• Success88Success88
      ·07-02
      $United Microelectronics(UMC)$$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$    UMC Holdings (NYSE: UMC), a leading global semiconductor foundry, recently announced a dividend payout for its American Depositary Receipts (ADRs). This news comes amidst UMC's continued focus on the mature node market, a segment showing promising growth potential. Upcoming ADR Dividend: Investors holding UMC ADRs before the ex-dividend date of July 2nd, 2024, will be eligible to receive a dividend of $0.463 USD per share on the payout date of July 31st, 2024. This dividend distribution reflects UMC's commi
      604Comment
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    • Chris LukChris Luk
      ·07-02

      Micron's Memory Malaise: A Spike Top Warns of Downturn

      #MU Micron's Memory Malaise: A Spike Top Warns of Downturn Micron Technology (MU $Micron Technology(MU)$ ) has been on a downward spiral, raising concerns about its future prospects. While a general market correction can't be discounted, several factors specific to Micron are contributing to its recent plunge. This article dives into the reasons behind MU's decline and analyzes the technical indicators suggesting a potentially extended bearish trend. Waning Demand and Excess Inventory: The memory chip market, Micron's bread and butter, is experiencing a period of softening demand. The initial pandemic-driven surge has subsided, leading to an oversupply of chips. This imbalance puts downward pressure on chip prices, impacting Micron's profitability.
      1.48K3
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      Micron's Memory Malaise: A Spike Top Warns of Downturn
    • YeluYelu
      ·06-28
      $Micron Technology(MU)$ Smart choice to bottom at $130!
      191Comment
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    • SamlunchSamlunch
      ·06-28
      $Micron Technology(MU)$  I started building a position in $MU today in the low $130s (so I’m a little biased) but the stock is simply too cheap especially when you compare it to $AMD. $AMD has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA. $MU has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITDA. $AMD better do $8-10B next year in MI-chip sales or the stock will get pounded because it’s wildly overvalued in that scenario. I know that $MU has always traded with a lower multiple because DRAM/SSD is a cyclical business with pricing troughs but HBM in the context of an AI-revolution means higher growth rat
      5542
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    • SuperiaSuperia
      ·06-27
      140Comment
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    • HENG8HENG8
      ·06-27
      $Micron Technology(MU)$ Should be above $130resistance 
      174Comment
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    • IykykIykyk
      ·06-27
      195Comment
      Report
    • TigerOptionsTigerOptions
      ·06-27

      Why I Am Still Bullish on MU

      $Micron Technology(MU)$ investors were hit with a surprise yesterday as the stock price tumbled after their Q3 earnings report. While the company delivered strong results, exceeding analyst expectations for both EPS and revenue, their forward guidance fell slightly short of some estimates. This caused a knee-jerk reaction in the market, but as someone who follows MU closely, I see this as a potential buying opportunity for long-term investors with a focus on the bigger picture. Let's not overshadow the positive aspects of the report. Micron emphatically crushed their Q3 earnings, boasting a significant year-over-year jump in both revenue (82%) and EPS (17%). Their cash flow from operations remained healthy, and their gross margin stayed positive. Th
      1.17K2
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      Why I Am Still Bullish on MU
    • Michael EstherMichael Esther
      ·06-27

      I would do the trade again, but with 2 contracts instead of 5

      This is Michael.I'll be taking a loss on these $Micron Technology(MU)$ calls I held through earnings tomorrow. I'm taking accountability for it and responsibility for it. And you should too.We made so much money on the ride up that it was okay to risk some calls into earnings. It was all based on the guidance but unfortunately it came it light and weak.Which is strange to me because every AI chip needs MEMORY and better ones too. MEMORY is required for AI to perform well.ImageThis is from there EARNINGS report:$Micron Technology(MU)$ is one of the few providers of high-bandwidth memory chips used in the most advanced AI systems, allowing it to cash in on surging demand for the semiconductors.The company's res
      746Comment
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      I would do the trade again, but with 2 contracts instead of 5
    • 冲冲高冲冲高
      ·06-27
      $Micron Technology(MU)$  should be stop at $140
      300Comment
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    • AI_DigAI_Dig
      ·06-27

      Earnings Digest | Why did Micron's stock plummet?

