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$Micron Technology (MU.US)$
Micron Technology Inc reported that profits for the first quarter of 2025 exceeded financial estimates, but fell short of revenue expectations for the second quarter, causing a 16% drop in stock price, which later slightly recovered.
While falling short of the second-quarter expectations, Micron's strong sales momentum, especially in AI-driven datacenters, does not suggest bearish reasons.
Micron's stock price is currently low, offering a sound risk/return ratio and the potential for 44% profit growth in 2025, making it an attractive long-term investment.
The current low stock price valuation compared to competitors, along with strong Datacenter demand, supports the potential for the stock price to return to the $110 range.
Micron Technology Inc reported that profits for the first quarter of 2025 exceeded financial estimates, but fell short of revenue expectations for the second quarter, causing a 16% drop in stock price, which later slightly recovered.
While falling short of the second-quarter expectations, Micron's strong sales momentum, especially in AI-driven datacenters, does not suggest bearish reasons.
Micron's stock price is currently low, offering a sound risk/return ratio and the potential for 44% profit growth in 2025, making it an attractive long-term investment.
The current low stock price valuation compared to competitors, along with strong Datacenter demand, supports the potential for the stock price to return to the $110 range.
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$Honda Motor (7267.JP)$ As the company seeks to streamline, Nissan GT-R and Z cannot be easily produced. These are fine for supply on a made-to-order basis. Honda deals with them in small quantities. The issue is with mass-market cars, at this stage, discontinuing cars with unpopular designs, such as the unneeded March. The Cube is also not good, neither is the Serena. Nothing of the sort, the Elgrand? What is that? Let's get back to basics, just renew the March, Sunny, Blue Bird, Silvia, Cedric, and Safari, that's enough for now. Mitsubishi will suffice with just the Pajero and Lancer. If we see progress, we can create something new.
In this case, we won't need people or factories anymore.
In this case, we won't need people or factories anymore.
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Hold positions and stocks owned by NVDA.
There are stocks that NVDA has strategic partnerships with.
Need to identify stocks with sudden surges.
It is necessary to determine whether the stocks will continue to rise.
SoundHound AI
IonQ has increased significantly (explosive)
There are stocks that are rising and those that are not
There are certain stocks
Investing or partnering with quite small companies.
If you look at whether the company will grow or not, it is still.
Important is the performance of the company.
By collaborating or holding NVDA.
Of course it's good if it goes up.
Be careful if it stays the same or goes down.
Of course, we don't know which one will turn into a monster.
There are stocks that NVDA has strategic partnerships with.
Need to identify stocks with sudden surges.
It is necessary to determine whether the stocks will continue to rise.
SoundHound AI
IonQ has increased significantly (explosive)
There are stocks that are rising and those that are not
There are certain stocks
Investing or partnering with quite small companies.
If you look at whether the company will grow or not, it is still.
Important is the performance of the company.
By collaborating or holding NVDA.
Of course it's good if it goes up.
Be careful if it stays the same or goes down.
Of course, we don't know which one will turn into a monster.
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$Tesla (TSLA.US)$
Where did the users who used to criticize Tesla harshly go?
Where did the users who used to criticize Tesla harshly go?
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新div OP : Falling knives turn bloody
Cannot Buy more. Looking at the shareholding ratio
It's not that much, but what kind of mindset is it? Cathy sister is truly fearsome.
新div OP : Parantia, the selection of Tesla stocks
is amazing.
Not all stock selections
lead to good trades, but holding stocks that rise steadily
and having portfolio holding ratios follow the rules
is probably a good approach.
As for Tesla, profits are frequently taken when it rises.
And we keep buying more with falling knives like Tempas.
I truly respect Cathy's stock selection criteria.
新div OP : This Institutional Tracking is quite useful.
I'm looking at ARK Invest
Buy Sell
Speaking of stocks
Just by touching Tempest, you can see the buy and sell Candlestick chart within the stock's period, which is helpful for stock reference.
新div OP : Trends in large trades
If you have your own purchased stocks, Institutions' buying and selling decisions can be used as a reference.
新div OP : Even if you look at the shareholding ratio, it's very small for Tempass. It's also very small compared to Tesla's shareholding ratio. With such profits, it might be early to cut losses, but it's unclear. Regarding Tempass, the lock-up release was known in advance that large investors would sell, so until the selling frenzy subsides, it's best to wait. This stock has increased by 32% compared to the same quarter of the previous year, with increasing sales and growing losses. They are investing a significant amount in facilities, so fluctuations are inevitable.
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