JPMS analysts are typically short, not that they’re not all ...
JPMS analysts are typically short, not that they’re not all better at this than I.
Samsung has recently developed memory fast enough, but MU is still (so far as I have seen) still the go-to player in Nvidia’s future, which still looks ridiculously bright: Blackwell is coming, and the AI world is still waiting to ❤️ it.
Also, I see no consideration of Micron’s history of good governance, or the fact they’ve been buying back shares… to me? Low MU price = a better bargain.
Samsung has recently developed memory fast enough, but MU is still (so far as I have seen) still the go-to player in Nvidia’s future, which still looks ridiculously bright: Blackwell is coming, and the AI world is still waiting to ❤️ it.
Also, I see no consideration of Micron’s history of good governance, or the fact they’ve been buying back shares… to me? Low MU price = a better bargain.
Micron's death cross: What lies ahead? (09/18/2024)
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Laissez-faire farmer, former USCC Rep, GDRC AD, WVSC.
(Don’t misconstrue my ramblings to be legal/financial advice ~;-)
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