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US equity research notebook

Watchlist

MU
AI/HBM memory supercycle drove FY26Q3 revenue +346% YoY and 85% gross margin; stock +1000% off lows but trailing P/E ~128x — watch FY26 Q4 print for margin durability, invalidation on ASP/margin rollover.

Research reports

Micron Technology (MU) — Deep-Dive Report
MU-2026-09-12

Daily briefings

Daily Watchlist Briefing — 2026-09-12
2026-09-12

Journal

Research Journal 2026-09
2026-09