DRAM prices are going strong. -To The Moon - Tiger Brokers Online Investing Community - To The Moon

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PrimeBlue
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

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BlithePullan
·11-13
Prices look promising
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This is a good chance to get into MU.","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/370214655459672","repostId":2482774088,"repostType":2,"repost":{"id":"2482774088","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1731421440,"share":"https://www.laohu8.com/m/news/2482774088?lang=&edition=full","pubTime":"2024-11-12 22:24","market":"sg","language":"en","title":"Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2482774088","media":"Dow Jones","summary":"Two semiconductor stock takedowns in as many days. 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First <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n</p>\n<p>\n     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. \n</p>\n<p>\n     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. \n</p>\n<p>\n     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. \n</p>\n<p>\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2024 09:24 ET (14:24 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Monolithic Power Got Crushed by Edgewater Report. 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Now It's Micron's Turn. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2024-11-12 22:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  By Adam Clark \n</p>\n<p>\n  Two semiconductor stock takedowns in as many days. First <a href=\"https://laohu8.com/S/MPWR\">Monolithic Power Systems</a> and then Micron Technology shares have been knocked by separate reports from the same research outfit. \n</p>\n<p>\n     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. \n</p>\n<p>\n     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. \n</p>\n<p>\n     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. \n</p>\n<p>\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n</p>\n<p>\n     Write to Adam Clark at adam.clark@barrons.com \n</p>\n<p>\n     This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  November 12, 2024 09:24 ET (14:24 GMT)\n</p>\n<p>\n  Copyright (c) 2024 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BN0W2V16.EUR":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (EUR) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","L":"洛斯公司","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","3NVD.UK":"LS 3X NVIDIA","BK4529":"IDC概念","MU":"美光科技","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BN0W2T93.GBP":"GUINNESS SUSTAINABLE GLOBAL EQUITY \"C\" (GBP) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","2NVD.UK":"2X NVIDIA ETP","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4543":"AI","BK4579":"人工智能","BK4588":"碎股","NVDA":"英伟达","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4503":"景林资产持仓","BK4551":"寇图资本持仓","MPWR":"Monolithic Power Systems"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482774088","content_text":"By Adam Clark \n\n\n  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. \n\n\n     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. \n\n\n     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. \n\n\n     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. \n\n\n     \"Edgewater (after destroying MPWR yesterday) is out with a CAUTIOUS DRAM [dynamic random access memory] call today...expect selling pressure (and likely shorts pressing) Micron today,\" wrote Mizuho Securities analyst Jordan Klein in a research note. \n\n\n     Write to Adam Clark at adam.clark@barrons.com \n\n\n     This content was created by Barron's, which is operated by Dow Jones & Co. 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