Victor Dergunov

Summary Micron (MU) delivered blockbuster earnings and guidance, yet its stock declined sharply post-report due to unsustainable 86% gross margins and AI-driven memory price inflation.

Gold remains my core conviction as global monetary instability and unsustainable U.S. debt levels undermine faith in fiat currencies.

Summary The AI hardware and semiconductor sector has experienced a sharp correction, but I see compelling near-term buying opportunities emerging after significant drawdowns.

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Summary Tesla remains a compelling long-term buy despite a post-earnings selloff and temporary margin compression, with a 12-month price target of $500.

Summary The S&P 500 (SPX) has surged to all-time highs, with a new year-end target raised to 8,200 and potential for 8,500 by mid-2027.

Nuclear stocks appear undervalued. Read why these investments have upside potential as AI data centers boost demand.

Summary Nvidia Corporation is downgraded from Buy to Hold due to mounting risks and the emergence of a $500B AI securitization scheme.

Summary The Treasury is using proceeds from short-term Treasury sales to buy long-term bonds, effectively conducting its own form of QE to lower long-term yields.

The protracted Iran war has failed to achieve decisive U.S. or Israeli objectives, with Iran retaining key military and nuclear capabilities.