daz999999999
daz999999999
No.1 Growth Stock Trader - 999999999
4203Follow
2747Followers
226Topic
0Badge
avatardaz999999999
09-23 18:19
$MU$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets a
Repost2
avatardaz999999999
09-23 18:18
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
RepostReply
avatardaz999999999
09-23 18:18
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
@daz999999999:$Micron Technology(MU)$   “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.
RepostReply
avatardaz999999999
09-23 18:17
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
RepostReply
avatardaz999999999
09-23 18:15
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
RepostReply
avatardaz999999999
09-23 18:14
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
@daz999999999:Micron (MU) Executive Appointments Steal The Limelight (08/27)
RepostReply
avatardaz999999999
09-23 18:13
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
RepostReply
avatardaz999999999
09-23 18:12

Micron Technology (MU) Investment Thesis Underlines A Growth Stock

$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
RepostReply
Micron Technology (MU) Investment Thesis Underlines A Growth Stock
avatardaz999999999
09-23 18:09
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will a
Repost2
avatardaz999999999
09-23 18:20
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
RepostReply
avatardaz999999999
09-23 18:15
$Micron Technology(MU)$   Micron Technology (MU) Investment Thesis Micron Technology faces moderating memory price increases as supply and demand rebalance, but AI data center demand remains robust. MU's gross margins are supported by long-term supply contracts, with 40% of revenue soon tied to fixed or capped pricing. Capacity expansions—including Idaho-1, Singapore HBM, and Tonglou—will drive the next growth phase starting FY'27 amid industry-wide supply increases. Key risks include labor negotiations in Taiwan, potential customer inventory build-ups, and margin sensitivity in non-data center segments. Dell (DELL) COO captured this sentiment, noting that some public sector customers have fixed budgets and will
@daz999999999:Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave
RepostReply
avatardaz999999999
09-18
$Micron Technology(MU)$   $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)
RepostReply
avatardaz999999999
09-18
$Micron Technology(MU)$   $Micron Technology(MU)$ Investment Thesis The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays. Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL)
@daz999999999:Micron Technology (MU) : Glacier (Short Sellers) Has Melted, Buy Now For The Tsunami Wave
RepostReply
avatardaz999999999
09-18
$Micron Technology(MU)$   The U.S. major indexes closed as follows: Dow Jones up 0.61% at 51,778.04; S&P 500 up 1.14% at 7,637.76; NASDAQ up 1.69% at 26,418.30. Investors embraced a strong rebound after the prior session’s rate-hike turbulence, with technology shares spearheading gains across the board.Chipmakers and megacaps dominated the list of unusual movers, riding renewed enthusiasm for artificial-intelligence plays.  Micron Technology (MU) up 5.50% at $977.50; Intel (INTC) up 7.67% at $108.80; Advanced Micro Devices (AMD) up 6.36% at $545.09; NVIDIA (NVDA) up 2.54% at $219.34; Apple (AAPL) up 1.38% at $337.00; Tesla (TSLA) up 2.27% at $366.20; and Oracle (ORCL) up 5.19% at $150.59 all booked notab
@daz999999999:Micron (MU) Executive Appointments Steal The Limelight (08/27)
RepostReply
avatardaz999999999
09-17
$MU$   Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soo
1Reply
avatardaz999999999
09-17
$Micron Technology(MU)$   Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soon fetch
@daz999999999:Micron (MU) Executive Appointments Steal The Limelight (08/27)
RepostReply
avatardaz999999999
09-17
$Micron Technology(MU)$   Micron Technology's stock has climbed 226% this year - but its future driver of momentum could be something different than what's so far carried it into the artificial-intelligence winners circle. Spectacular earnings growth has been the main force behind Micron's (MU) soaring stock price, rather than a change in how investors value each dollar that the company earns. In fact, the stock has been notoriously cheap, trading at a 5.77 multiple of its price relative to estimated earnings for the next calendar year. That's the fifth lowest valuation multiple of any S&P 500 SPX component, according to Dow Jones Market Data. But there's reason to believe that Micron shares could soon fetch
@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time
RepostReply
avatardaz999999999
09-17
$Apple(AAPL)$   Apple's (AAPL) New Investment Thesis The question now is whether this marks the start of a more durable uptrend, or simply a short-lived sugar rush before the more recent doubts creep back in. The answer hinges on what actually changed last week, and whether it's enough to shift Apple's trajectory. Why the Market Warmed to the Launch The clearest reason for the renewed optimism is that this was a meatier event than Apple has served up in a while. The headline act was the Duo, the company's first-ever folding iPhone, which opens into a tablet-sized screen and, at a starting price near $2,000, establishes a brand new ultra-premium tier above the existing Pro models. That plays directly into a stra
@daz999999999:Apple (AAPL) Stock Key Investment Thesis - Q4 2026
RepostReply
avatardaz999999999
09-17
$Apple(AAPL)$   Apple's (AAPL) New Investment Thesis The question now is whether this marks the start of a more durable uptrend, or simply a short-lived sugar rush before the more recent doubts creep back in. The answer hinges on what actually changed last week, and whether it's enough to shift Apple's trajectory. Why the Market Warmed to the Launch The clearest reason for the renewed optimism is that this was a meatier event than Apple has served up in a while. The headline act was the Duo, the company's first-ever folding iPhone, which opens into a tablet-sized screen and, at a starting price near $2,000, establishes a brand new ultra-premium tier above the existing Pro models. That plays directly into a stra
@daz999999999:$Apple(AAPL)$   Apple (AAPL) Stock Investment Thesis - Q42026 Key Growth Drivers & Risks Services Revenue: High-margin recurring revenue from the App Store, iCloud, Apple Pay, and subscriptions provides a resilient base even during fluctuating hardware upgrade cycles. AI & Product Supercycles: On-device AI features continue to drive hardware upgrades across iPhones, iPads, and Mac devices. Valuation & Valuation Risks: Trading at a forward P/E ratio above 35x, market sentiment remains sensitive to supply chain bottlenecks, macro consumer spending pressures, and regulatory antitrust scrutiny. Investor Action Plan Determine Strategy: Decide whether your objective is long-term dividend growth/compoundin
RepostReply
avatardaz999999999
09-17
$Apple(AAPL)$   Apple's (AAPL) New Investment Thesis The question now is whether this marks the start of a more durable uptrend, or simply a short-lived sugar rush before the more recent doubts creep back in. The answer hinges on what actually changed last week, and whether it's enough to shift Apple's trajectory. Why the Market Warmed to the Launch The clearest reason for the renewed optimism is that this was a meatier event than Apple has served up in a while. The headline act was the Duo, the company's first-ever folding iPhone, which opens into a tablet-sized screen and, at a starting price near $2,000, establishes a brand new ultra-premium tier above the existing Pro models. That plays directly into a stra
@daz999999999:$Apple(AAPL)$  Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread
RepostReply

Go to Tiger App to see more news