10baggerbamm : take some balls to be buying micron..  the company's guiding lower for the next two quarters already.. saying it's going to be a back half of 25 potential recovery. ASM lithography did the same thing December of last year they cautioned not the AI business the automotive side one of their customers they said it was going to be a back half 24 that they'd recover and of course they did not and now they've already guided lower for next year as well. and you look where the stock was a year ago look where it is now and look at where it's dropped after earnings shortfalls each quarter.
I understand there's the contrarian approach I understand that microns in the S&P and every week when people get paid out of their paycheck they buy ETF so by default micron stock will be purchased. but fundamentally the Management's telling you demand is weak and dram and we don't expect it to pick up until back half of 25
I understand there's the contrarian approach I understand that microns in the S&P and every week when people get paid out of their paycheck they buy ETF so by default micron stock will be purchased. but fundamentally the Management's telling you demand is weak and dram and we don't expect it to pick up until back half of 25

D624Li : In September, MU is indeed very cost-effective at this price.

Money Thrill : Mu says ... "Micron delivered a record quarter, and our data center revenue surpassed 50% of our total revenue for the first time,” said Sanjay Mehrotra, President and CEO of Micron Technology." So I suppose changing business with HBM 3e generation  ... 1 - gamma chips with EUV [ExtremeUltraViolet] machine from $ASML Holding (ASML.US)$ ? If more than 50 % from total revenue came from memory intensive chips ... ?