Engineer n Analyst
Set a live reminder
Micron Q3 2024 earnings conference call is scheduled for June 26 at 4:30 PM ET /June 27 at 4:30 AM SGT /June 27 at 6:30 AM AEST. Subscribe to join the live earnings conference with management NOW!
Beat or Miss?
What do you expect from Micron's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of ...
Beat or Miss?
What do you expect from Micron's Q3 earnings? Will the company beat or miss the estimates? Make sure to click the "Book" button to get what managements have to say!
Disclaimer:
This presentation is for informational and educational use only and is not a recommendation or endorsement of ...
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Micron Q3 2024 earnings conference call
Jun 26 15:30
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Engineer n Analyst
commented on
$NVIDIA (NVDA.US)$
In case you are not aware, there will be ~USD10b of inflow for NVDA due to XLK rebalancing.
After today, weightage for NVDA will become 22% vs 6% now.
In case you are not aware, there will be ~USD10b of inflow for NVDA due to XLK rebalancing.
After today, weightage for NVDA will become 22% vs 6% now.
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Engineer n Analyst
commented on
$NVIDIA (NVDA.US)$ is now 10 times larger than $Advanced Micro Devices (AMD.US)$ , with a market cap of $2.8 Trillion
Sales in $NVIDIA (NVDA.US)$ is $79 Billion
Sales in $Advanced Micro Devices (AMD.US)$ is $22 Billion
3.5 times the difference, considerably less than the 10 times
In terms of risk v reward, $Advanced Micro Devices (AMD.US)$ s ability to double in price right now is far greater than $NVIDIA (NVDA.US)$ ’s probability.
Sales in $NVIDIA (NVDA.US)$ is $79 Billion
Sales in $Advanced Micro Devices (AMD.US)$ is $22 Billion
3.5 times the difference, considerably less than the 10 times
In terms of risk v reward, $Advanced Micro Devices (AMD.US)$ s ability to double in price right now is far greater than $NVIDIA (NVDA.US)$ ’s probability.
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Engineer n Analyst
reacted to
$NVIDIA (NVDA.US)$ scam again,haiz
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Engineer n Analyst
commented on
$NVIDIA (NVDA.US)$ is only a 80b revenue company but with market cap larger than Amazon with 514b revenue???
Even with the current growth, it will take at least 6 yrs to reach Amazon’s revenue…. AI has not been proven to be revenue generating with OpenAI revenue merely 2b….
Even with the current growth, it will take at least 6 yrs to reach Amazon’s revenue…. AI has not been proven to be revenue generating with OpenAI revenue merely 2b….
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Engineer n Analyst
voted
Hello Mooers, ![]()
A short overview of equal weighted FANG, FAANG, and the Magnificent Seven YTD performance, rounded to 5 decimal places.![]()
FANG 19.2225%
FAANG 13.31%
Magnificent Seven 13.72143%
A quick overview of the stocks and their YTD performance inside FANG, FAANG, and the Magnificent Seven is provided below.
FANG
$Meta Platforms (META.US)$36.77%
$Amazon (AMZN.US)$14.8%
$Netflix (NFLX.US)$24.44%
$Alphabet-C (GOOG.US)$0.88% ...
A short overview of equal weighted FANG, FAANG, and the Magnificent Seven YTD performance, rounded to 5 decimal places.
FANG 19.2225%
FAANG 13.31%
Magnificent Seven 13.72143%
A quick overview of the stocks and their YTD performance inside FANG, FAANG, and the Magnificent Seven is provided below.
FANG
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