TSLA
Tesla
-- 403.840 NVDA
NVIDIA
-- 134.290 PLTR
Palantir
-- 75.630 MSTR
MicroStrategy
-- 289.620 AMD
Advanced Micro Devices
-- 120.790 
No MU, No NVIDIA, and TSMC.
On the 25th of the USA calendar, it's MU's financial results day ✨ Sales performance, net profit, and gross profit margin are all expected to increase.↗️
Furthermore, the outlook for the next fiscal year is even more promising ⤴️⤴️, and the superiority of new chips and so on is beyond doubt👍
In addition, as a pure US semiconductor company, along with NVIDIA, Qualcomm, Broadcom, etc., there are high expectations for further growth under the strong protection of the US government, regardless of Trump or Harris after the presidential election. 🤩🤩🤩
NVIDIA is leading the way, and there is high anticipation for MU as one of the representatives of future-oriented companies. 🗽🗽
My concern at the moment is the current trend of a strong yen exchange rate. I hope it stays around 150 yen at least. 🙏
Therefore, MU is a solid hold👍, or depending on the market on the 24th, there may also be opportunities to buy more✨🌈🌏🚀
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Marvin1986 : I'm looking forward to it!! Certainly, the sluggish growth in demand for existing cheap memory products for non-AI PC smartphones seems to be true even when reading news from SK Hynix and Samsung, and I am prepared for the possibility that it will hold back. However, the current slump in stock prices has already factored in that bad material, isn't it?! Demand for high-profit next-generation memory for N's big brother and data centers, which will be Micron's revenue pillar in the future, seems to be poor over several periods, and I'm looking forward to guidance!!!
Therefore, even if it is bad, the status quo is maintained or it falls slightly → it immediately rises strongly within half a month. If it's OK, the rocket will rise soon after the settlement! Isn't it going to be?
I'm optimistic.
麦マル OP : Thank you for the encouraging comment
I am holding MU for the long term
Marvin1986 : I also believe in a good autumn with Gachho!