      $Micron Technology(MU)$ released its financial results for the third quarter of fiscal year 2024 after hours yesterday, corresponding to the performance up to May 30th this year, the stock price dropped by a whopping 7.98%.Two Reasons First, Micron expects fourth-quarter sales to be in the range of $7.4 billion to $7.8 billion, while the average analyst estimate is $7.58 billion, while some estimates are higher than $8 billion.The second is that while the AI computing boom has boosted Micron, demand in traditional markets such as personal computers and smartphones remains sluggish, and the outlook suggests those areas are not recovering as quickly as some had hoped from last year's historic declines.But is that really the case?Looking at the revenue
      1.77KComment
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      Earnings Digest | Why did Micron's stock plummet?
    • SamlunchSamlunch
      ·06-27
      $Micron Technology(MU)$  LOOK AT WHAT $MU MICRON JUST SAID ON EARNINGS: "Our HBM (High-bandwidth memory product) is sold out for 2025, with pricing already contracted for the overwhelming majority of our 2025 supply." Stock recovering a little but this feels like a dip that may end up getting bought...one of the fears about $MU is that memory storage has been commoditized, but they just said they sold out supply for the next year and contracted out pricing, meaning vendors ended up going with Micron over the competition...
      738Comment
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    • JacksNifflerJacksNiffler
      ·06-27

      MU Q3 Review, fantastic earnings but too much priced-in?

      $Micron Technology(MU)$ in the 26th U.S. stock market after-hours released Q3 financial results for fiscal year 2024, the overall results in line with market expectations, the storage industry face turnaround driven by its revenue and gross margin rebound, the next quarter of business is expected to improve, but there are also some problems and challenges.Investment HighlightsOverall performance: Revenue of $6.811 billion, up 81.5% year-on-year, slightly better than expected, and net income of $332 million, remaining profitable. Revenue rebound was mainly driven by growth in the DRAM and NAND businesses, while operating profit and margins rebounded on the back of improved gross margins.DRAM and NAND business rebound: the price end of the quarter wer
      779Comment
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      MU Q3 Review, fantastic earnings but too much priced-in?
    • IykykIykyk
      ·06-27
      $Micron Technology(MU)$ Oh no. Seems not able to make it 
      227Comment
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    • MarkNMarkN
      ·06-27
      $Micron Technology(MU)$ Earnings beat estimates, but after market price seems to be down, possibly due to profit taking after the amazing rise YTD. But Micron continues to be strong forward looking with a profitable 2025 expected due to HBM for AI, it should rebound and hit $150 in the next few weeks.
      8.03K3
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    • Vincent ChuaVincent Chua
      ·06-26
      $Micron Technology(MU)$ bullrun !Micron have very good relationship with nvidia. i did believe tat micron company still have many potential to improve so when nvidia run bull eventually $Micron Technology(MU)$ and$Taiwan Semiconductor Manufacturing(TSM)$  ll run bull together
      1.10KComment
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    • Mushroom88Mushroom88
      ·06-26
      $Micron Technology(MU)$ Will still continue rise & it will hit $150 & above. Let's watch it go higher high 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
      3.07KComment
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    • AzmmAzmm
      ·06-26
      $Micron Technology(MU)$ The momentum at the moment should push the stock higher! If outlook of markets stays normal!
      431Comment
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    • V1p3r32V1p3r32
      ·06-26
      $Micron Technology(MU)$ don't challenge, all semicons rising
      517Comment
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    • CAPTAINPIGCAPTAINPIG
      ·06-26
      $Micron Technology(MU)$ $160 is a given after ER. Only concern is whether it is gg to hit $180 by next mth.
      348Comment
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    • AI_DigAI_Dig
      ·06-27

      Earnings Digest | Why did Micron's stock plummet?

      $Micron Technology(MU)$ released its financial results for the third quarter of fiscal year 2024 after hours yesterday, corresponding to the performance up to May 30th this year, the stock price dropped by a whopping 7.98%.Two Reasons First, Micron expects fourth-quarter sales to be in the range of $7.4 billion to $7.8 billion, while the average analyst estimate is $7.58 billion, while some estimates are higher than $8 billion.The second is that while the AI computing boom has boosted Micron, demand in traditional markets such as personal computers and smartphones remains sluggish, and the outlook suggests those areas are not recovering as quickly as some had hoped from last year's historic declines.But is that really the case?Looking at the revenue
      1.77KComment
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      Earnings Digest | Why did Micron's stock plummet?
    • TigerOptionsTigerOptions
      ·06-27

