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$Micron Technology (MU.US)$
I've been waiting for this moment for so long!
This is not enough, but cheers today 🥂
I've been waiting for this moment for so long!
This is not enough, but cheers today 🥂
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Micron's business cycle
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
As a memory chip design and manufacturing specialist, Micron operates in a cyclical industry. The computer memory market is greatly affected by supply-demand dynamics in last-stage target markets such as smartphones, data center systems, and modern automobiles with large data processing capabilities.
Historically, Micron has experienced several periods of significant decline after rapid growth, which reflects an extensive semiconductor cycle. This cyclicality has the potential to make short-term investments difficult, but it is also an opportunity for long-term investors who can get through the recession.
Micron's recent financial performance appears cyclical at first glance. Despite excellent returns over the past year, the fall in stock prices from all-time highs suggests that market makers are wary of the next potential recession. However, this decline does not necessarily herald the end of Micron's recent swing back into a high-growth region.
Micron's business cycle
From a historical perspective, Micron's business cycle is rising...
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$Super Micro Computer (SMCI.US)$ So that you don't fall, laugh at your seat belt.
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$Super Micro Computer (SMCI.US)$ Mr. Bora
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Set a live reminder
$Super Micro Computer (SMCI.US)$A financial results briefing for the 3rd quarter of fiscal year 2024 is scheduled to be held at 6:00 a.m. on 2024/5/1 (Wednesday) Japan time. This briefing sessionSubtitle translation formatIt will be distributed by If you would like to watch it,“reservation”Click on the button.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
◆ Precautions
The content of this live show is provided by a subtitle translation service for customer convenience. Subtitles have been generated using Microsoft Azure (Microsoft Azure) and Amazon Translate (Amazon Translate). No warranty of any kind, express or implied, is made with respect to the accuracy, reliability, or accuracy of English to Japanese machine translations. If you suffer damage due to translated content, we are not responsible for such damage. Please be careful when watching.
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Super Microcomputer 2024 Q3 Financial Results Briefing (subtitle translation)
Apr 30 16:00
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It is the largest computer memory chip maker in the USA. $Micron Technology (MU.US)$ As part of efforts to bring semiconductor production back to the USA, the company is prepared to receive over $6 billion in subsidies from the Commerce Department to support domestic factory projects.
According to sources familiar with the matter, while the final decision has not been made yet, there is a possibility it will be announced as early as next week. It is unclear whether the company will also receive loans under the 2022 Chips and Science Act in addition to direct subsidies.
Micron, based in Boise, Idaho, is constructing factories in New York and the local area. After the preliminary agreement announcement, the company will undergo months of due diligence and then receive funds divided into tranches linked to project-specific benchmarks.
Representatives from Micron, the Commerce Department, and the White House refrained from commenting.
According to sources familiar with the matter, while the final decision has not been made yet, there is a possibility it will be announced as early as next week. It is unclear whether the company will also receive loans under the 2022 Chips and Science Act in addition to direct subsidies.
Micron, based in Boise, Idaho, is constructing factories in New York and the local area. After the preliminary agreement announcement, the company will undergo months of due diligence and then receive funds divided into tranches linked to project-specific benchmarks.
Representatives from Micron, the Commerce Department, and the White House refrained from commenting.
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Hello, moomoo users! ![]()
Here is the NY stock market outlook for tonight.![]()
Market Overview
The US market has started, with the Dow Jones Industrial Average, consisting of high-quality stocks, starting at 37,949.67, up 150.70 points, and the tech-heavy Nasdaq Composite Index starting at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 large-cap US stocks, started at 5,068.97, up 17.56 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF warns of fiscal expansion in election year, "leading to higher prices".
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
Market Overview
The US market has started, with the Dow Jones Industrial Average, consisting of high-quality stocks, starting at 37,949.67, up 150.70 points, and the tech-heavy Nasdaq Composite Index starting at 15,942.29, up 77.04 points. The S&P 500 Index, consisting of 500 large-cap US stocks, started at 5,068.97, up 17.56 points.
$Dow Jones Industrial Average (.DJI.US)$
$Nasdaq Composite Index (.IXIC.US)$
$S&P 500 Index (.SPX.US)$
Top news
IMF warns of fiscal expansion in election year, "leading to higher prices".
In the "Fiscal Monitor" released by the International Monetary Fund (IMF) on the 17th, it warned that in 2024, with a series of major elections, there is a risk of popular fiscal expansion. In election years, the fiscal deficit is expected to be 0.4 percentage points larger than the Gross Domestic Product (GDP). There are concerns that it will become difficult to control prices or have a negative impact on long-term economic growth...
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Good morning to all moomoo users!![]()
Here are the key points of this morning's first report.
● [Tokyo Stock Exchange Rate Forecast Range] 39,300 yen - 39,800 yen (closing price on the 11th 39,442 yen 63 sen)
● The March producer price index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
●The Dow Average is flat, IT/high-tech stocks are bought, and the NASDAQ is significantly higher = US stock overview
● NY Federal Reserve Governor Says There Is No Need to Cut Interest Rates “in the Very Near Future” - Long Way to Go
● US interest rate cut, only once in December by the end of the year - Deutsche Bank and BoFA forecasts were drastically revised
● Morgan S shares plummeted, reports that the US authorities are scrutinizing the asset management departments of the wealthy
● ECB leaves interest rates unchanged - solidifies path to June interest rate cuts
● Japanese authorities will intervene if they enter the 155 yen level - MUFG Goncalves
● Hedge funds are paying attention to Apple and are expected to strengthen AI - JP Morgan
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average fell 2 dollars 43 cents from the previous business day to 38,459 dollars 08 cents for 4 days...
● [Tokyo Stock Exchange Rate Forecast Range] 39,300 yen - 39,800 yen (closing price on the 11th 39,442 yen 63 sen)
● The March producer price index (PPI) increased 0.2% from the previous month, and the core index, which falls short of market expectations, increased 0.2% from the same period
●The Dow Average is flat, IT/high-tech stocks are bought, and the NASDAQ is significantly higher = US stock overview
● NY Federal Reserve Governor Says There Is No Need to Cut Interest Rates “in the Very Near Future” - Long Way to Go
● US interest rate cut, only once in December by the end of the year - Deutsche Bank and BoFA forecasts were drastically revised
● Morgan S shares plummeted, reports that the US authorities are scrutinizing the asset management departments of the wealthy
● ECB leaves interest rates unchanged - solidifies path to June interest rate cuts
● Japanese authorities will intervene if they enter the 155 yen level - MUFG Goncalves
● Hedge funds are paying attention to Apple and are expected to strengthen AI - JP Morgan
— MooMoo News Kathy
Market Overview
In the US stock market on the 11th, the NY Dow Jones Industrial Average fell 2 dollars 43 cents from the previous business day to 38,459 dollars 08 cents for 4 days...
Translated
![[Morning Report] March is lower than US PPI forecast, buyback to IT/high-tech stocks, hedge funds are paying attention to Apple, and AI strengthening is expected - JP Morgan](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240412/cd1ab4a18b58f9444b7eb8832f41e3f0.png/thumb?area=105&is_public=true)
![[Morning Report] March is lower than US PPI forecast, buyback to IT/high-tech stocks, hedge funds are paying attention to Apple, and AI strengthening is expected - JP Morgan](https://sgsnsimg.moomoo.com/sns_client_feed/181250687/20240412/1712877614664-fff43a5b9b.png/thumb?area=105&is_public=true)
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