PrimeBlue
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DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.
Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com
Don't worry the demand is very high. it's going to be difficult to contain the demand and there is always going to be alternative channel to ship the GPUs. This is a good opportunity to do some bargain hunting.
Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China
Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.
Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others
This is a good opportunity to stock up for the big uptick in 2025
Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
We are still early in the AI revolution with a large number of corporation still in the early phase of adoption. With the significant competitive advantage and strong ecosystem that NVidia has built up, there is definitely still room to grow for NVidia. Blackwell is coming in 2H24 and this is going to add another boost to the already impressive portfolio.
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Given the competitive advantage and strong ecosystem that NVDA has built up and coupled with a lack of viable alternatives from competitors, the strong uptrend should continue.
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Micron (MU): New Buy Recommendation for This Technology Giant
$766
Definitely still a buy while it's still at an attractive price point. The technology is there for further proliferation into the AI realm
AMD's Outlook on AI Chips Was Just OK - Is the Stock Still a Buy?
Quick snap up the bargains now
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Dangerous stock driven by a dangerous man
Tesla Is Past Its Sell-By Date!
Never go wrong with Apple
Apple: Why Bears Should Give In And Own This Stock
Never go wrong with Apple
Which Strong Buy FAANG Stock Does Wall Street Love this Month?
Danger play
Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems
There we go again
U.S. Stock Futures Drop Ahead of Fed’s Favored Inflation Gauge
AMD is a solid play with all businesses firing on fullcylinders
AMD Stock: Is the Dip an Investment Opportunity?
Apple
3 Unstoppable Growth Stocks to Buy in the Stock Market Sell-Off
A solid company that has a lot of addressable market to capitalise on
Nvidia Is Heating Up
Time for a deeper pullback
US STOCKS-Wall Street Pulls Back After Last Week's Rally With Inflation in Focus
Another round of fall. Given the effectivess of rate hikes, expect another few more agressive hikes
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