新div
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. If it goes up, the hard work will pay off. Thinking that you could buy through today's IPO will increase your grip strength. Nevertheless, fear the Lock-up release. I also hold stocks of quantum computers, but the lock-up release on January 3rd is too nerve-racking (((；ﾟДﾟ))) gulp gulp shiver. With too many quantum computer stocks, you're bound to get caught in the crossfire. It's perfect for aiming for a pullback, but looking at the current trading volume of quantum computer stocks, you can see that there's quite a concentration of buying and selling. Google's Weiro is truly fearsome.
新div
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$Micron Technology (MU.US)$
You're terrible at guidance. Last time was, well, okay.
Today's financial explanation is extremely important.
It'll be fine 🙆♀️, right?
You're terrible at guidance. Last time was, well, okay.
Today's financial explanation is extremely important.
It'll be fine 🙆♀️, right?
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新div
liked
Micron Technology Inc is one of the few memory chip makers benefiting from the Artificial Intelligence (AI) boom. Its high-bandwidth memory (HBM) chips are supplied for Nvidia's AI processors, with contracts secured until 2025.
Furthermore, positive outlook is expected in the next earnings announcement due to the demand for data center and improvement in inventory management. Although the stock price is currently trading below its all-time high, a significant increase is anticipated based on revenue expansion and guidance. The profit outlook for the fiscal year 2025 is also drawing attention as an indicator reflecting the overall industry trends. The stock, considered undervalued in the market, is under scrutiny as a potential growth engine in the future.
The revival of semiconductor demand and Micron's market strategy.
Micron Technology Inc. is clearly improving its performance on the back of increasing demand driven by the rapid growth of the AI market. Its main products, DRAM and NAND, are showing solid growth primarily in demand for data centers and AI processors. In particular, the high-bandwidth memory (HBM) used in Nvidia's processors is already contracted until 2025...
Furthermore, positive outlook is expected in the next earnings announcement due to the demand for data center and improvement in inventory management. Although the stock price is currently trading below its all-time high, a significant increase is anticipated based on revenue expansion and guidance. The profit outlook for the fiscal year 2025 is also drawing attention as an indicator reflecting the overall industry trends. The stock, considered undervalued in the market, is under scrutiny as a potential growth engine in the future.
The revival of semiconductor demand and Micron's market strategy.
Micron Technology Inc. is clearly improving its performance on the back of increasing demand driven by the rapid growth of the AI market. Its main products, DRAM and NAND, are showing solid growth primarily in demand for data centers and AI processors. In particular, the high-bandwidth memory (HBM) used in Nvidia's processors is already contracted until 2025...
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. Go up NVDA. (laughs)
in the Candlestick chart here. I want it to solidify at $114.![[empty]](https://static.moomoo.com/node_futunn_nnq/assets/images/folder.5c37692712.png)
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新div OP : Demand for PCs and smartphones is weak. It will take time until spring for inventory adjustments. Sales of HBM were solid. It is expected that the current sales of HBM will continue to grow and contribute more significantly here. Due to the weak outlook for Q2 guidance, this significantly impacted this time. Spring seems far away.
新div OP : Anyway, the students who are repeating the year are crying today,
and starting again from tomorrow.
Help NVDA and Micron
新div OP : Hope lies solely in the increasing sales of NVDA's H200 and Blackwell Datacenter. What a pitiful stock price.