yurisa0309
voted
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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yurisa0309
reacted to
$NVIDIA(NVDA.US$
It will continue to drop to 1:115 by the time of settlement due to the double top on the daily chart. It's moving in exactly the same way as it was after the February financial results. It's a good time to be patient, or to retreat once and for all. Of course it will explode after the next settlement.
It will continue to drop to 1:115 by the time of settlement due to the double top on the daily chart. It's moving in exactly the same way as it was after the February financial results. It's a good time to be patient, or to retreat once and for all. Of course it will explode after the next settlement.
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yurisa0309
liked
Thank you so much yesterday and today. When I woke up prepared to lose and woke up, it was a plastic turn![]()
ALAB lowered it and hit it directly, but NVDA covered it 🙏
TSMC is a chaotic chart where anxiety and expectations intersect before financial results. Please keep an eye on it. MU has attacked 136 barriers several times and seems to be close to recovery. I think it will be a pretty strong rise after breaking through 136 and keeping ➡ ︎ moving up and down. I'm playing SMCI, so please leave it alone.
It looks like we can look forward to today and tomorrow. That's why I bought more ALAB, which was sold at a reasonable price. Funds have run out![]()
I've done it, so I want to buy 1 share or 2 shares at the lowest price. This is because I think that way you can practice price limits and enjoy stocks more than anything else...
Everyone, let's do our best together again![]()
TSMC is a chaotic chart where anxiety and expectations intersect before financial results. Please keep an eye on it. MU has attacked 136 barriers several times and seems to be close to recovery. I think it will be a pretty strong rise after breaking through 136 and keeping ➡ ︎ moving up and down. I'm playing SMCI, so please leave it alone.
It looks like we can look forward to today and tomorrow. That's why I bought more ALAB, which was sold at a reasonable price. Funds have run out
Everyone, let's do our best together again
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yurisa0309
liked
$Astera Labs(ALAB.US$
Astella Labs 😎 soon
Maybe it's okay to prepare![]()
Let's start preparing steadily when it falls![]()
Astella Labs develops and provides semiconductor-based connectivity solutions in cloud and artificial intelligence (AI) infrastructure. They focused on the fact that connectivity was unable to keep up with the speed of evolution of AI and machine learning, causing stagnation, and embarked on a solution.
The company was founded in 2017. The starting point was that three people, including Jitendra Mohan, who was a colleague of Texas Instruments [TXN], a major semiconductor company, came up with the idea of developing a chip to eliminate delays at data centers and decided to start a business.
All three of them had no experience in starting a business. There are many cases where semiconductor development startups usually embark on the development of smart chips using AI, and it seems that they will challenge a glamorous field, but what Astella Labs jumped into was a plain area.
The founders described connection solutions as “piping.” It's not glamorous, but it's extremely important to increase connection speed and smooth data flow...
Astella Labs 😎 soon
Maybe it's okay to prepare
Let's start preparing steadily when it falls
Astella Labs develops and provides semiconductor-based connectivity solutions in cloud and artificial intelligence (AI) infrastructure. They focused on the fact that connectivity was unable to keep up with the speed of evolution of AI and machine learning, causing stagnation, and embarked on a solution.
The company was founded in 2017. The starting point was that three people, including Jitendra Mohan, who was a colleague of Texas Instruments [TXN], a major semiconductor company, came up with the idea of developing a chip to eliminate delays at data centers and decided to start a business.
All three of them had no experience in starting a business. There are many cases where semiconductor development startups usually embark on the development of smart chips using AI, and it seems that they will challenge a glamorous field, but what Astella Labs jumped into was a plain area.
The founders described connection solutions as “piping.” It's not glamorous, but it's extremely important to increase connection speed and smooth data flow...
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yurisa0309
reacted to
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yurisa0309
commented on
$NVIDIA(NVDA.US$
What kind of drop is this? Tell me
What kind of drop is this? Tell me
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yurisa0309
commented on
$Super Micro Computer(SMCI.US$
What kind of drop?
What kind of drop?
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yurisa0309
reacted to and commented on
I think this is a great entry point. This cycle is either going to be a huge cycle, or it's going to be a weird cycle.
$Micron Technology(MU.US$ Stock prices usually peak before EPS, and TTM P/E is around 11-15. TTM PE is still negative at the moment, so I don't think this is the peak, but no one knows.
The shift may have been caused by people entering the cycle early and trying to get out before the hammer falls.
$Micron Technology(MU.US$ Stock prices usually peak before EPS, and TTM P/E is around 11-15. TTM PE is still negative at the moment, so I don't think this is the peak, but no one knows.
The shift may have been caused by people entering the cycle early and trying to get out before the hammer falls.
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yurisa0309
commented on
$Astera Labs(ALAB.US$
The financial results were pretty good, so it seems like it will end up positive after a long absence. It's pretty far from analysts' target stock price, though.
The financial results were pretty good, so it seems like it will end up positive after a long absence. It's pretty far from analysts' target stock price, though.
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yurisa0309
reacted to
$Micron Technology(MU.US$
by any chance! A plastic reversal of the review? No way! Are there any plastic turns at Zara! If I turn plastic, I wonder if I'll backflip! Right now, I'm drinking awfully in Shinbashi! If you see someone doing backflips at Shimbashi station, it's me! Please call out! huh ho ★☆
by any chance! A plastic reversal of the review? No way! Are there any plastic turns at Zara! If I turn plastic, I wonder if I'll backflip! Right now, I'm drinking awfully in Shinbashi! If you see someone doing backflips at Shimbashi station, it's me! Please call out! huh ho ★☆
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