With the federal government set to pull back significantly from lending to students, private student lenders are gearing up to fill the void. A new report indicates a large share of students could be left behind.
With the federal government set to pull back significantly from lending to students, private student lenders are gearing up to fill the void. A new report indicates a large share of students could be left behind.
JHVEPhoto/iStock Editorial via Getty Images I mark a Strong Buy rating to Micron Technology, Inc. ( MU ) stock with a ~$689 target. The -9.9% selloff to $321.8 (at the time of writing) exposes a huge algorithmic mispricing. I mean that Wall Street values MU stock as a spot-market cyclical ( 6.18x FY26 P/E ), and it is ignoring Micron’s shift into a de-risked AI infrastructure asset. To clarify mor...
JHVEPhoto/iStock Editorial via Getty Images I mark a Strong Buy rating to Micron Technology, Inc. ( MU ) stock with a ~$689 target. The -9.9% selloff to $321.8 (at the time of writing) exposes a huge algorithmic mispricing. I mean that Wall Street values MU stock as a spot-market cyclical ( 6.18x FY26 P/E ), and it is ignoring Micron’s shift into a de-risked AI infrastructure asset. To clarify more here, by locking hyperscalers into 5-year Strategic Customer Agreements [SCAs] and integrating HBM4 base-die logic, Micron is securing foundry-like forward earnings and cash flow base that demands a 20x multiple . More so, I consider algorithmic compression as a Jevons Paradox. This factor is acting as a volume multiplier for edge-based Agentic AI instead of causing demand wipe-out. However, the existential risks to my Strong Buy thesis for MU stock lie beyond 2028. It is a looming FY2029 Depreciation Cliff from >$60 billion in cumulative CapEx FY2026+FY2027 ($25 billion + $35 billion), the Whip-Saw cleanroom reallocation threat, possibly capable of crashing standard DRAM spot prices, and Chinese sovereign lawfare [YMTC] threatening to ring-fence Micron out of EV and robotics global supply chains. SeekingAlpha The Memory Wall Inversion And Structural Moat Why the market’s ~6x Forward P/E is a mispricing of a newly established quasi-single-seller infrastructure asset. To expand here, I want to begin with the SCA paradigm shift from spot-market cyclical to de-risked infrastructure. Wall Street is currently valuing Micron stock as a cyclical commodity manufacturer (as I have observed in the 6.18x FY26 P/E and a 55th-percentile SOX index benchmark ). This is a big miscalculation. In Q2-FY2026, Micron executed its first 5-year SCA, and with that, it is shifting away from standard 1-year LTAs (Long-Term Agreements). Through locking hyperscalers into 5-year roadmaps (matching the depreciation cycle of semiconductor CapEx), Micron is rebuilding its cash flow beta to mirror that o...
JHVEPhoto/iStock Editorial via Getty Images I mark a Strong Buy rating to Micron Technology, Inc. ( MU ) stock with a ~$689 target. The -9.9% selloff to $321.8 (at the time of writing) exposes a huge algorithmic mispricing. I mean that Wall Street values MU stock as a spot-market cyclical ( 6.18x FY26 P/E ), and it is ignoring Micron’s shift into a de-risked AI infrastructure asset. To clarify mor...
JHVEPhoto/iStock Editorial via Getty Images I mark a Strong Buy rating to Micron Technology, Inc. ( MU ) stock with a ~$689 target. The -9.9% selloff to $321.8 (at the time of writing) exposes a huge algorithmic mispricing. I mean that Wall Street values MU stock as a spot-market cyclical ( 6.18x FY26 P/E ), and it is ignoring Micron’s shift into a de-risked AI infrastructure asset. To clarify more here, by locking hyperscalers into 5-year Strategic Customer Agreements [SCAs] and integrating HBM4 base-die logic, Micron is securing foundry-like forward earnings and cash flow base that demands a 20x multiple . More so, I consider algorithmic compression as a Jevons Paradox. This factor is acting as a volume multiplier for edge-based Agentic AI instead of causing demand wipe-out. However, the existential risks to my Strong Buy thesis for MU stock lie beyond 2028. It is a looming FY2029 Depreciation Cliff from >$60 billion in cumulative CapEx FY2026+FY2027 ($25 billion + $35 billion), the Whip-Saw cleanroom reallocation threat, possibly capable of crashing standard DRAM spot prices, and Chinese sovereign lawfare [YMTC] threatening to ring-fence Micron out of EV and robotics global supply chains. SeekingAlpha The Memory Wall Inversion And Structural Moat Why the market’s ~6x Forward P/E is a mispricing of a newly established quasi-single-seller infrastructure asset. To expand here, I want to begin with the SCA paradigm shift from spot-market cyclical to de-risked infrastructure. Wall Street is currently valuing Micron stock as a cyclical commodity manufacturer (as I have observed in the 6.18x FY26 P/E and a 55th-percentile SOX index benchmark ). This is a big miscalculation. In Q2-FY2026, Micron executed its first 5-year SCA, and with that, it is shifting away from standard 1-year LTAs (Long-Term Agreements). Through locking hyperscalers into 5-year roadmaps (matching the depreciation cycle of semiconductor CapEx), Micron is rebuilding its cash flow beta to mirror that o...
