$Micron Technology (MU.US)$
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As a semiconductor insider who has worked at Micron for many years, let's talk about the understanding of this company and its stocks.
First of all, this is a clearly U.S. government-backed and highly aggressive IDM company, continuously swallowing competitors' market share to achieve its goals. Since the 2008 financial crisis, the opponents it has swallowed include Qimonda, TECH, etc., with the storage chip market share rising from sixth to second globally, and first in the USA. Moreover, it basically acquires some small companies every year to improve its supply chain, including this year's Intelliconnect. It shows no mercy to Chinese semiconductor companies either, with famous cases being Fujian Jinhua, Yangtze Memory, etc. As the market share continues to be consolidated through acquisitions, naturally the stock price also rises, considering that when I just joined Micron, the stock price was only $7.
Secondly, this is a company with a very complete product line, a mature ecosystem, able to withstand the strong cyclical nature and policy suppression of semiconductors. Therefore, even if its technology roadmap deviates, it can quickly catch up with competitors. For example, in this AI-led HBM trend, although it briefly lagged behind South Korea's SK Hynix, it was able to quickly catch up. Another example is that although China has banned Micron, the impact on it is minimal.
So if the fundamentals are quite good, why is it that every time the earnings reports are released, although the performance is excellent, it always disappoints the market, leading to a sudden drop of 20%?
The answer is only one, it's Micron...

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$EDGIO (EGIO.US)$ will this go up again?

$EDGIO (EGIO.US)$ gap goes to 5.94 and beyond if you all got the balls to hold it and lock the float

$NVIDIA (NVDA.US)$ $NVIDIA (NVDA.US)$ i all in NVDA with my cat beside me at 111 and asked him to sleep, now i wake him up and we have to beg for food

$NVIDIA (NVDA.US)$ You guys stress too much 😂😂 it goes up $2, we are going to the moon. goes down 30 cents and people say we are going to 90 😂😂 yall acc kill me. imma stick to my plan and keep buying the dip while you all stay panicing 😂

$NVIDIA (NVDA.US)$ The financial report tomorrow is better than expected.