      Why I Am Still Bullish on MU

      $Micron Technology(MU)$ investors were hit with a surprise yesterday as the stock price tumbled after their Q3 earnings report. While the company delivered strong results, exceeding analyst expectations for both EPS and revenue, their forward guidance fell slightly short of some estimates. This caused a knee-jerk reaction in the market, but as someone who follows MU closely, I see this as a potential buying opportunity for long-term investors with a focus on the bigger picture. Let's not overshadow the positive aspects of the report. Micron emphatically crushed their Q3 earnings, boasting a significant year-over-year jump in both revenue (82%) and EPS (17%). Their cash flow from operations remained healthy, and their gross margin stayed positive. Th
      1.17K2
      Report
      Why I Am Still Bullish on MU
    • Chris LukChris Luk
      ·07-02

      Micron's Memory Malaise: A Spike Top Warns of Downturn

      #MU Micron's Memory Malaise: A Spike Top Warns of Downturn Micron Technology (MU $Micron Technology(MU)$ ) has been on a downward spiral, raising concerns about its future prospects. While a general market correction can't be discounted, several factors specific to Micron are contributing to its recent plunge. This article dives into the reasons behind MU's decline and analyzes the technical indicators suggesting a potentially extended bearish trend. Waning Demand and Excess Inventory: The memory chip market, Micron's bread and butter, is experiencing a period of softening demand. The initial pandemic-driven surge has subsided, leading to an oversupply of chips. This imbalance puts downward pressure on chip prices, impacting Micron's profitability.
      1.48K3
      Report
      Micron's Memory Malaise: A Spike Top Warns of Downturn
    • JacksNifflerJacksNiffler
      ·06-27

      MU Q3 Review, fantastic earnings but too much priced-in?

      $Micron Technology(MU)$ in the 26th U.S. stock market after-hours released Q3 financial results for fiscal year 2024, the overall results in line with market expectations, the storage industry face turnaround driven by its revenue and gross margin rebound, the next quarter of business is expected to improve, but there are also some problems and challenges.Investment HighlightsOverall performance: Revenue of $6.811 billion, up 81.5% year-on-year, slightly better than expected, and net income of $332 million, remaining profitable. Revenue rebound was mainly driven by growth in the DRAM and NAND businesses, while operating profit and margins rebounded on the back of improved gross margins.DRAM and NAND business rebound: the price end of the quarter wer
      779Comment
      Report
      MU Q3 Review, fantastic earnings but too much priced-in?
    • Success88Success88
      ·06-25
      $Micron Technology(MU)$ $Apple(AAPL)$  $NVIDIA Corp(NVDA)$   Micron Technology, a leading memory chip manufacturer, is making waves in the tech industry. Here's a breakdown of their recent developments and a looming challenge: Micron's AI and Data Center Push Micron is placing a strategic bet on the ever-growing demand for Artificial Intelligence (AI) hardware and data centers. Their focus on providing high-performance memory solutions aligns perfectly with this trend. New Products: Recent releases include next-generation graphics memory for AI applications and memory solutions specifically des
      294Comment
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    • Hen SoloHen Solo
      ·06-20
      $Micron Technology(MU)$  🦇🦇🦇🦇🦇🦇Bats and Chips: Micron’s Eco-Friendly Tech Tale 🦇🦇🦇🦇🦇🦇🦇 In a w🌏 where technological advancement often takes precedence, Micron Technology Inc. has encountered a unique challenge that serves as a reminder of the delicate balance we must strike between progress and preservation. The company's plans to construct a multibillion-dollar chipmaking factory in New York have been halted due to the presence of endangered bats in the area. The Environmental Impact Micron’s delay is a testament to the growing importance of environmental sustainability in corporate decision-making. The endangered bat species, crucial to the local ecosystem, highlight the need for responsible industrial practices that minimize ecological disrup
      363Comment
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    • Success88Success88
      ·07-02
      $United Microelectronics(UMC)$$Intel(INTC)$ $Taiwan Semiconductor Manufacturing(TSM)$    UMC Holdings (NYSE: UMC), a leading global semiconductor foundry, recently announced a dividend payout for its American Depositary Receipts (ADRs). This news comes amidst UMC's continued focus on the mature node market, a segment showing promising growth potential. Upcoming ADR Dividend: Investors holding UMC ADRs before the ex-dividend date of July 2nd, 2024, will be eligible to receive a dividend of $0.463 USD per share on the payout date of July 31st, 2024. This dividend distribution reflects UMC's commi
      604Comment
      Report
    • Michael EstherMichael Esther
      ·06-27

