L.Lim
12-19
Unsurprising results. Was it Sandisk that had great results too awhile back?
Either way, the players who had good fundamentals and were in the market from the get go, would likely be able to properly cash in on the AI hype.
Whether they will survive the bubble popping would be their long term planning and proper due diligence of who they are in business with.
Micron Jumps 10%! Is Memory The Next Nvidia Trade?
Micron reported revenue and adjusted EPS that both exceeded Wall Street expectations, while issuing a strong outlook for the current quarter. With expectations now elevated, the focus may shift toward sustainability of margins and the durability of the current demand cycle. ---------- Have you bet on memory sector? Is Micron's nvidia moment coming?
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