Micron and SanDisk Look Cheap as Forward Earnings Surge

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Alpha Binwani Capital: “Micron and SanDisk appear inexpensive relative to their historical valuations, trading at roughly 22 times trailing earnings but only 6–8 times forward earnings. If both companies meet analysts’ fiscal 2027 earnings forecasts and maintain their current 22-times trailing P/E multiples, their share prices would need to roughly triple”

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Waymo Sets Course for Singapore’s Driverless Future in 2028

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‼️ 🚘 🧠 BREAKING: Waymo, Alphabet’s self-driving vehicle unit, will launch autonomous ride-hailing services in Singapore in 2028—its first expansion into South-east Asia and second Asian market after Tokyo’s planned 2027 rollout. Announced at Google’s Asia-Pacific headquarters in Pasir Panjang, the service will initially deploy Jaguar I-PACE vehicles, which will arrive in the coming months and be manually driven by trained specialists to map local roads and adapt to Singapore’s driving conditions.

China’s Cash Rushes Abroad as Investors Pile Into U.S. Stock Funds

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Alpha Binwani Capital: “Chinese investors are rushing into foreign assets, particularly U.S. stock funds, after regulators expanded outbound investment quotas and unlocked pent-up demand. With domestic yields near record lows, China’s 10-year government bond yield more than three percentage points below U.S. Treasuries, and local equities trailing U.S. markets’ double-digit gains this year, investors are seeking better returns abroad. The shift comes as Beijing cracks down on unauthorised overseas investing via online brokerages while widening official channels—underscoring the challenge of containing capital outflows amid fragile domestic confidence”
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Trump Weighs Renewed Iran Strikes Ahead of Gulf Leaders’ UN Meeting

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‼️ Trump told Axios he is nearing a decision on whether to resume attacks aimed at “annihilating” Iran’s regime, ahead of meeting Gulf leaders at next week’s UN General Assembly. JPMorgan says the war’s endgame is increasingly unpredictable, while the White House plans to sell Saudi Arabia up to 48 F-35s in a deal worth as much as $24.3 billion.

Micron’s AI Safety Selloff Fades as Memory-Cycle Thesis Holds

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Alpha Binwani Capital: “Micron’s rebound above $975 suggests Monday’s Anthropic-led selloff was a positioning-driven overreaction rather than a break in the memory-cycle thesis. Investors initially interpreted AI-safety warnings as a threat to frontier-model development and, by extension, AI data-centre demand, but calls for stronger alignment, testing and oversight are not the same as reduced spending on training clusters, servers or high-bandwidth memory. Micron’s fundamental case remains tied to the physical constraints of AI infrastructure—rising HBM and DRAM content per accelerator, supply discipline and a tightening memory market—not to a single policy debate. For the bearish view to become fundamental rather than narrative-driven, investors would need to see tangible evidence of hyperscalers or AI labs cutting capex, delaying cluster deployments, reducing accelerator orders or scaling back memory purchases; so far, none has emerged”
Micron #MU #ArtificialIntelligence #AIInfrastructure #HBM #HighBandwidthMemory #DRAM #Semiconductors #MemoryChips #DataCenters #Hyperscalers #AIStocks