The article introduces the Halloween strategy, which favors growth-oriented AI stocks from November through April, and suggests that rising AI adoption and strong year-end technology spending could support Micron (MU) and NVIDIA (NVDA). Micron reported fiscal fourth-quarter 2026 revenue of $54.23 billion, up from $11.32 billion a year earlier, and projects fiscal first-quarter 2027 revenue of $61.5 billion, plus or minus $1.5 billion. NVIDIA posted fiscal second-quarter 2027 revenue of $96 billion, up 106% year over year, and expects $108 billion, plus or minus 2%, in the fiscal third quarter. NVIDIA's Vera Rubin platform has entered full production.
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