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08-04 18:18

$Micron Technology(MU)$ US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are

08-04 16:20

CMBC Capital (01141) Shows Stable Stock Prices

$CMBC CAPITAL(01141)$ CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

CMBC Capital (01141) Shows Stable Stock Prices

08-04 08:53

$Strategy(MSTR)$ Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR

@daz999999999:Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

08-04 08:09

$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

@daz999999999:$Micron Technology(MU)$ Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA

08-04 08:08

$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

08-04 08:06

$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

07-28

$Micron Technology(MU)$ Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK

@daz999999999:$Micron Technology(MU)$ If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m

07-21

$IREN Ltd(IREN)$ Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated

07-21

$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets: Leading

@daz999999999:$IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up

07-21

SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps

$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high

SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps

08-04 23:30

$CMBC CAPITAL(01141)$

@JC888 Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise

08-04 18:42

$Strategy(MSTR)$ Key Risks: Bitcoin Price Dependency: MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). "Coin Selling" Logic & Dilution: The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.

@daz999999999:Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

08-04 18:39

//@daz999999999:$Strategy(MSTR)$ Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million

@daz999999999:Strategy (MSTR) Benefits From BTC Uptick And Favourable Market

08-04 18:21

$Micron Technology(MU)$ Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are fears brewing over memory overcapacity.

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

08-04 16:21

$CMBC CAPITAL(01141)$ CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell

08-04 08:05

$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol

@daz999999999:$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.

08-04 08:04

$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument kee

08-03 22:54

$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.

08-03 22:53

$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

08-03 22:52

$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

08-03 18:40

$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra

08-03 18:38

$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

08-03 18:37

$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

08-03 16:59

$Micron Technology(MU)$ Wall Street remains highly bullish on Micron Technology (MU), with a consensus 12-month average price target of $1,569.29, representing an approximate 91% upside from its current price of $818.50. The stock has experienced significant volatility, undergoing a steep 30%+ correction from its June all-time high of $1,255.00. This pullback has been driven by broader semiconductor profit-taking, concern over AI valuation bubbles, and reports that high-profile investors like Michael Burry have increased short positions near the $880 level.

