$Micron Technology (MU.US)$
MU's performance for the first quarter of 2025 exceeded Financial Estimates twofold, but it was temporarily offset by the unstable guidance for the second quarter of 2025, suggesting varied short-term outlooks.
Nevertheless, NVDA's Blackwell believes that production has just begun to expand, and it is likely that shipments will peak in the second quarter of 2025, indicating that the market is likely overreacting.
MU is expecting to be sold out in 2025, with a promising outlook expected when mass production of HBM4 begins in 2026.
Therefore, we believe that the stagnant stock price and market overreactions have indeed brought greater margin of safety.
Nevertheless, it cannot be denied that MU's recovery is likely to prolong as we await the normalization of profit margins, balance sheet strengthening, and clarity on the ongoing trade war.

$Micron Technology (MU.US)$
Micron achieved strong performance in the first quarter of 2025.
• Earnings Per Share: $1.79
• Revenue: $8.71 billion
However, the guidance for the 2nd quarter was bearish (due to weak pricing and sluggish demand for PCs/Smart Phones), causing $MU to drop by 13%.
Rosenblatt remains uncompromising, still targeting $250 (+184%) as its goal.
What is your position? Are you Bullish or Bearish? 🤔

$Palantir (PLTR.US)$
17 major customers have revealed important details about the success of AIP. Key points to note include:
1. Palantir is a perfect all-in-one platform with a unique front end. Palantir can run everything in one place, from data lakes to analysis and implementation, truly a perfect all-in-one platform.
2. Foundry and AIP coexist. Because Foundry and AIP are 100% integrated, you cannot run only one. Also, these two should not be considered as separate products. Without Foundry's data, you cannot run AIP. The actual data applied to AIP is literally stored in Foundry, so if you need AIP, you need Foundry.
3. The price of AIP is based on consumption "The contract execution amount of AIP probably accounts for 30-35% of Palantir's expenses...

$NVIDIA (NVDA.US)$
The $NVDA stock price (black) hit a bottom several times near the previous NTM EPS line (blue).
Will history repeat itself?

$NVIDIA (NVDA.US)$
OpenAI Continuous Announcement Event; Here is a summary of the contents of the 12th day announcement:
① Introduction of the new frontier models o3 and o3 mini: - o3 achieves performance surpassing human expert levels in mathematics, programming, and scientific fields with advanced reasoning capabilities. - o3 mini provides the 'Adaptive Thinking Time' feature, which excels in cost efficiency and allows adjustment of thinking time (low, medium, high) freely.
② Overwhelming performance in challenging benchmarks: - Significant performance improvements in various high-difficulty tests, surpassing the previous model (o1 series). - Especially in the ARC-AGI benchmark, it achieved a 87.5% accurate rate comparable to or exceeding human levels with increased computational complexity.
Enhancement of safety and "Deliberative Alignment": The model itself conducts detailed thinking internally to achieve more accurate safety determinations. Public safety tests are conducted, providing early access to researchers. Aim to establish a new safety protocol.
Future developments: o3 mini is planned to be publicly available at the end of January 2024, followed by o3. Further improvements and testing will ensure a high-reliability and powerful AI...

$NVIDIA (NVDA.US)$
It's time to consider what's scheduled for January 6th. It's CES 2025, also known as the Consumer Electronics Show in Las Vegas, where Nvidia's CEO Jensen Huang will deliver a keynote speech. From January 7th to January 10th, Nvidia will meet with journalists and analysts, attend the show floor, and participants can see how the company is enhancing its current and future products.
In the past, Nvidia has provided an early look at its technology at CES (such as the Nvidia Shield streaming media device and the Nvidia Drive platform for self-driving cars). The report from Wccftech, citing Nvidia partner Inno3D, suggests that Nvidia may introduce AI innovations like "neural rendering" in the consumer gaming GPU market this time, even though the chip giant may not provide hints.