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$Palantir(PLTR.US$ what happened
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$Micron Technology(MU.US$ I want to throw this out there because it sucks having a company that's in the red post earnings when ordinarily the stock would be trading higher. what I read today and it's pretty much a reoccurring theme is the capex for micron is higher than previously announced for the next quarter and subsequent couple of quarters probably the balance of this year. if you take a step back and roll the clock back about 2 months and look at meta and look at their earnings they beat...
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I started building a position in $Micron Technology(MU.US$ today in the low $130s (so I’m a little biased) but the stock is simply too cheap especially when you compare it to $Advanced Micro Devices(AMD.US$ .
$Advanced Micro Devices(AMD.US$ has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA.
$Micron Technology(MU.US$ has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITD...
$Advanced Micro Devices(AMD.US$ has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA.
$Micron Technology(MU.US$ has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITD...
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$Micron Technology (MU.US)$ is current stock price good to top up![]()
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$Micron Technology(MU.US$ People are probably gonna realise that Micron's earning expectations were over-inflated (since everyone was hoping micron would be the catalyst to $NVIDIA(NVDA.US$ 's rebound), and begin buying back again due to the fundamentals that it is simply a solid producer of AI chips/parts.
I am expecting to see a recovery easy over the next week, probably to 142-145. If this is reached, market sentiment can likely be sai...
I am expecting to see a recovery easy over the next week, probably to 142-145. If this is reached, market sentiment can likely be sai...
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$Micron Technology(MU.US$ thanks for dips, I'm skinny dipping!
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Columns Why are you buying MU
thinking this might be the only stock positioned BETTER than $NVIDIA(NVDA.US$ on the hardware side of AI - as they not only play in the datacenter - but consumer (PC/Laptop) as well...![]()
$Micron Technology(MU.US$ is down 6% after earnings report.
It was not a blow out enough quarter for the fast money to get incrementally more excited, so they're selling the stock. That said, the AI story is intact.
They just reported 82% YoY growth and guided to 90% growth, which was inl...
$Micron Technology(MU.US$ is down 6% after earnings report.
It was not a blow out enough quarter for the fast money to get incrementally more excited, so they're selling the stock. That said, the AI story is intact.
They just reported 82% YoY growth and guided to 90% growth, which was inl...
![Why are you buying MU](https://ussnsimg.moomoo.com/sns_client_feed/1629598/20240627/dcb44bd6d8dbc9a20f5bc145b740b9fa.png/thumb?area=999&is_public=true)
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