@daz999999999:Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time

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PICK posts (or 10 IDEA posts) and, within the past 30 days, posted at least 1 PICK post (or 4 IDEA posts) and 1 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href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are","text":"$Micron Technology(MU)$ US$857.46 - Pre-market surge ! Micron shares are surging in pre-market trading, up over 3% and rebounding sharply from a brutal July in which the stock was down 28%++. Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are","images":[{"img":"https://community-static.tradeup.com/news/e16458d069b2218b6b70c0b0789c9b6e","width":"882","height":"1280"},{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593150868149040","isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593173313873064,"gmtCreate":1785831649434,"gmtModify":1785831655314,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"CMBC Capital (01141) Shows Stable Stock Prices","htmlText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","listText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","text":"$CMBC CAPITAL(01141)$ CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","images":[{"img":"https://community-static.tradeup.com/news/8fa34fe296abf15d64d76287808a8a17","width":"1280","height":"1280"}],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593173313873064","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":593020272157568,"gmtCreate":1785804820624,"gmtModify":1785808321062,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR","text":"$Strategy(MSTR)$ Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million remaining under its preferred stock repurchase program and $1 billion available under its MSTR","images":[{"img":"https://community-static.tradeup.com/news/c56165b8825d5da440a2cb9682508b72"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593020272157568","repostId":"588062962959312","repostType":1,"repost":{"id":588062962959312,"gmtCreate":1784600165251,"gmtModify":1784641855464,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Strategy (MSTR) Benefits From BTC Uptick And Favourable Market","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","text":"$Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","images":[{"img":"https://community-static.tradeup.com/news/0486ede8cc7a8ef310e96e9533763695","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/03772f82dac8747f101c3fc3582b469e","width":"1536","height":"2048"},{"img":"https://community-static.tradeup.com/news/cfbb40141c7c17f98d06434d4be2f15d","width":"900","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588062962959312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593009134039408,"gmtCreate":1785802196733,"gmtModify":1785802202492,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593009134039408","repostId":"592307722425128","repostType":1,"repost":{"id":592307722425128,"gmtCreate":1785632719104,"gmtModify":1785632728095,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA","text":"$Micron Technology(MU)$ Wall Street analyst consensus for Micron Technology puts the average 12-month price target at roughly $1,500 to $1,570, with high forecasts reaching $2,200 and lower estimates around $1,100. Analyst Price Targets and Consensus Average Target: ~$1,507 – $1,569 High Forecast: $2,200 Low Forecast: $1,100 Sentiment: Roughly 89% to 96% of tracking analysts rate the stock a Buy or Strong Buy. Growth Drivers and Bullish Factors AI Infrastructure Demand: Massive secular demand for High Bandwidth Memory (HBM) and DRAM chips powering artificial intelligence. Explosive Earnings: Surging revenue and multi-fold increases in net income driven by industry-wide memory shortages. Micron Technology (NASDA","images":[{"img":"https://community-static.tradeup.com/news/038a9549bf746314f7fd6ae219980546","width":"1179","height":"630"},{"img":"https://community-static.tradeup.com/news/6a34688af9ab5a23dda8b3e7821d0512","width":"1600","height":"1204"},{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592307722425128","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593009080657176,"gmtCreate":1785802097383,"gmtModify":1785802104406,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","images":[{"img":"https://community-static.tradeup.com/news/ca21fdb1206b6d9a15ac01490d4448fb","width":"786","height":"5127"},{"img":"https://community-static.tradeup.com/news/98217e4c6144d47717b98d8986ea2e1b","width":"1600","height":"745"},{"img":"https://community-static.tradeup.com/news/dd69a4903265e5b7c0b2566f96b2925e","width":"4284","height":"5712"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593009080657176","isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593008267104392,"gmtCreate":1785801982744,"gmtModify":1785801988074,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","images":[{"img":"https://community-static.tradeup.com/news/cb945a3739f1e3e2850ff9b1eba9b4b0"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593008267104392","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":258,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":590740354958080,"gmtCreate":1785220388704,"gmtModify":1785223893330,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK","text":"$Micron Technology(MU)$ Despite a blockbuster debut for China’s ChangXin Memory Technologies, which saw its stock pop 466% in Shanghai on its first trading day, U.S.