$Micron Technology(MU)$ Micron

2025-12-23

$Micron Technology(MU)$ Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.

Memory Still Unstoppable! Can SanDisk, WDC Deliver Guidance Surprise?

Seagate reported second quarter EPS of $3.11, $0.32 better than the analyst estimate of $2.79. Revenue for the quarter came in at $2.83B versus the consensus estimate of $2.73B. SanDisk and Western Digital will report on Thursday. Just five months ago, SanDisk was widely viewed as a legacy flash maker weighed down by outdated products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade

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Juliaaa11
2025-12-23
Juliaaa11
Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]

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Can SanDisk, WDC Deliver Guidance Surprise?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":20354c1a80c442aaa81df59e8ec3408e}&rnconfig={\"headerBarHidden\": true}","description":"Seagate reported second quarter EPS of $3.11, $0.32 better than the analyst estimate of $2.79. Revenue for the quarter came in at $2.83B versus the consensus estimate of $2.73B.\nSanDisk and Western Digital will report on Thursday. Just five months ago, SanDisk was widely viewed as a legacy flash maker weighed down by outdated products. Today, after a nearly 1,000% rally, it has become one of the best-performing S&P 500 stocks and a core AI trade","image":"https://community-static.tradeup.com/news/01fb544710bfb44a79866be5eeb61fbe"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a> Micron is not the next Nvidia. 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