      I would do the trade again, but with 2 contracts instead of 5

      This is Michael.I'll be taking a loss on these $Micron Technology(MU)$ calls I held through earnings tomorrow. I'm taking accountability for it and responsibility for it. And you should too.We made so much money on the ride up that it was okay to risk some calls into earnings. It was all based on the guidance but unfortunately it came it light and weak.Which is strange to me because every AI chip needs MEMORY and better ones too. MEMORY is required for AI to perform well.ImageThis is from there EARNINGS report:$Micron Technology(MU)$ is one of the few providers of high-bandwidth memory chips used in the most advanced AI systems, allowing it to cash in on surging demand for the semiconductors.The company's res
      746Comment
      Report
      I would do the trade again, but with 2 contracts instead of 5
    • SamlunchSamlunch
      ·06-26
      $Micron Technology(MU)$$NVIDIA Corp(NVDA)$   $MU Alright, we need to discuss Micron Technologies. It’s up 72% YTD. Last quarter, the surprised with a profit of $0.42 EPS when the street expected them to lose $0.26 a share. $793M in profits. They also beat revenues at $5.8B vs $5.3B. What does Micron do? They are a semiconductor stock that designs and manufactures advanced memory and storage solutions. This allows efficient data processing, storage, retrieval, etc. Basically, the more AI becomes a real thing, the more memory solutions we are going to need. That’s why they had a surprise profit last quarter — AI demand is catching up to them and their numbers are showing t
      477Comment
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    • koolgalkoolgal
      ·06-24
      🌟🌟🌟$Micron Technology(MU)$ is the 5thlargest chipmaker in the world, specialising in computer memory and storage.  Due to AI boom, Micron Technology's share price has surged to record high.  Even though  it closed down 3% last Friday, Micron has jumped 69% year todate.  In 2023, Micron's shares have skyrocketed 113%. Wall Street Analysts are bullish on Micron with a Buy rating, Target price of USD 150.58 according to Tipranks.   This is an upside potential of 8%. I am bullish on Micron too as its DRAM and NAND chips are critical for data centres, consumer devices, cars and industrial equipment. Micron is expected to report earnings on June 26 after the market close.  Wall Street Analysts expect Micron to post

      ⏰本週美光科技財報重磅嚟襲!你睇好咩?

      @財報話你知
      小虎們,本週老虎財報季繼續![Cool]其中這陣子暴漲的半導體新貴股 $美光科技(MU)$ 將重磅公佈財報!不知道小虎們期待嗎?[YoYo]週二美股盤前, $嘉年華郵輪(CCL)$ 將公佈財報!週二美股盤後, $聯邦快遞(FDX)$ 將公佈財報!週三美股盤前, $通用磨坊(GIS)$ 將公佈財報!週三美股盤後,半導體新貴 $美光科技(MU)$ 將重磅公佈財報![666]週四美股盤前, $沃爾格林聯合博姿(WBA)$ 將公佈財報!週四美股盤後, $耐克(NKE)$ 將公佈財報!小虎們,你期待週三美光科技財報嗎?你看好還是不看好呢?[Happy]
      ⏰本週美光科技財報重磅嚟襲!你睇好咩?
      5855
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    • SamlunchSamlunch
      ·06-28
      $Micron Technology(MU)$  I started building a position in $MU today in the low $130s (so I’m a little biased) but the stock is simply too cheap especially when you compare it to $AMD. $AMD has a $250B market cap and is expected to do $5.5B of EBITDA over the next 12 months so it’s trading at 45x NTM EV/EBITDA. $MU has a $150B market cap and is expected to do $20B of EBITDA over the next 12 months so it’s trading at 7.5x NTM EV/EBITDA. $AMD better do $8-10B next year in MI-chip sales or the stock will get pounded because it’s wildly overvalued in that scenario. I know that $MU has always traded with a lower multiple because DRAM/SSD is a cyclical business with pricing troughs but HBM in the context of an AI-revolution means higher growth rat
      5542
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    • ShyonShyon
      ·06-25
      Among the stocks listed, Micron is my top picks. Due to the booming of semiconductor especially AI sector, $Micron Technology(MU)$ is clearly one of the top beneficiary. Similar to Samsung and SK Hynix, Micron high bandwidth memory (HBM) is out of stock for 2025. The incoming quarter earnings and forecasts will be another blast I believe! You may put such strong fundamental stock in your watchlist and consider to open a position especially during the AI theme pullback and correction period. Which is your favourite stock? Come and share with us. @TigerStars @Tiger_comments @Millionaire

