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The market is watching two giants this week. $MU ( ⌠4.81% ) tests whether memory has entered a new supercycle, while $COST ( ⌠0.19% ) gives us a read on the consumer and the power of recurring membership economics.
$CAN ( ⌠3.48% ) is the power behind three of the Bitcoin Mining companies. Some of the largest performance gains came from $RIOT ( ⌠6.81% ), $MARA ( ⌠6.1% ), and $CLSK ( ⌠6.55% ) which are up 46%, 18%, and 42% in the past month. The most important hardware driving this is specialized GPUs for mining, known as ASICs, and the leader in Bitcoin mining ASICs is Canaan. They run large-scale chip design and manufacturing operations, supplying miners globally with the efficiency upgrades needed to stay competitive.
Micron⊠How is it Up 78% YTD?
$MU ( ⌠4.81% ) Micron heads into earnings after the close on Tuesday riding a powerful AI-memory wave. Shares have ripped this year on surging demand for HBM3E attached to $NVDA ( ⌠2.96% ) newest accelerators, tight DRAM/NAND supply, and broad price strength across memory. Analysts point to record HBM demand (with 2025 supply largely spoken for) and rising pricing power as key supports.
What the Street is watching:
HBM visibility: Micron is seen as one of the limited HBM suppliers, with next-gen HBM4 a 2026 driver; any color on capacity adds and mix is critical.
Guide vs. AI runway: Recent notes flag upside risk to outlook on stronger cloud orders; investors want confirmation in revenue/bit growth guidance.
Cycle vs. supercycle: Historically, memory runs in 1â2 year cycles, but AI is changing the slope. If HBM content per accelerator keeps rising and supply stays tight, the AI infrastructure buildout argues for a multi-year (call it supercycle-like) uptrend rather than a quick peak-and-roll.
Costco Thursday After Close⊠What to Watch For
$COST ( ⌠0.19% ) The setup blends classic Costco defensiveness with quiet operating leverage: membership income growth, traffic resilience, and any update on fee dynamics remain front and center.
Why it matters now:
Recurring engine: Membership fees have been a durable profit pillar, aided by retention and mix into executive tiers.
Five-year compounding: Over the last 5 years, total return has surged more than 600%, underlining execution through cycles.
Watch the mix: Commentary on traffic, e-commerce, and private-label penetration can signal how sticky share gains are in a softer inflation backdrop.
If management keeps the drumbeat on renewals and value, Costcoâs steady compounding story stays intact into year-end.
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Have a safe weekend!
Disclaimer: Wolf Financial does NOT offer financial advice. All content provided is strictly for informational purposes. Wolf Financial is not registered as an investment, legal, or tax advisor, nor as a broker/dealer. Please be aware that trading any stock or crypto-related asset carries inherent risks and may lead to substantial capital losses.