-listed memory stocks are taking a sharp turn lower. Shares of Micron (MU) closed 2.3% lower on Monday, after falling as much as 7% intraday, while those of Sandisk tumbled 11%. SK Hynix’s American depositary receipts slid 7.5%. CXMT became China’s most valuable publicly listed company after the strong reception to its initial public offering, according to LSEG data, which showed a market capitalization of about $484 billion. The Hefei-based company makes dynamic random-access memory chips and is the fourth-largest producer of those chips behind SK","images":[{"img":"https://community-static.tradeup.com/news/11752e767fe084521059885f29cffcb6"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/590740354958080","repostId":"585697454691328","repostType":1,"repost":{"id":585697454691328,"gmtCreate":1784022649601,"gmtModify":1784022725990,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m","text":"$Micron Technology(MU)$ If we look at Micron's valuation purely from a 12M-forward perspective, this puts the EPS at $114/share by 1st July 2027, and against today's price, we are talking about a forward P/E of 9.12x. FactSet is expecting EPS growth as follows: FY26 Expected EPS: $73.12E, 782% YoY growth. FY27 Expected EPS: $154.66E, 112% YoY growth. FY28 Expected EPS: $166.34E, 8% YoY growth. This is a meaningful increase from the EPS expected when I wrote my last article in May, driven by stronger Q3 earnings and the more optimistic guidance for Q4. Previously the analysts were also anticipating an EPS decline in FY28, pointing to the end of the cycle, but I already explained earlier why this is unlikely to m","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/6a34688af9ab5a23dda8b3e7821d0512","width":"1600","height":"1204"},{"img":"https://community-static.tradeup.com/news/ec2e79b8cb3f7bf1f3395478a7a621d6","width":"1179","height":"635"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/585697454691328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588199326540216,"gmtCreate":1784630532204,"gmtModify":1784630537484,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated","listText":"<a href=\"https://ttm.financial/S/IREN\">$IREN Ltd(IREN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated","text":"$IREN Ltd(IREN)$ Citizens reiterated a Market Outperform rating and $80.00 price target on IREN Ltd. (NASDAQ:IREN) following the company’s increased revenue guidance. The target represents nearly 99% upside from the current stock price of $40.20, reflecting strong analyst confidence. The company has delivered a remarkable 122% return over the past year, though shares remain 48% below their 52-week high of $76.87. IREN raised its calendar year 2026 year-end AI Cloud annual recurring revenue target to more than $4.0 billion from $3.7 billion previously. The increase follows the signing of new multi-year cloud services agreements representing $2.8 billion of total contract value. Approximately 85% of the updated","images":[{"img":"https://community-static.tradeup.com/news/5a4fa3f1d825df035027e3bd165cc5e6","width":"1069","height":"745"},{"img":"https://community-static.tradeup.com/news/8f93b5348d21a12b5d75f0535ce0d536","width":"1185","height":"749"},{"img":"https://community-static.tradeup.com/news/6ff0d0edaae6966e53875d06af9560a4","width":"800","height":"800"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588199326540216","isVote":1,"tweetType":1,"viewCount":1050,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":588064463434240,"gmtCreate":1784600607942,"gmtModify":1784600614309,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp; Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp; SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets:&nbsp; Leading","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$</a> SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp; Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp; SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets:&nbsp; Leading","text":"$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection. Recent coverage and targets highlight: Bullish Targets: Leading","images":[{"img":"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b"}],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588064463434240","repostId":"587545022992808","repostType":1,"repost":{"id":587545022992808,"gmtCreate":1784473812275,"gmtModify":1784474833064,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","listText":"<a href=\"https://ttm.financial/S/IBM\">$IBM(IBM)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","text":"$IBM(IBM)$ The Case for IBM versus SNDK (SanDisk) International Business Machines Corporation will report second-quarter 2026 results on July 22, 2026 Post-Mkt; the market now weighs a consensus revenue view near 17.86 billion US dollars against management’s preliminary update of 17.20 billion US dollars and looks for clarity on large-deal timing, margin resilience, and AI monetization. Market Forecast Consensus for the current quarter points to revenue of 17.86 billion US dollars, adjusted EPS of 3.02, and EBIT of 3.74 billion US dollars, implying year-over-year increases of 7.70%, 14.34%, and 19.17%, respectively. By contrast, the company’s preliminary update calls for revenue of 17.20 billion US dollars (up","images":[{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/88867684787c681668913d274b0c314a","width":"1152","height":"2048"},{"img":"https://community-static.tradeup.com/news/abd9202ef2de9379628d2a1010988592","width":"640","height":"340"}],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/587545022992808","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":588064334205432,"gmtCreate":1784600496365,"gmtModify":1784641848675,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"SanDisk (SNDK) Is A Buy : Get This Stock Before It Jumps","htmlText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp; Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp; SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high","listText":"<a href=\"https://ttm.financial/S/SNDK\">$SanDisk Corp.(SNDK)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14.&nbsp; Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages.&nbsp; SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high","text":"$SanDisk Corp.