Micron and NAND chips versus Silicon Motion, also in NAND market ?

Money Thrill OP : Almost the same chart like Micron ? Down from 84 to 56 ? And now little upwards to 59 ...

Money Thrill OP : And soon my  personal search for secret (difficult to know) innovations of Micron at imec, Belgium,   largest laboratory in the world, 5000 sophisticated engineers? The reason of High CAPEX

NVDAvsTSLA : As long as$Advanced Micro Devices (AMD.US)$ amd $NVIDIA (NVDA.US)$ nvda $Broadcom (AVGO.US)$ broadcom $Dell Technologies (DELL.US)$ dell$Hewlett Packard Enterprise (HPE.US)$ If mu doesn't fall, it won't fall either, as it is an upstream company. In fact, mu's performance is quite predictable, just look at these few companies and you'll know. In the next two months, the rate cut, along with good performance guidance and the election, are bullish for it to reach a new high of $200 again by the end of the year. I don't know how that analyst predicted the downgrade.

Money Thrill OP NVDAvsTSLA : Indeed, you are one hundred percent right, I don't understand it either ... and $200 is possible,  but even more end 2025 , 2026 with the new DIANA chips and others. i hope that i can visit (I would organize it myself) imec. 120 Km from me

Money Thrill OP : Almost same charts, i have $NVIDIA (NVDA.US)$ and $Broadcom (AVGO.US)$.  But also $Arm Holdings (ARM.US)$ and $Vertiv Holdings (VRT.US)$ . But normal also $ASML Holding (ASML.US)$ , 150 km from me. i now that next year revenue shall double because  they now have a double area of ​​buildings to build