Iranian authorities arrested dozens of people who were allegedly in a network that sold Starlink satellite terminals, as Tehran expands efforts to control information more than a month into its war with the US and Israel. Iran seized 139 Starlink devices and arrested 46 people involved in selling SpaceX’s terminals, the semi-official Iranian Students’ News Agency reported Monday, citing the countr...
Iranian authorities arrested dozens of people who were allegedly in a network that sold Starlink satellite terminals, as Tehran expands efforts to control information more than a month into its war with the US and Israel. Iran seized 139 Starlink devices and arrested 46 people involved in selling SpaceX’s terminals, the semi-official Iranian Students’ News Agency reported Monday, citing the country’s police chief Ahmad-Reza Radan. There are an estimated 50,000 Starlink terminals in the country, according to activists and digital rights groups. The internet has been nearly completely blacked out in Iran for more than a month, according to monitoring group NetBlocks. The measures have disrupted everything from personal communications to access to independent news and online businesses in the country of 90 million. Iranians are circumventing the blocks in a number of ways, including by using the SpaceX satellite-internet terminals. That comes with substantial risk, since using such tools can lead to capital punishment, according to Iranian rights activists. Iran’s focus on Starlink users indicates that the regime continues to prioritize controlling public information as Israeli and US strikes have wiped out senior Iranian leaders and devastated the country’s infrastructure. “The Iranian authorities have issued a lot of directives to hunt down Starlink terminals,” said Ahmad Ahmadian, the executive director of nonprofit digital rights group Holistic Resilience. Read More: Iran Attacks Oil Tanker After Trump Wavers on War Escalation On March 25, Iran’s Ministry of Intelligence said it arrested dozens of alleged American and Israeli spies and confiscated seven Starlink kits, along with guns and ammunition, according to the semi-official Tasnim news agency. The national government’s strategy of targeting resellers has been exposed via a hacking group called Void Verge that’s leaking parts of some 750 gigabytes of files it obtained, according to Ahmadian. Information and Co...
Josh Owens spent four years as a video editor and field producer for Jones' Infowars media company. "It was all about making things look cinematic," he says. Owens' memoir is The Madness of Believing. (Image credit: Joe Buglewicz)
Josh Owens spent four years as a video editor and field producer for Jones' Infowars media company. "It was all about making things look cinematic," he says. Owens' memoir is The Madness of Believing. (Image credit: Joe Buglewicz)
The Volvo factory outside Charleston, South Carolina, will get even busier this year. Formerly the site that built the S60 sedan, in recent years it shifted to building big electric SUVs, the EX90 and closely related Polestar 3 . Today, Volvo and Polestar announced that Charleston will now be the sole production site for the Polestar 3; until now, it was also being built at a factory in Chengdu, C...
The Volvo factory outside Charleston, South Carolina, will get even busier this year. Formerly the site that built the S60 sedan, in recent years it shifted to building big electric SUVs, the EX90 and closely related Polestar 3 . Today, Volvo and Polestar announced that Charleston will now be the sole production site for the Polestar 3; until now, it was also being built at a factory in Chengdu, China. "The move to consolidate global Polestar 3 production in Charleston help[s] generate efficiencies for both companies, whilst also underscoring our confidence in the plant and the role it plays in our manufacturing footprint," said Håkan Samuelsson, chief executive of Volvo Cars. "The US is a very important market for Volvo Cars, both to support our growth ambitions as well as a strategic production site to meet regional and export demands." Volvo had a challenging 2025, with sales falling by 7 percent. Meanwhile, Polestar, which was spun out from the Swedish OEM's performance arm into a standalone startup in 2017 , had a rather good 2025, seeing a 34 percent increase in sales. So increasing the proportion of Polestar 3s to come out of South Carolina seems sensible. Read full article Comments
Corn price action is down 1 to 2 ¼ cents so far on Tuesday AM trade. Futures saw some pressure on Monday ahead of the end of March USDA reports on Tuesday, with contract closing down 3 ½ to 6 ¼ cents. Open interest suggested new selling interest, up 8,424...
Corn price action is down 1 to 2 ¼ cents so far on Tuesday AM trade. Futures saw some pressure on Monday ahead of the end of March USDA reports on Tuesday, with contract closing down 3 ½ to 6 ¼ cents. Open interest suggested new selling interest, up 8,424...