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▶ 32:20 · $MU · Gerber: Micron 'top pick', 'wildly profitable', 'massively undervalued' as memory cycle misunderstood; Elon thanked them for chip allocation

now playing · $MU

$GOOGL···bullish· mediumdan flax

Neuberger's Flax sees Google Cloud approaching Search scale, stock attractive despite capex

Google Cloud revenue accelerated and could approach the size of Search later this decade, while Search is being reinvented with AI overviews and YouTube/subscriptions remain healt…

$TSLA···bearish· high· posross gerber

Gerber Kawasaki's Ross Gerber: Tesla core EV strong but robotaxi fails, Optimus a money pit, 5-year returns 'diddly squat'

Tesla's core EV business remains strong with services revenue up 50%, but robotaxi software doesn't work and Optimus humanoid robot is a costly distraction with no revenue timelin…

$MU···bullish· high· posross gerber

Gerber: Micron 'top pick', 'wildly profitable', 'massively undervalued' as memory cycle misunderstood; Elon thanked them for chip allocation

Memory chips are in a structural upcycle that investors don't believe in, making Micron massively undervalued; Elon Musk's public thanks for memory chip allocation for robots and…

$SPCX···bullish· high· posross gerber

Gerber: SpaceX is a neocloud play building orbital data centers, owns 10x Tesla position but warns of lockup selling pressure

SpaceX is effectively a neocloud company building compute infrastructure for AI, with plans for orbital data centers and vertical integration via Grok; more attractive than Tesla…

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