Lewis Hurst
Lewis Hurst
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Mu is currently just below 900 a share. Is this old news?
24H | Chip, Storage Shares Fall. Western Digital Down 12%; SanDisk Down over 8%; SK Hynix, SOXL Down over 4%; UMC, Micron Down Around 3%
avatarLewis Hurst
08-05 11:14
It's important to understand that the Chinese can't build hbm required for ai. Also their memory chips are significantly physically larger than the rest of the industry, so that's a "big" problem for then
Micron Stock Rises as it Gains Memory-Chip Share. It's not All Good News
Feels like there's a massive amount of manipulation in this stock. The fact that a lot of stuff usually happens outside of trading hours is suspicious.
Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds
Kaz, the magnificent 7 is a collection of stocks including Google apple, etc...
The U.S. Stock Market is Looking Like a Rubber Band Ready to Snap
"...spending shifts toward supply-constrained hardware..." This sounds like fancy-talk for increased spending on memory.
IBM Plunges on Earnings Miss, HSBC Downgrade and AI Competitive Pressure
$168
I'll wait for the official Lego video before I believe any of it 🫠
Iran Says No Final Decision Made on Deal That Trump Hopes Could Be Signed Soon
It doesn't mean that Nvidia will use sk hynix instead of micron. Considering that they partnered to endeavor to alleviate the memory supply pressure, why would they then simultaneously create a single point reliance and choose to limit their supply? I'm other words, micron is still required in its full capacity.
Why Micron Stock Is Rising After Rival SK Hynix's Fresh Deal with Nvidia
+1.78% is considered a negative day for Micron investors 🙃
Chip Stocks Mixed With Navitas up 24%, Marvell up 7%, Intel up 6%, Micron and Nvidia Down 1%

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