      🎁Weekly Higher EPS Estimates: MU, NKE, FDX, PAYX, CCL & More

      @Tiger_Earnings
      😀Hi Tigers,We invite you to take a closer look at the possible winners by EPS in the Q1 earnings season.In this post, we have highlighted the top 10 stocks by market capitalization with an estimated higher EPS ahead of their earnings in the period from June 24 to June 28.1.Why EPS Matters?Earnings per share(EPS), refers to the income per share brought to investors/shareholders in the open market.EPS is calculated as a company's profit divided by the outstanding shares of its common stock. The resulting number serves as an indicator of a company's profitability.Investors like companies with high profitability, and the market always rewards those earnings results that beat the estimates. Hope the following content helps you learn more about good companies.2.Weekly List of Stocks with Estimat
      🎁Weekly Higher EPS Estimates: MU, NKE, FDX, PAYX, CCL & More
      6031
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    • SamlunchSamlunch
      ·06-24
      $Micron Technology(MU)$  Micron growth likely to go hand in hand with Nvidia's as news has come out that GPUs are DRAM hungry as well.  Be it Hopper or Blackwell or Rubin from Nvidia, or Google's TPUs, or Apple's M series chips, or Tesla's Dojo - they will all need DRAM.  Bear in mind memory is very cyclical, capacity tends to get built out in excess, and the glut in supply leads to drop in prices so revenue growth slows.  I think we are still in the ramp up phase so we should see Micron perform well for 2-3 quarters.
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    • SamlunchSamlunch
      ·06-27
      $Micron Technology(MU)$  LOOK AT WHAT $MU MICRON JUST SAID ON EARNINGS: "Our HBM (High-bandwidth memory product) is sold out for 2025, with pricing already contracted for the overwhelming majority of our 2025 supply." Stock recovering a little but this feels like a dip that may end up getting bought...one of the fears about $MU is that memory storage has been commoditized, but they just said they sold out supply for the next year and contracted out pricing, meaning vendors ended up going with Micron over the competition...
      738Comment
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    • MarkNMarkN
      ·06-27
      $Micron Technology(MU)$ Earnings beat estimates, but after market price seems to be down, possibly due to profit taking after the amazing rise YTD. But Micron continues to be strong forward looking with a profitable 2025 expected due to HBM for AI, it should rebound and hit $150 in the next few weeks.
      8.03K3
      Report
    • Vincent ChuaVincent Chua
      ·06-26
      $Micron Technology(MU)$ bullrun !Micron have very good relationship with nvidia. i did believe tat micron company still have many potential to improve so when nvidia run bull eventually $Micron Technology(MU)$ and$Taiwan Semiconductor Manufacturing(TSM)$  ll run bull together
      1.10KComment
      Report
    • SamlunchSamlunch
      ·06-21
      $NVIDIA Corp(NVDA)$  $Micron Technology(MU)$ $Applied Materials(AMAT)$  All three major DRAM makers—Samsung, Micron $MU, and SK Hynix—are ramping up HBM (high bandwidth memory) production due to strong AI demand. This surge has led Applied Materials to boost production, with orders filling factories at their Taiwan partner, Foxsemicon, through Q2 2025. High Performance Computing (HPC) chip manufacturers, like NVIDIA, are driving this demand, booking advanced process capacity at TSMC. Foxsemicon's revenue is up, reflecting this strong order momentum, and growth is expected to continue into next year.
      519Comment
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    • Bonjour18Bonjour18
      ·06-19
      $MU 20240621 155.0 CALL$  Expensive lesson learned - always stick to your trading plan especially day trade, and never let greed take over your mind.[Sad]   Would have been a winning trade of 20%++ within an hour,[Surprised]   but greed took over me. Needless to say, it is now a losing trade.  I'm going to stick my plan, and this time if SL is triggered, I just have to obey it.
      881Comment
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    • jessica_twtjessica_twt
      ·06-24
      I believe Micron will bring us positive news. As the nvidia meeting will be held on Wednesday.Gonna buy a little bit $Micron Technology(MU)$ as the company retreated a lot last Friday.My target price is higher than $160.
      609Comment
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    • Mushroom88Mushroom88
      ·06-26
      $Micron Technology(MU)$ Will still continue rise & it will hit $150 & above. Let's watch it go higher high 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
      3.07KComment
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