$Micron Technology(MU)$ Why di

$Micron Technology(MU)$ Why didn't the target cut came when price was over $150? That would be helpful. the target cut came after price dropped 40%? that is dangerous. Anyone listen to it will lose money.

Think about it, why the shipment flat? because they convert production into HBM. There is not enough supply! not low demand. If the shipment flat due to low demand, the price will drop.

On the contrary, $SK Hynix, Inc.(HXSCL)$ raise DRAM price by 20%. Micron sold out HBM for very high margin. Of course they will convert DRAM production to HBM for AI. The shipment growth is replaced by margin growth. I will take margin every time. The analysts should raise price target!

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":348913614688336,"tweetId":"348913614688336","gmtCreate":1726209360940,"gmtModify":1726209365837,"author":{"id":3479274781436276,"idStr":"3479274781436276","authorId":3479274781436276,"authorIdStr":"3479274781436276","name":"snixee","avatar":"https://static.tigerbbs.com/ab7a887f7d1ab09c9b3f648ad7c56ad4","vip":8,"userType":8,"introduction":"运营账号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Why didn't the target cut came when price was over $150? That would be helpful. the target cut came after price dropped 40%? that is dangerous. Anyone listen to it will lose money.Think about it, why the shipment flat? because they convert production into HBM. There is not enough supply! not low demand. If the shipment flat due to low demand, the price will drop. On the contrary, <a data-mention-id=\"HXSCL\" class=\"teditor-mention\" data-mention-name=\"SK Hynix, Inc.\" href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> raise DRAM price by 20%. Micron sold out HBM for very high margin. Of course they will convert DRAM production to HBM for AI. The shipment growth is replaced by margin growth. I will take margin every time. The analysts should raise price target!</body></html>","htmlText":"<html><head></head><body> <a data-mention-id=\"MU\" class=\"teditor-mention\" data-mention-name=\"Micron Technology\" href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$</a> Why didn't the target cut came when price was over $150? That would be helpful. the target cut came after price dropped 40%? that is dangerous. Anyone listen to it will lose money.Think about it, why the shipment flat? because they convert production into HBM. There is not enough supply! not low demand. If the shipment flat due to low demand, the price will drop. On the contrary, <a data-mention-id=\"HXSCL\" class=\"teditor-mention\" data-mention-name=\"SK Hynix, Inc.\" href=\"https://ttm.financial/S/HXSCL\">$SK Hynix, Inc.(HXSCL)$</a> raise DRAM price by 20%. Micron sold out HBM for very high margin. Of course they will convert DRAM production to HBM for AI. The shipment growth is replaced by margin growth. I will take margin every time. The analysts should raise price target!</body></html>","text":"$Micron Technology(MU)$ Why didn't the target cut came when price was over $150? That would be helpful. the target cut came after price dropped 40%? that is dangerous. Anyone listen to it will lose money. Think about it, why the shipment flat? because they convert production into HBM. There is not enough supply! not low demand. If the shipment flat due to low demand, the price will drop. On the contrary, $SK Hynix, Inc.(HXSCL)$ raise DRAM price by 20%. Micron sold out HBM for very high margin. Of course they will convert DRAM production to HBM for AI. The shipment growth is replaced by margin growth. I will take margin every time. The analysts should raise price target!","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"link":"https://ttm.financial/post/348913614688336","repostId":0,"isVote":1,"tweetType":1,"viewCount":786,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["HXSCL","MU"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":561,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/348913614688336"}