with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies.

  • | | |

    My best trade for the week of 20th Jan 2026

    By11CTrades

    My attack plan is a to-do for myself based on my own extensive research. The plan includes PTs and SL for selected BULLISH stocks, assuming stable market (Nasdaq is within -.02% range) conditions. Geopolitical or macroeconomic events may invalidate this plan. I may revise it on the morning of the trading day before the market opens. You may pick and choose these names based on your level of risks. Disclaimer: This is not financial or investment advice.

    I plan to generate positive cash flow from this setup

    One of the most explosive trading set ups. The company has already secured one of the largest AI contracts to date with a large hyperscaler and has the largest near-term development pipeline with over 2GW of incremental capacity expected to fully energize by 2027. I plan to generate positive cash flow from this trade next week. Feel free to do it along with me at my discord channel.

    Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel.

  • | |

    Energy stocks in the age of energy hungry AI

    By11CTrades

    Energy sector is going to power the age of AI for the next few decades. As Melius-research puts is “much like Thomas Edison ushered in the era of electricity more than a century ago, artificial intelligence may be driving a new “Age of Electrification,” That’s an excellent summary. Energy companies are well positioned to power AI and will will be the biggest winners. The company likes, and I fully agree (and in fact I have been accumulating these name already) these names: CEG Constellation Energy, VST Vistra, NEE NextEra Energy, NRG NRG Energy, and TLN Talen Energy.

    AI computing requires vast amounts of power. “The energy sector is therefore the “enabler” of the AI revolution” as Melius puts it. These companies are locking in years long power purchase agreements with various data centers. Data-center electricity demand growth is estimated to hit 219 gig watts in 2030, up from 82 gigawatts in 2025, Melius said. 

  • | |

    Picks and Shovels – Power Plays in AI Energy Era

    By11CTrades

    Power and Automation Plays

    Investors are always looking for ways to play big trends — AI and electrification. The AI boom is no longer just a GPU or CPU story. As hyperscalers scale, the bottlenecks are increasingly in the area of power and automation. These industrial names, which all provide power and automation technologies, are likely to outperform the market. They are gas turbine makers Siemens Energy and GE Vernova, power technology providers Hubbell and Schneider Electric, and automation technology providers Honeywell, Emerson Electric, and Siemens.

    Join me at discord channel to get the updates of what I end up trading on the day. You can trade with me in real time including the entry and exit points.

    Please consider becoming a subscriber. You will get an exclusive access to my private discord channel where I share my real-time trades ( stocks names, entry and exit points) with you to trade along with me. I spent considerable time/effort each day in compiling the best of the best trading strategies. Discord: Join me on the success at my premium discord channel.

  • | |

    Trade these charts, not those charts

    By11CTrades

    It may seem obvious to seasoned traders, but few have the discipline to stick with it consistently. Trade stocks with shorter-term moving averages rising above longer-term ones, supported by volume at least double the average, and focus on companies that consistently exceed earnings and revenue expectations while showing expanding margins. That’s the formula—simple as that.

    DO NOT TRADE STOCKS IN HOPE OF A TURNAROUND, HEARSAY, OR EMOTIONS.

    .Go After charts like these:

Leave a Reply