PrimeBlue

    • PrimeBluePrimeBlue
      ·12-19
      This is a great buying opportunity. The potential of HBM is going to be a game changer for Micron with it being potentially capable of surpassing the entire DRAM revenue of today. The current consumer weakness is presenting a perfect opportunity to add on further position in MU as the consumer market is expected to recover in the second half of 2025, with Microsoft'S end of life support for Windows 10 and the uptick in demand for AIPC as we see more and more AI use case being made available to consumer.  Apart from the consumer market, NVIDIA B200 and GB200 platforms have designed in Micron's HBM product into the platforms. This is expected to ramp up even further with the expected increasing maturitt and shipment volume of Nvidia B200 and GB200   As such, Micron's current predic

      Micron's stock may see its worst day since 2020. Why the bulls are still upbeat.

      Analysts are largely upbeat on Micron's stock, pointing to an upbeat AI narrative while noting that pressures on consumer markets shouldn't be much shock to Wall Street. Micron Technology Inc. came up well short of the consensus view with its outlook for the current quarter, but that shouldn't have come as much surprise to Wall Street, according to to TD Cowen analyst Krish Sankar.Rather, the biggest shock to him is that Micron's stock is down so much after the company's forecast, which called for $1.43 in adjusted earnings per share at the midpoint. Admittedly, that was even under Sankar's below-consensus estimate of $1.65, but he spies a buying opportunity "given the well-understood weakness in near-term memory pricing" but upbeat tone on artificial intelligence.Micron shares are off 16.6% in morning trading Thursday and pacing toward their worst single-day percentage decline since a 19.8% drop seen on March 16, 2020, according to Dow Jones Market Data.Don't miss: Broadcom is having
      Micron's stock may see its worst day since 2020. Why the bulls are still upbeat.
      3263
      Report
    • PrimeBluePrimeBlue
      ·11-12
      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

      Two semiconductor stock takedowns in as many days. First Monolithic Power Systems and then Micron Technology shares have been knocked by separate reports from the same research outfit.Monolithic Power dropped 15% on Monday and was falling a further 2% in premarket trading on Tuesday after market-intelligence firm Edgewater Research suggested the company could lose part of its business with chip maker Nvidia, according to industry analysts.Monolithic and Nvidia didn't immediately respond to requests for comment on the report. However, analysts at Needham said they had spoken with Monolithic Power management, who confirmed they weren't aware of any technical issues that would prevent its components from shipping in Nvidia's Blackwell AI chips and that it hadn't received any cancellations from Nvidia.On Tuesday, it was Micron's turn, as the memory chip maker fell 3.2% in premarket trading, reportedly following a note from Edgewater Research."Edgewater is out with a CAUTIOUS DRAM [dynamic
      Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com
      1.25K1
      Report
    • PrimeBluePrimeBlue
      ·10-15
      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

      Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips.U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both Nvidia and rival chip maker Advanced Micro Devices.Nvidia shares were down 1.3% at $135.90 in premarket trading. The stock closed at a record high on Monday at $138.07.Deliberations are in early stages and remain fluid, according to the report.Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk.The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said.Nvidia and AMD didn't immediately respond to a req
      Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China
      189Comment
      Report
    • PrimeBluePrimeBlue
      ·08-05
      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

      Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.Among other chip makers, Advanced Micro Devices was down 2.8% and Broadcom was falling 5.6% in premarket trading. Server maker Super Micro Computer was dropping 6.5%.However, Nvidia's particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.As Barron's has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report."We believe Nvidia could be prioritizing CoWoS-L's tight capacity to B200, which has higher value for the GB200 superchip...this may
      Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others
      200Comment
      Report
    • PrimeBluePrimeBlue
      ·07-18
      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

      The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron L
      Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
      75Comment
      Report
    • PrimeBluePrimeBlue
      ·07-04
      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. 

      Nvidia Has More Than Doubled This Year. How To Know When To Sell

      This article is from the free weekly Barron's Tech email newsletter. Sign up here to get it delivered directly to your inbox.Ride On. Hi everyone. It's good to be back from my book leave. Let's tackle the question on everyone's mind while I was gone: What to do with Nvidia stock.It's been an incredible run. Nvidia is now the second-best performing stock in the S&P 500 -- up 148% this year, just behind Super Micro Computer, another name that readers of this newsletter know very well.In terms of when to sell a stock, I often draw on the investing wisdom of Jeff Vinik, a one-time hedge fund manager and former portfolio manager at Fidelity. Vinik has said in prior interviews that he sells stocks when fundamentals deteriorate, valuations get high, or he finds better ideas.Laffont noted that some $100 trillion, in today's dollars, has been invested in CPU infrastructure since the PC was invented. All of that will need to be replaced with GPU-focused equipment over time. There are trillions i
      Nvidia Has More Than Doubled This Year. How To Know When To Sell
      6292
      Report
    • PrimeBluePrimeBlue
      ·03-13
      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. 
      239Comment
      Report
    • PrimeBluePrimeBlue
      ·03-07
      Share your opinion about this news…

      Micron (MU): New Buy Recommendation for This Technology Giant

      Bernstein analyst Stacy Rasgon maintained a Buy rating on Micron (MU – Research Report) yesterday and set a price target of $85.00. The company’s s...
      Micron (MU): New Buy Recommendation for This Technology Giant
      397Comment
      Report
    • PrimeBluePrimeBlue
      ·02-22
      $766
      331Comment
      Report
    • PrimeBluePrimeBlue
      ·2023-08-04
      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?

      It's going to take more time than some investors expected for AMD to "catch up" to Nvidia.
      AMD's Outlook on AI Chips Was Just OK - Is the Stock Still a Buy?
      335Comment
      Report
       
       
       
       

      Most Discussed

       
       
       
       
       

      Company: TTMF Limited. Tech supported by Xiangshang Yixin.

      Email:uservice@ttm.financial