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Jack of All Trades: High Stakes SKORE 03.19.2026

Micron tripled revenue, sold off on capex fear. The spend is building for a $100B HBM market with contracts already signed. Accenture beat and raised, hit a 52-week low. Record bookings don't print for 6–18 months. Alibaba: Quick Commerce war killed net income −66%. Cloud +36%.

Jack of All Trades: High Stakes SKORE 03.19.2026
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