Micron's Blowout Earnings and the Hawkish Fed

Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.The goal is to own a portfolio of great assets, stocks and Bitcoin, and hold them long enough to let compounding work. Wealth is not built by trading in and out of positions. It is built by buying quality and staying patient.Micron reported last night and the numbers were remarkable. Revenue came in at $23.86 billion against expectations of $20.07 billion, nearly tripling from $8.05 billion a year ago. CEO Sanjay Mehrotra said the company expects significant records again next quarter, with guidance of $33.5 billion in revenue and $19.15 in adjusted EPS. I break down what these numbers mean, why the stock reacted the way it did, and what long term investors should take away from this print.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #investing101 #personalfinance #wealthbuilding #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Micron #MU #AIstocks #Semiconductors #HBM #MemoryChips #EarningsSeason #SMH #AIinfrastructure #RigatoniCapital #federalreserve #interestrates #nasdaq #bitcoin #Financials$MU $NVDA $SMH $QQQ $BTC $XLF