NVDA
NVIDIA
-- 140.460 RGTI
Rigetti Computing
-- 10.8700 TSLA
Tesla
-- 398.674 PLTR
Palantir
-- 68.688 AMD
Advanced Micro Devices
-- 121.860 
Mu shall be the winner after all the downgrades in 2024 from analysts?
$Micron Technology (MU.US)$ For more than 6 months I have been reporting that Mu, together with Belgian imec, greatest laboratory in world connected with University, is making the best and most energy-efficient microchips with the Quantum lithography machine from $ASML Holding (ASML.US)$ . And it's not over yet !
They have from mid 2024 new contract (expensive) for 3 years. And if you read good their financial report than you could understand that the revenue for AI and datacenters surpassed the global revenue [over 50 % ]. BUT AFTER the report the share price fell sharply !!!
Even big investors sometimes miss because of their shortsightedness. That is an advantage for us, retailers ![]()
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