(SNDK)$ SanDisk Corporation (NASDAQ: SNDK) has a consensus Buy rating, with Wall Street analysts projecting an average 12-month price target of $2,144.14. Forecasts range widely from a low of $1,000 to a high of $3,250, with recent structural shifts toward high-margin, long-term AI infrastructure contracts driving massive bullish revisions. The storage and memory sector has experienced significant momentum, propelled by soaring demand for artificial intelligence data center hardware and storage shortages. SanDisk’s business model is transitioning from a cyclical commodity toward structural, contract-backed revenue, providing strong downside protection.Recent coverage and targets high","images":[{"img":"https://community-static.tradeup.com/news/50fc4b08fcd74d8dc8ef349238af637b","width":"899","height":"520"},{"img":"https://community-static.tradeup.com/news/4439e7db037fd74bf26a366b1511e12b","width":"960","height":"1280"},{"img":"https://community-static.tradeup.com/news/26e2463518c0e352fbde173938560f85","width":"1179","height":"561"}],"top":2,"highlighted":1,"essential":1,"paper":2,"likeSize":115,"commentSize":0,"repostSize":7,"link":"https://ttm.financial/post/588064334205432","isVote":1,"tweetType":1,"viewCount":1188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593227936195872,"gmtCreate":1785857446980,"gmtModify":1785857450106,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> &nbsp;Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","listText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; <a href=\"https://ttm.financial/U/3570103090255456\">@JC888</a> &nbsp;Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","text":"$CMBC CAPITAL(01141)$ @JC888 Hey bro I got scammed with a group who claimed to be Experts at HK Stock Market. I need your help bro to give your opinion on how low can this Stock go and how do I DCA the stock and when do you feel the Stock will rebound based on your expertise","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/593227936195872","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Hi, will be brief as there's limit to reply. CMBC is a HK-listed fin-svcs and investmt-banking company, not a bank. Incorporated in Bermuda & subsidiary of CMBC International, linked to China Minsheng Banking Corporation. 5 yrs stock movement very volatile. Googled what I found \"a high-risk, cyclical stock where performance can be strongly affected by HK capital-market activity, investment gains/losses, credit conditions & market sentiment. Do not DCA.","text":"Hi, will be brief as there's limit to reply. CMBC is a HK-listed fin-svcs and investmt-banking company, not a bank. Incorporated in Bermuda & subsidiary of CMBC International, linked to China Minsheng Banking Corporation. 5 yrs stock movement very volatile. Googled what I found \"a high-risk, cyclical stock where performance can be strongly affected by HK capital-market activity, investment gains/losses, credit conditions & market sentiment. Do not DCA.","html":"Hi, will be brief as there's limit to reply. CMBC is a HK-listed fin-svcs and investmt-banking company, not a bank. Incorporated in Bermuda & subsidiary of CMBC International, linked to China Minsheng Banking Corporation. 5 yrs stock movement very volatile. Googled what I found \"a high-risk, cyclical stock where performance can be strongly affected by HK capital-market activity, investment gains/losses, credit conditions & market sentiment. Do not DCA."},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies.","text":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies.","html":"Have you looked into the company's financial statements for at least past 4 quarters to see where their revenues come from ? What does this company has to offer ? If services only, what is the customer base size ? More importantly, take it mentally (for now) that money invested is not coming back. Then decide if you want to hold on and see (& hope) that it will swing up to mitigate extent of losses. I don't follow HK market, unable to comment on market sentimentality and its trajectory. Apologies."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593156722127384,"gmtCreate":1785840147743,"gmtModify":1785845714771,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Risks: Bitcoin Price Dependency:&nbsp; MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). \"Coin Selling\" Logic &amp; Dilution:&nbsp; The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Risks: Bitcoin Price Dependency:&nbsp; MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). \"Coin Selling\" Logic &amp; Dilution:&nbsp; The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.","text":"$Strategy(MSTR)$ Key Risks: Bitcoin Price Dependency: MSTR's valuation is almost entirely tied to Bitcoin's price. If BTC fails to sustain its recovery or drops further, MSTR is likely to follow, especially given its high leverage (funded via debt and equity). \"Coin Selling\" Logic & Dilution: The company's strategy of selling BTC to manage operations or raise capital creates uncertainty. The stock's 75% decline over the past year reflects market skepticism about this model, and continued dilution through share offerings could further pressure the stock.","images":[{"img":"https://community-static.tradeup.com/news/98217e4c6144d47717b98d8986ea2e1b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593156722127384","repostId":"588062962959312","repostType":1,"repost":{"id":588062962959312,"gmtCreate":1784600165251,"gmtModify":1784641855464,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Strategy (MSTR) Benefits From BTC Uptick And Favourable Market","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","text":"$Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","images":[{"img":"https://community-static.tradeup.com/news/0486ede8cc7a8ef310e96e9533763695","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/03772f82dac8747f101c3fc3582b469e","width":"1536","height":"2048"},{"img":"https://community-static.tradeup.com/news/cfbb40141c7c17f98d06434d4be2f15d","width":"900","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588062962959312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593156049453592,"gmtCreate":1785839983516,"gmtModify":1785845692580,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"//<a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp; Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds.&nbsp; The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion.&nbsp; The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt.&nbsp; The company noted that it had approximately $893.8 million","listText":"//<a href=\"https://ttm.financial/U/4088639346266630\">@daz999999999</a>:<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;&nbsp; Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds.