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Micron plummeted 8% and NVIDIA is cheap
$Micron Technology(MU.US$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA(NVDA.US$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom(AVGO.US$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
$Micron Technology(MU.US$After financial results were announced on 6/26, stock prices plummeted 8% due to overtime trading. In response to it, $NVIDIA(NVDA.US$It also fell 2% due to overtime trading, and semiconductors generally had a sales advantage.
Why is Micron Technology important?
Micron Technology, a leading semiconductor memory companyisHBM is essential in AI data centersIn the (high bandwidth memory) market3rd place in the world market share(1st place is SK Hynix, 2nd place is Samsung Electronics)It has a high level of attention as an AI-related brand. Micron and $Broadcom(AVGO.US$There are also analysts who evaluate it along with NVIDIA, which is representative of the AI boom. The analyst said that both companies can acquire positions as AI leaders similar to NVIDIA, and 3 companies“AI 3 Musketeers”It's called.
Also,Micron is the “HBM3E...” to be mounted on NVIDIA's AI semiconductor “H200” GPU in February this year
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Interest in semiconductor-related and technology giants called “tech giants” is growing in both Japan and America.
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake(SNOW.US$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
It seems that opportunities to send and receive business data with e-commerce (electronic transactions), remote work, and remote conference systems such as Amazon will increase in familiar places. There has been such demand for a long time, but it is said that the exchange of data, including generated AI, will become even more active from now on via the internet. This time, we will support fields where demand is likely to expand more and more in the futureWith technologyYes, alreadyA big track recordI will introduce companies that have it.There is a high possibility that the stock prices of such companies will rise further in the futureIt is.
● $Snowflake(SNOW.US$ This company is developing and operating a data cloud that was established in 2012 and publicly traded in 2020. The company provides a data lake to store customer data as it is, a data warehouse to organize and store data, and a data sharing system. The current number of customers is over 3,000.SnowflakeIs storage, calculation, cloud...
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On a fundamental level, Nvidia is poised for explosive growth. Earnings should more than triple this fiscal year, driven by booming chip sales for data centers and artificial intelligence.
The fabless chipmaker is expanding in other growth areas, such as automated electric cars, cloud gaming and the metaverse as well.
But AI competition is intensifying. Macroeconomic uncertainties linger. Geopolitical risks are also rife, from the U.S.-China trade war to actual war in Ukr...
The fabless chipmaker is expanding in other growth areas, such as automated electric cars, cloud gaming and the metaverse as well.
But AI competition is intensifying. Macroeconomic uncertainties linger. Geopolitical risks are also rife, from the U.S.-China trade war to actual war in Ukr...
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