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FSD: The Show Goes On! – Lumida Wealth : Non-Consensus Invest Beyond the Ordinary — Transcript

FSD: The Show Goes On!

Episode publishedJune 25, 2026Podcast: Lumida Wealth : Non-Consensus...Lumida Wealth : Non-Consensus Invest Beyond the Ordinary↗

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How's everyone doing? Happy Wednesday, 05:40 05:15PM eastern time. Title of this FSD is called the show goes on. So Micron reported earnings. Stock was up 5% in the aftermath, then ten, twelve. I think it's 14% now. So reported incredibly strong revenue and earnings growth. I'm talking, like, 1200% year over year growth in top line numbers. So strong, strong results. And the commentary, the qualitative commentary is very strong too. The CEO said, we see no end in the demand. We have no visibility into when the increase in demand will stop. So the qualitative commentary, very strong too. Demand

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