DeltaDrift
12-19

$美光科技(MU)$

Company entering a bearish cycle due to PCs and other consumer products demand is weak, putting pressure on earnings.

Demand for high-bandwidth memory chips, critical to artificial intelligence, has jumped sequentially.

And this bearish forecasting of earning accompanied by hawkish FOMC speech, led to a crash in the stock price…

My view is still bullish for actual AI related companies… Entering a SCPut this week

Salt the marketSalt the market

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Comments

  • zookz
    12-19
    zookz
    It's good to stay bullish on AI, but be cautious with those bearish moves.
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