&nbsp; The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion.&nbsp; The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt.&nbsp; The company noted that it had approximately $893.8 million","text":"//@daz999999999:$Strategy(MSTR)$ Strategy boosts USD reserve to $4 billion through Bitcoin, MSTR sales Strategy also sold approximately 3.01 million MSTR shares, generating $290.6 million in net proceeds. The company allocated $250 million in net proceeds to its USD reserves. It also used $28.9 million of the proceeds to fund STRC repurchases and added $11.7 million to its cash balance. Strategy's USD Reserve stood at approximately $4 billion. The reserve is designed to support dividend payments on preferred stock and interest obligations on the company's outstanding debt. The company noted that it had approximately $893.8 million","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593156049453592","repostId":"588062962959312","repostType":1,"repost":{"id":588062962959312,"gmtCreate":1784600165251,"gmtModify":1784641855464,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Strategy (MSTR) Benefits From BTC Uptick And Favourable Market","htmlText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","listText":"<a href=\"https://ttm.financial/S/MSTR\">$Strategy(MSTR)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","text":"$Strategy(MSTR)$ MSTR (Strategy) surged +5.07% to $99.66 today after a sharp sell-off, driven by a rebound in Bitcoin prices and a capital inflow. Key Details: Price Action: After closing at $94.85 yesterday, MSTR opened at $95.62, hit a high of $100.01, and is now trading at $99.66, with an amplitude of 5.43%. Volume is 7.46M, with a volume ratio of 1.05 (slightly above average). Capital Flow: Today saw a net capital inflow of ~$7M ($264M inflow vs. $257M outflow), with large inflows of $28.81M [citation:Capital Flow Data(1 Day)]. This contrasts with a net outflow of -$461.78K on July 16 [citation:Capital Flow Data(5 Day)]. Catalyst: The rebound is linked to a recovery in Bitcoin and Ethereum prices, which b","images":[{"img":"https://community-static.tradeup.com/news/0486ede8cc7a8ef310e96e9533763695","width":"1024","height":"1024"},{"img":"https://community-static.tradeup.com/news/03772f82dac8747f101c3fc3582b469e","width":"1536","height":"2048"},{"img":"https://community-static.tradeup.com/news/cfbb40141c7c17f98d06434d4be2f15d","width":"900","height":"1600"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/588062962959312","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593151855879416,"gmtCreate":1785838871932,"gmtModify":1785838995746,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies.&nbsp; He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are fears brewing over memory overcapacity.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies.&nbsp; He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are fears brewing over memory overcapacity.","text":"$Micron Technology(MU)$ Morningstar senior equity analyst William Kerwin pointed out that shares of Micron were down roughly 30% since their peak in late June, which he told MarketWatch is relatively consistent with other hardware and artificial-intelligence-exposed companies. He said that AI concerns more broadly — such as hyperscaler spending — could also be driving the recent pressure on Micron shares. “The market is pricing in more uncertainty today that the rate of AI spending continues for several years,” Kerwin said, noting that there are fears brewing over memory overcapacity.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593151855879416","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593174000300544,"gmtCreate":1785831696255,"gmtModify":1785831704196,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","listText":"<a href=\"https://ttm.financial/S/01141\">$CMBC CAPITAL(01141)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","text":"$CMBC CAPITAL(01141)$ CMBC Capital Holdings Limited (CMBC Capital) filed its Monthly Return for Equity Issuer for the period ended 31 July 2026, showing a stable capital structure alongside ongoing buy-back activity. • Authorised Share Capital: Remained unchanged at 2.50 billion ordinary shares with a par value of HKD 0.40, equivalent to HKD 1.00 billion. • Issued Shares: The outstanding share count was steady at 1,096.97 million ordinary shares as of 31 July 2026, identical to the preceding month. No treasury shares were recorded. • Share Repurchases: Between 27 July and 31 July 2026, the company repurchased 2.53 million ordinary shares for cancellation. As at month-end these shares had not yet been cancell","images":[{"img":"https://community-static.tradeup.com/news/98217e4c6144d47717b98d8986ea2e1b","width":"1600","height":"745"},{"img":"https://community-static.tradeup.com/news/cb945a3739f1e3e2850ff9b1eba9b4b0","width":"1179","height":"1798"},{"img":"https://community-static.tradeup.com/news/dd69a4903265e5b7c0b2566f96b2925e","width":"4284","height":"5712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593174000300544","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":593008098931136,"gmtCreate":1785801939149,"gmtModify":1785801943270,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps hol","images":[{"img":"https://community-static.tradeup.com/news/fbafacd4b86fe9710ae59198c8996b63"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593008098931136","repostId":"592872911684552","repostType":1,"repost":{"id":592872911684552,"gmtCreate":1785768846096,"gmtModify":1785768977503,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","text":"$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/038a9549bf746314f7fd6ae219980546","width":"1179","height":"630"},{"img":"https://community-static.tradeup.com/news/67006826fa87615f404638dd555e8c1a","width":"1280","height":"796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592872911684552","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593007803777344,"gmtCreate":1785801871413,"gmtModify":1785801879103,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued.&nbsp; The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument kee","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued.