Kevin Xu

@kevinxu

CEO @alpha_ai. Net worth $11,388,030.22. Trades in highlights. Subscribe for realtime alerts.

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World & Business

Micron earnings beat puts memory prices and margin guidance in focus

An earnings-focused account says Micron’s revenue rose 79% year over year, with most of the growth coming from prices rather than bit volume. Another post claims a $150 billion contract backlog.

12 Sources, 20d ago, updated 20d ago

World & Business

Compute stocks and the search for market leaders beyond the Magnificent Seven

A September 22 commentary ranks Apple and Nvidia as the group’s top 2026 performers but credits other chipmakers with driving the S&P 500’s rise.

3 Sources, 28d ago, first seen 28d ago

AI workers are working harder than ever, one post argues

The post contrasts the idea that AI “should give us back time” with its author’s enthusiasm for what they call “the intelligence revolution.”

17 Sources, 43d ago, first seen 43d ago

Featured in

Micron earnings beat puts memory prices and margin guidance in focus

Compute stocks and the search for market leaders beyond the Magnificent Seven

AI workers are working harder than ever, one post argues

Featured in

Micron earnings beat puts memory prices and margin guidance in focus

Compute stocks and the search for market leaders beyond the Magnificent Seven

AI workers are working harder than ever, one post argues