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Growth & Total Return Bi-Weekly Chat 05/11/2026

Seeking Alpha·GTR Chat·22 days ago
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This is the forum for Growth & Total Return discussion on Seeking Alpha. A new chat begins every two weeks, and all previous blogs are listed in chronological succession on the main chat page . We won't be doing any comment cleanup in the new chat, and users will always be able to refer back to previous discussions. More on Today's Markets: Micron Stock: I Called The Supercycle - Here's What Comes Next Micron Technology, Inc. ( MU ) shares have gone absolutely vertical over the last month as AI stocks have rebounded sharply on optimism that data center build-outs are chugging along as planned. While MU has certainly already experienced its fair share of gains and then some, I think there's more gas left in the tank. Palantir's Pullback Hides A Massive Transformation In my opinion, the problem is that the market has trouble digesting Palantir's fast scaling given its immense rally for several consecutive years. The momentum may have faded but the company is executing exceptionally well.…

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