Money Thrill
:
I read the full report on their investors relations ... "Micron delivered a record quarter, and our data center revenue surpassed 50% of our total revenue for the first time,” said Sanjay Mehrotra, President and CEO of Micron Technology. ". The guidance for the following Q is the same + 400 millions ! And an restricted cash of $8.75 billion. Nobody can say this is Not GOOD ? P/E is also not exaggerated. And Nvidia, their partnership, needs a lot of new memory-intensive chips? Conclusion... But it is always the same drop after results. Overreaction of market. But shall restore at time
EZ2025 : Let us trust the market tomorrow. I feel like there will be a long way to come back.
Money Thrill : I read the full report on their investors relations ... "Micron delivered a record quarter, and our data center revenue surpassed 50% of our total revenue for the first time,” said Sanjay Mehrotra, President and CEO of Micron Technology. ". The guidance for the following Q is the same + 400 millions ! And an restricted cash of $8.75 billion. Nobody can say this is Not GOOD ? P/E is also not exaggerated.
And Nvidia, their partnership, needs a lot of new memory-intensive chips?
Conclusion... But it is always the same drop after results. Overreaction of market. But shall restore at time