Dec 18 Inflation cool, but a lot of people suspect the data

$MU $NAVN

Author

Mukund Mohan
December 18, 2025

Market

“Micron $MU ( ▲ 10.21% ) jumped up 15% on news of their stellar guidance of this quarter to be at $18.8B vs $14.7B estimated. Earnings were forecast at $8.42 vs $4.78 estimates” 😊 😋

Markets moved higher on slowing inflation and good numbers from Micron

The consumer price index showed headline annual inflation in the 2.7% according to BLS, which is lower than 3.1% expected. Since there was no October data (during the government shutdown) many economists are treating this inflation number as a one-off.

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Insights from the portfolio

Micron Technology earnings and deep dive $MU

Micron Technology is a leading global semiconductor company specializing in memory and storage solutions, including DRAM, NAND flash, and high-bandwidth memory used in cloud, AI, data center, client/mobile, automotive, and embedded markets.

stocksmarts.substack.com/p/micron-technology-earnings-and-deep

Video of the day

Today’s video is on Micron $MU ( ▲ 10.21% ) the memory leader.

Deep dive of the day

Navan IPO, recent earnings and deep dive $NAVN – Investment Literacy Coach

blog.mukundmohan.online/index.php/2025/12/18/navan-ipo-recent-earnings-and-deep-dive-navn

Good setups for swing

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