Going long
$Micron Technology (MU.US)$ well, regardless of what happens after the opening bell tomorrow. I’m holding & going long wid it.
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比特币骗子勿扰 : Analysts said the problem was in the fourth quarter guidance. They didn't see an increase in sales, but felt that sales remained at the same level.
103172898 比特币骗子勿扰 : Listening to their rhetoric, the other day they advocated that this earnings report would be in line with expectations, and they raised Micron's stock price one after another to attract people to buy Micron. The financial report is good this time, and I'm thinking about the next financial report
SeaBird0110 OP : Micron Technology (NASDAQ:MU) expects the sale of high bandwidth memory, or HBM, to expand from $100s of millions in revenue in fiscal year 2024 to billions in revenue by fiscal year 2025.
"We expect to achieve HBM market share commensurate with our overall DRAM market share sometime in CY25," said Micron CEO Sanjay Mehrotra, in Wednesday afternoon's third-quarter fiscal 2024 financial results conference call. "Our HBM is sold out for CY24 and CY25 with pricing already contracted for the overwhelming majority of our 2025 supply."
Nvidia (NVDA) is a primary customer for Micron's HBM3E.
Micron is currently working on its HBM4 and HBM4E models.
Chris gogo 103172898 : It's actually just to make excuses and want to take a lot of low intake, plus I want to get rid of a lot of call options. It's just that the fourth performance wasn't impressive enough, and it should not be discounted at this rate.
比特币骗子勿扰 Chris gogo : So I just bought some.
比特币骗子勿扰 103172898 : Wall Street is full of cheaters. It's basically all nonsense.
Chris gogo 比特币骗子勿扰 : I personally think I can buy it. I'll see if it opens tomorrow morning and add more
比特币骗子勿扰 Chris gogo : If it drops another 10%, I'll buy it again.
Chris gogo 比特币骗子勿扰 : Definitely add![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined")
Great opportunity, I just started opening positions
比特币骗子勿扰 Chris gogo : I also just opened a position. Wait for another sharp drop to make up for it.
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