The WSJ recently published an inside look at OpenAI, analyzing in detail last year's "court battle" drama and why the executive team fell apart.OpenAI is undergoing an unprecedented transformation and upheaval.Founded in 2015, the nonprofit organization, which was originally dedicated to developing artificial intelligence technology that would benefit all of humanity, is now facing the significant challenge of transitioning from a nonprofit to a for-profit company.Behind this change, a wave of departures, internal struggles, and leadership strife form a complex picture of the inner workings of the organization.Right now, Sam Altman has set out to change OpenAI's nonprofit structure, turning it into a true commercial company and raising capital at a valuation of $150 billion.And Sam's own a

$Micron Technology(MU)$   HERE'S WHAT ANALYSTS HAVE TO SAY AFTER $MU Q4 EARNINGS: Rosenblatt (Buy, PT: $250): "Micron delivered an 'unambiguous beat and raise,' with AI and data center demand outshining any smartphone/PC inventory concerns. Expect DRAM supply/demand to tighten through 2025. Micron is positioned as a top pick for 2024, especially with HBM memory already sold out through CY25." JPMorgan (Overweight, PT: $180): "Micron outperformed with strong August results, exceeding fears. AI memory demand and a tightening DRAM supply/demand forecast are expected to drive outperformance through 2024/25." Raymond James (Outperform, PT: $140): "Micron’s Q4 and Q1 outlook surpassed expectations, easing concerns over

$Micron Technology(MU)$ released its fourth-quarter fiscal year 2024 report yesterday, corresponding to the three-month results ending August 29 this year. The earnings far exceeded expectations, and the stock price soared 15% after hours.1.Profit and MarginLooking at revenue, Micron's fourth-quarter revenue was $7.75 billion, a whopping 93% increase year-on-year, exceeding analysts' expectations of $7.66 billion. The gross margin of 35.3% also surpassed forecasts of 34.7%.In terms of earnings guidance, Micron expects revenue in Q1 2025 to be around $8.7 billion, an 84% increase year-on-year. Quarterly revenue will hit a record high, significantly exceeding analysts' expectations of $8.3 billion. The expected gross margin is around 38.5%, also excee

In a recent $JPMorgan Chase(JPM)$ roadshow report, analyst Joe Moore provided an in-depth discussion on the current state of the AI market, responding to the market's concerns about whether or not the AI industry has peaked.Below is a summary of the key takeaways from the report:State of the AI MarketDespite $NVIDIA Corp(NVDA)$ stock price volatility and $Broadcom(AVGO)$ erratic performance, demand for AI hardware (especially GPUs) remains strong and the market is still in its early stages.While there is a focus on factors such as product cycles and cabinet shipment sizes, the reality is that these factors have not had as significant an impact on the market as exp

In the realm of early innovation, $Archer Aviation Inc.(ACHR)$ and $Serve Robotics Inc.(SERV)$ stand out as pioneering stocks capable of creating entirely new industries. These high-risk, high-reward companies leverage unique technological advantages to meet unmet market demands, unlocking extraordinary opportunities.1.Archer Aviation: Leading the Urban Air Mobility RevolutionArcher Aviation is at the forefront of the electrification of aviation, developing key technologies and aircraft for the next transportation revolution. The company recently secured $220 million in funding, making it one of the most well-funded players in the electric vertical takeoff and landing (eVTOL) sector.In 2024, Archer comple

Many AI companies are currently generating strong earnings, and this has contributed to the high valuations of AI-related stocks. Fueled by a combination of robust financial performance and widespread confidence in AI's potential, investor enthusiasm has driven the stock prices of many AI companies to elevated levels. Moreover, as the technology rapidly evolves, it's likely that new innovations will emerge, further enhancing the sector's appeal. However, despite the exciting growth prospects, I remain cautious about investing in AI stocks at this point. Given how much these stocks have already surged, it feels like I might be late to the party. Jumping in now could expose me to the risk of overpaying, especially when valuations are so stretched. Additionally, many AI stocks offer little to

$Micron Technology(MU)$   Micron: The Street Was Wrong, Full Steam Ahead Micron Technology, Inc. reported its fiscal Q4 earnings after the market closed on Wednesday. Consumer demand remains weak in NAND and DRAM markets, but enterprise and HBM show growth. While improvements in bit shipments are not uniform, the current upcycle remains intact. HBM will offset weakness until consumer demand recovers. The HBM market is expected to grow significantly, with Micron's HBM products projected to generate multiple billions in revenue by FY25. Micron plans $8.1 billion in CAPEX for FY25, focusing on greenfield fab construction and HBM investments to meet rising demand. Anticipate 50% revenue growth in FY25 and 30% in FY26

$Applied Materials(AMAT)$   Applied Materials. Rejected a big pivot level at $210 - $215, risk for shorts can be close above level. Recent volume patterns look to be distribution. A lot of PUT volume (bearish) on multiple chains being seen in the options flow. Set up looks bearish now but if price action manages to break above $215 on good volume, we can see resistance turned into support, trend will flip bullish with next price target at $233 where a big bear gap sits.

$Micron Technology(MU)$  it is hard for someinvestors to accept the fact that the only way to survive in this chaotic world is that the stock market must go up. This is because companies and countries have no choice but to invest in data centres and AI for future uses that can set the foundation for useful applications in a lot of areas, healthcare, transport, defence, etc, so it does show in the earning reports in NVDA and MICRON, etc. Sure there will be some misses here and there but ultimately economy needs to be resilient hence stimulus measures by several countries including the US will make sure it happens! The only way down is a nuclear disaster!!

AI still have stories to talk. Never too late to invest in AI leader $NVIDIA Corp(NVDA)$ and also $Micron Technology(MU)$ as they are make HBM chips which is super high demand now. @TigerStars @MillionaireTiger @Tiger Club @虎港通

$Micron Technology(MU)$  $Intel(INTC)$  show me the money [Miser]  

$Micron Technology(MU)$  has been previously the shining star before the likes of $NVDA and now back in the picture. Decent fundamentals and a good pick for my exposure in AI driven chips demand. Keep going. Regret not getting more hahha

$Micron Technology(MU)$  Great for now. Take your profits as when the fervour dies  expect the stock to go below 100 again and then slowly retrace upwards again. Such is the play by the big guns!

$Micron Technology(MU)$  MU is the future of AI

$Micron Technology(MU)$  Finally this brush off the negative sentiments. Congratulations fellow bag holders!