Thanks a lot. I think another reason it went also down was due to the fact that the price was already a bit high before earnings and especially expectations were sky high since it is another AI stock and lately the market requieres a clear beat or else no reward...And their guidance was 'just' in line with consensus. But yes, definitely a buy at these prices and prospects
Time for RAM to be on the forefront! It’s been sitting behind the scene for too long. Your PC, server, data center, cell phone, will not work without RAM.
I like MU ☺a related stock on hardware for data centers is POET (POET Technologies Inc) stock which makes optical transceivers (new plugs) that move more data at faster speeds than current methods.
Invaluable these insights - thanks! Think it is a very good move bearing in mind they can do it at discounted rate now with the gov grants, and they basically invest in physical infrastructure/technology. They did report that their demand for PC and smartphone products is down but then again this market comes in demand cycles and while some analysts are not that positive I have 8% of my portfolio in it and wouldn't be surprised if it hits 160 in 2025.
Lol 😅 it went down because of the Calls OI for July 19th Those numbers are still up but maybe MMs were savvy enough to buy shares on the trough these few days. So if you're long, definitely stay invested.
finally a solid investor explaining exactly why MU was down. ! Welcome back Parkev
I Agree He Get Straight To The Point
Great content Parkev! I’ve had Micron and Service Now on my watchlist as long term investments. Which one would you lean towards? Thank you
Price target?
Thanks a lot. I think another reason it went also down was due to the fact that the price was already a bit high before earnings and especially expectations were sky high since it is another AI stock and lately the market requieres a clear beat or else no reward...And their guidance was 'just' in line with consensus. But yes, definitely a buy at these prices and prospects
welcome back professor 🙌🏻🙏🏼
Thanks! 😃
Hi Professor! Thank you for another great analysis. 🙏
Time for RAM to be on the forefront! It’s been sitting behind the scene for too long. Your PC, server, data center, cell phone, will not work without RAM.
Thank you so much. Parkev you are so knowledgeable. May i ask what websites do you get your knowledge information from?
I like MU ☺a related stock on hardware for data centers is POET (POET Technologies Inc) stock which makes optical transceivers (new plugs) that move more data at faster speeds than current methods.
Invaluable these insights - thanks!
Think it is a very good move bearing in mind they can do it at discounted rate now with the gov grants, and they basically invest in physical infrastructure/technology. They did report that their demand for PC and smartphone products is down but then again this market comes in demand cycles and while some analysts are not that positive I have 8% of my portfolio in it and wouldn't be surprised if it hits 160 in 2025.
Thanks Parkev. I think many of us were thinking the quarter would be higher than 6.7. Wall Street expects more from AI players.
Thank you Sir 🎉🎉
Most welcome
good stuff very detailed thanks
Glad it was helpful!
Lol 😅 it went down because of the Calls OI for July 19th
Those numbers are still up but maybe MMs were savvy enough to buy shares on the trough these few days.
So if you're long, definitely stay invested.
Thank you,
You are welcome!
Very good work like all the time. Can you have your attention to FTAI stock please.
Thank you!
Good afternoon professor any chance you can compare TSM vs MU? They seem to be on the same track with capital expenditure.
Can you analyze roku, please?
Great job!!! Always keeping it real and logical’ 🎉🫡