Every founder who applies to Startup Battlefield wants the same thing: the Disrupt Main Stage. Here’s how to get there and why the opportunity starts well before the main stage.
Every founder who applies to Startup Battlefield wants the same thing: the Disrupt Main Stage. Here’s how to get there and why the opportunity starts well before the main stage.
Explore the exciting world of Williams-Sonoma (NYSE: WSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices
Explore the exciting world of Williams-Sonoma (NYSE: WSM) with our contributing expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities!*Stock prices used were the prices
Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...
Big tech companies spend enormous sums of money all the time. They buy back stock, pay dividends, make acquisitions, and write checks that would make a defense contractor blush. Most of that spending is legible to investors. You can model it, forecast it, and plug it into a spreadsheet. But there ...
The richest man in the world is about to launch the largest stock debut in history. That fact alone about Elon Musk’s filing in the United States for an initial public offering (IPO) of SpaceX is significant enough. The flotation is expected to raise at least US$75 billion at a whopping valuation of around US$1.8 trillion for the company. If nothing else, the IPO is about to knock Hong Kong off th...
The richest man in the world is about to launch the largest stock debut in history. That fact alone about Elon Musk’s filing in the United States for an initial public offering (IPO) of SpaceX is significant enough. The flotation is expected to raise at least US$75 billion at a whopping valuation of around US$1.8 trillion for the company. If nothing else, the IPO is about to knock Hong Kong off the top spot for raising capital through listings after the city reclaimed the crown last year...
Ron Paul: The Federal Reserve Is Why The People Are Unhappy Authored by Ron Paul via The Ron Paul Institute for Peace & Prosperity, According to the University of Michigan’s latest Index of Consumer Sentiment, a record number of Americans have negative views of the economy . This is yet more evidence that the American people are dissatisfied with their economic condition. Some commentators have cl...
Ron Paul: The Federal Reserve Is Why The People Are Unhappy Authored by Ron Paul via The Ron Paul Institute for Peace & Prosperity, According to the University of Michigan’s latest Index of Consumer Sentiment, a record number of Americans have negative views of the economy . This is yet more evidence that the American people are dissatisfied with their economic condition. Some commentators have claimed to be perplexed by the people’s negative views of the economy since government statistics show that most Americans have good jobs that pay them good salaries. One problem with this defense of the economy is that government statistics are manipulated to understate the true rates of inflation and unemployment. Trip Powers, writing on Substack, looks at the situation using a more accurate definition of unemployment than what is used by the government. By, for example, including those who have given up looking for work and those working part-time because they cannot find a full-time job, the unemployment rate is over ten percent. An unemployment rate that high indicates a significant economic downturn. The main reason why even many Americans with above average incomes are dissatisfied with the economy is high prices. According to the latest Personal Consumption Expenditures (PCE) price index, which is known as the Federal Reserve’s favorite measure of inflation, prices have increased by an understated 3.8 percent over the past year. The culprit behind the price increases is the Federal Reserve. Today, prices are several times higher than they were when President Nixon in 1971 severed the last link between the US dollar and gold, thus removing any restraints on the Federal Reserve’s ability to inflate the currency. With inflation rising more than incomes, many Americans have suffered a loss of purchasing power even though their nominal income increased. The erosion of Americans’ purchasing power has led to a debt-based economy. This has created a number of bubbles that lik...
JHVEPhoto/iStock Editorial via Getty Images The Investment Thesis Micron Technology, Inc. ( MU ) is in the middle of one of the most remarkable earnings expansions in its history. Q2 FY2026 revenue up 196% YoY, gross margins at 74.9%, Q3 FY2026 revenue guided at $33.5 billion at an 81% gross margin. Just wow. And yet here I am with a sell rating on the stock. Why? Investors are well aware of the c...
JHVEPhoto/iStock Editorial via Getty Images The Investment Thesis Micron Technology, Inc. ( MU ) is in the middle of one of the most remarkable earnings expansions in its history. Q2 FY2026 revenue up 196% YoY, gross margins at 74.9%, Q3 FY2026 revenue guided at $33.5 billion at an 81% gross margin. Just wow. And yet here I am with a sell rating on the stock. Why? Investors are well aware of the cyclical risks facing the memory sector. I am equally conscious of the risks of us nearing a peak in the memory cycle. However, I am also conscious of recent doubts about Micron’s ability to maintain market share and product leadership. Recent difficulties in meeting NVIDIA’s technical bar for HBM4 qualification have led to a modest drop in market share (a reversal from the previous three years). I don’t see the market as having completely priced in this risk. Investors today are paying a quality compounder prices for a cyclical business losing market share to its competitors. Let’s explore why, from a Quality Growth perspective, Micron is a sell for me. The Story To Date: So Far So Good Before focusing on the bear case, let’s first acknowledge what Micron has achieved. The company has transformed itself from a commodity DRAM and NAND vendor into a key supplier of High Bandwidth Memory (HBM). As the provider of the ultra-fast, high-density memory that has enabled the AI accelerator, Micron has reaped the benefits. Q2 FY2026 revenue came in at $23.86 billion, representing a 196% year-over-year increase and the fourth consecutive quarterly revenue record. Operating cash flow reached $11.90 billion, and the board approved a 30% increase in the quarterly dividend. Management recently added that key customers can only secure 50% to two-thirds of their bit demand requirements, with no expectation for supply to catch up in the foreseeable future. These numbers look pretty good, right? From a Quality Growth perspective, you can certainly believe so. EPS is growing (exploding), funda...
JHVEPhoto/iStock Editorial via Getty Images The Investment Thesis Micron Technology, Inc. ( MU ) is in the middle of one of the most remarkable earnings expansions in its history. Q2 FY2026 revenue up 196% YoY, gross margins at 74.9%, Q3 FY2026 revenue guided at $33.5 billion at an 81% gross margin. Just wow. And yet here I am with a sell rating on the stock. Why? Investors are well aware of the c...
JHVEPhoto/iStock Editorial via Getty Images The Investment Thesis Micron Technology, Inc. ( MU ) is in the middle of one of the most remarkable earnings expansions in its history. Q2 FY2026 revenue up 196% YoY, gross margins at 74.9%, Q3 FY2026 revenue guided at $33.5 billion at an 81% gross margin. Just wow. And yet here I am with a sell rating on the stock. Why? Investors are well aware of the cyclical risks facing the memory sector. I am equally conscious of the risks of us nearing a peak in the memory cycle. However, I am also conscious of recent doubts about Micron’s ability to maintain market share and product leadership. Recent difficulties in meeting NVIDIA’s technical bar for HBM4 qualification have led to a modest drop in market share (a reversal from the previous three years). I don’t see the market as having completely priced in this risk. Investors today are paying a quality compounder prices for a cyclical business losing market share to its competitors. Let’s explore why, from a Quality Growth perspective, Micron is a sell for me. The Story To Date: So Far So Good Before focusing on the bear case, let’s first acknowledge what Micron has achieved. The company has transformed itself from a commodity DRAM and NAND vendor into a key supplier of High Bandwidth Memory (HBM). As the provider of the ultra-fast, high-density memory that has enabled the AI accelerator, Micron has reaped the benefits. Q2 FY2026 revenue came in at $23.86 billion, representing a 196% year-over-year increase and the fourth consecutive quarterly revenue record. Operating cash flow reached $11.90 billion, and the board approved a 30% increase in the quarterly dividend. Management recently added that key customers can only secure 50% to two-thirds of their bit demand requirements, with no expectation for supply to catch up in the foreseeable future. These numbers look pretty good, right? From a Quality Growth perspective, you can certainly believe so. EPS is growing (exploding), funda...