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chipzzy
Market optimism leads to financial freedom
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avatarchipzzy
11-02 04:50
$Micron Technology(MU)$ $SanDisk Corp.(SNDK)$ Some kind of catalyst will likely be needed to break the downward momentum. Not sure the tech rout is ready to throw in the towel just yet. It wouldn't be surprising if the selling continues in the near term.
avatarchipzzy
10-30
$Micron Technology(MU)$ Shorts got this back to where it was 3 days ago. For the bulls, it turned into a pretty rough day. I don't expect much movement on a Friday heading into election week, so it feels like a wait-and-see situation for now.
avatarchipzzy
10-30
$Micron Technology(MU)$ I really don't get why Micron keeps getting sold off, especially with SanDisk's results looking decent.
avatarchipzzy
10-29
avatarchipzzy
10-28
$Micron Technology(MU)$ SK Hynix will be aggressively buying back cheap shares, and Micron will follow suit as soon as CHIPS Act restrictions expire December 9th.
avatarchipzzy
10-28
$SK hynix(SKHY)$ Koreans don't play small, they play on a galactic scale. SK Hynix's reported margins are approaching 80%. Then look at the long-term investment plans: Samsung ~$1.7T SK Hynix ~$740B TSMC ~$265B Micron $250B+ Tesla/SpaceX Terafab potentially $100B+ Different technologies and timelines, of course. But SK Hynix's ~$400B Yongin complex is already under construction. Physical AI, robotics, agentic AI, space computing, biotech discoveries... all demanding more chips, memory and compute. Nobody knows how big demand could become by 2030 and beyond. If this isn't one of the strongest signals of where AI is heading, I don't know what is. There's a lot of money flowing into South Korea right now. The real hurricane might still be coming
avatarchipzzy
10-28
$Micron Technology(MU)$  This is a $1,500 stock within a year. Mark this post. Easy. Patience. Ignore all the FUD.
avatarchipzzy
10-23
$SPDR S&P 500 ETF Trust(SPY)$ $NVIDIA(NVDA)$ $Micron Technology(MU)$ $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ $Western Digital(WDC)$ SMASHED Q1 EARNINGS + RAISES GUIDANCE Adj. EPS: $4.64 vs $4.07 est Sales: $4.381B vs $4.131B est Raised Q2 Adj. EPS Guidance Raised Q2 Sales Guidance Raises quarterly dividend from $0.15 to $0.175 per share
avatarchipzzy
10-22
$Micron Technology(MU)$ Burry paid over $14 for his $500 puts in June. Does anyone know if he covered?
avatarchipzzy
10-21
$SanDisk Corp.(SNDK)$ $Intel(INTC)$ $CoreWeave, Inc.(CRWV)$ $Micron Technology(MU)$  $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ AI is going to work its way into everything. I'm buying what I can and holding. It's moving faster than expected.
avatarchipzzy
10-20
$Micron Technology(MU)$  Sounds promising, but they probably aren't going to announce anything super significant and front-run the start of their buybacks. Any real investor should be able to have patience for a couple of months. The cheaper the stock, the more shares they can buy back, and the more they increase earnings per share as the share count decreases.
avatarchipzzy
10-20
$Micron Technology(MU)$ Once the macro environment improves, MU should bounce back hard.
avatarchipzzy
10-16
$SanDisk Corp.(SNDK)$ $Micron Technology(MU)$ $SK hynix(SKHY)$ The planned panic seems to be over, and the big players got their cheap shares from scared retail investors. Now it feels like it is time for a strong move higher.
avatarchipzzy
10-14
avatarchipzzy
10-14
The blue chip chip space is showing some very low PEG numbers right now. Best value in the market, despite the headwinds. $VanEck Semiconductor ETF(SMH)$  $NVIDIA(NVDA)$  $Micron Technology(MU)$  $SK hynix(SKHY)$  These are the top 15 chip stocks with big market caps, liquid, and the lowest PEGs — though I'm not sure how INTC has a PEG but no PE.
avatarchipzzy
10-13
$Micron Technology(MU)$ 4.5x forward estimates. $38 billion in cash. Buyback in place. The reversal is going to be fast and fierce.
avatarchipzzy
10-13
$Micron Technology(MU)$ 1100 incoming this week, for no other reason than the market making absolutely no sense. People on both sides try to justify the moves based on nothing but noise, and you can tell that's what's happening because the articles will come out saying the reason it ran to 1100 is the great earnings, then when it drops for three days straight, the reason becomes that the earnings weren't that great after all.
avatarchipzzy
10-09
$Marvell Technology(MRVL)$ Showing some nice strength here. It was down worse than $Advanced Micro Devices(AMD)$  or $Micron Technology(MU)$  earlier and now it's leading them back up. If you can't handle this kind of volatility, you probably shouldn't have as many irons in the fire.
avatarchipzzy
10-08
$Micron Technology(MU)$  At some point soon, the market makers won't be able to hold this back anymore. The pent-up pressure will be like a champagne cork. It's going to pop, and pop hard.
avatarchipzzy
10-08

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