$Super Micro Computer (SMCI.US)$
I mean, should they disappear from this world or just sweep away the management team? 😅
Looks like they have no intention of submitting it,
The management side is exercising stock options with a calm face, huh? 😅
The portable shrine carried by the humble small and medium-sized enterprise was too big, wasn't it?

$Super Micro Computer (SMCI.US)$
The game ended yesterday when the auditing firm gave up.
Trust has been lost, financial crunch worsened, and a large amount of compensation paid, saying goodbye to the market.
That engineer with such a kind face, well, it feels like a country-raised baseball boy suddenly became a Major Leaguer, indulging in greed amidst the attention. 😅
Having a criminal record and...
Can you see through the deception? 🤬🤬🤬

$Micron Technology (MU.US)$
Seems like only brave when it comes to declining...
Even if SK's earnings are good, it's no good; even if Samsung's earnings are bad, it's no good; even if the company's earnings are good, it's only for a day; amd's crash is even worse... I'm even worse for holding such stocks..
A good stock, good performance, but if there are no buyers, it's a meaningless typical example...
There was progress in the supply of HBM to nvidia at Samsung's conference today 😅
It's not good enough 🤬🤬🤬🤬

$Micron Technology (MU.US)$
Yesterday, AMD's new product (slightly higher performance than Hopper) seems to use HBM 3e, so there is a sense of anticipation, rather than concerns about saturated DRAM. If there are experts, please let me know m(_ _)m
In the first place, it's being oversold 🤬🤬🤬

$Micron Technology (MU.US)$
Even if nvidia rebounds during the day, it doesn't rebound, and when nvidia falls, it falls twice as much...
Concerns about losing market share if SK Hynix's earnings are good lead to a decline, and despite thinking it's a chance when Samsung's earnings are bad, the resistance remains strong.
Even if Micron's financial results are good, it's only for one day..
American stocks, like oracle corp, tend to be bought intermittently when financial results are good..
Seriously, it's a crappy stock..
Hmm, I think it's a stock worth 150-160 dollars..

$Astera Labs (ALAB.US)$
Is it broadcom, I wonder.
The opponent has a market capitalization of 13 trillion, while we have 1.3 trillion.
Not sure how much profit per Blackwell, but I think it will be more appreciated with each financial statement released.
Including optimistic expectations, how about setting the short-term target at $100? 😊

$Super Micro Computer (SMCI.US)$
Even though there are earnings reports at the end of the month, why do they go as far as issuing an IR to emphasize how many servers they have sold before that...
Although the progress of the main business is important, I hope they release what needs to be released quickly and make it clear.

$Micron Technology (MU.US)$
Regarding the Memory Winter Era Report, the target price was reduced from $140 to $100, then just raised to $114...
Are you playing? 😅

$Micron Technology (MU.US)$
The rating for this year's performance↓↓
Street Research Semiconductors
BNP Paribas on Micron $MU $88
In April, the company raised its target price to $140 and recommended a buy.
In July, the company raised its target price to $150 and recommended a buy.
Today, the company lowered the target price to $67 and recommended a sell.
→Imakoko laugh
He's an incompetent analyst who chases the movement of stock prices and makes inappropriate comments!
Everyone ignore ignore 🌟 Just noise.