&nbsp; The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument kee","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument kee","images":[{"img":"https://community-static.tradeup.com/news/2c245cb5ba79c28e8e724f10cfdcffa6","width":"1969","height":"1179"},{"img":"https://community-static.tradeup.com/news/ec2e79b8cb3f7bf1f3395478a7a621d6","width":"1179","height":"635"},{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593007803777344","isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":592872911684552,"gmtCreate":1785768846096,"gmtModify":1785768977503,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","text":"$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing. A Sharpe Ratio is expected in the next coming weeks, Micron Technology (MU) will go on a huge rally for 6 - 8 weeks.","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/038a9549bf746314f7fd6ae219980546","width":"1179","height":"630"},{"img":"https://community-static.tradeup.com/news/67006826fa87615f404638dd555e8c1a","width":"1280","height":"796"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/592872911684552","isVote":1,"tweetType":1,"viewCount":376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps holding up, even after a genuinely volatile week for the shares. Samsung and SK Hynix are not going anywhere, and Micron’s own history of boom and bust margin swings stays real too, so none of this is a guarantee. Some traders even question whether the Micron stock undervalued case resets every time shares jump 15 or 20 percent in a single week. Still, traders tend to read Micron stock slides like Friday’s as more of a pause than an actual reversal, and the underlying Micron AI demand story looks fully intact for now. Sharp drops keep happening, memory demand keeps climbing anyway, and that tension will probably define this stock for a while yet.","text":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps holding up, even after a genuinely volatile week for the shares. Samsung and SK Hynix are not going anywhere, and Micron’s own history of boom and bust margin swings stays real too, so none of this is a guarantee. Some traders even question whether the Micron stock undervalued case resets every time shares jump 15 or 20 percent in a single week. Still, traders tend to read Micron stock slides like Friday’s as more of a pause than an actual reversal, and the underlying Micron AI demand story looks fully intact for now. Sharp drops keep happening, memory demand keeps climbing anyway, and that tension will probably define this stock for a while yet.","html":"$Micron Technology(MU)$ Is Micron Stock Undervalued Right Now Micron trades at under six times forward earnings right now, and its heavily locked-in revenue explains a lot of the case for the stock staying undervalued. The company has secured over $100 billion in long term supply contracts, plus roughly $22 billion in customer prepayments, and a lot of that revenue does not move around with short term memory pricing the way it used to. Sumit Sadana, Micron Chief Business Officer, said: “These strategic customer agreements cannot be canceled. There is no provision in this agreement to allow a customer to walk away.” That kind of structure explains a big part of why the Micron stock undervalued argument keeps holding up, even after a genuinely volatile week for the shares. Samsung and SK Hynix are not going anywhere, and Micron’s own history of boom and bust margin swings stays real too, so none of this is a guarantee. Some traders even question whether the Micron stock undervalued case resets every time shares jump 15 or 20 percent in a single week. Still, traders tend to read Micron stock slides like Friday’s as more of a pause than an actual reversal, and the underlying Micron AI demand story looks fully intact for now. Sharp drops keep happening, memory demand keeps climbing anyway, and that tension will probably define this stock for a while yet."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":592872432427608,"gmtCreate":1785768819301,"gmtModify":1785768822184,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","text":"$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","images":[{"img":"https://community-static.tradeup.com/news/c56165b8825d5da440a2cb9682508b72"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592872432427608","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592872599786000,"gmtCreate":1785768757990,"gmtModify":1785768761918,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why.&nbsp; That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","text":"$Micron Technology(MU)$ Micron Stock Forecast And AI Demand Outlook Amazon raised its 2026 capital expenditure guidance to $220 billion, up from $200 billion, and pointed straight at higher memory chip costs as the reason why. That is basically the Micron AI demand story in one sentence, and it explains a big reason the stock forecast still points higher even after this week’s pullback. Micron’s own leadership has said as much too, more than once, at the time of writing.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592872599786000","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592810540897488,"gmtCreate":1785753624647,"gmtModify":1785753627935,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","text":"$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","images":[{"img":"https://community-static.tradeup.com/news/dd69a4903265e5b7c0b2566f96b2925e","width":"4284","height":"5712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592810540897488","isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592809835827992,"gmtCreate":1785753537406,"gmtModify":1785753541173,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","text":"$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","images":[{"img":"https://community-static.tradeup.com/news/cb945a3739f1e3e2850ff9b1eba9b4b0"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592809835827992","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":592809601655272,"gmtCreate":1785753467770,"gmtModify":1785753472378,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","text":"$Micron Technology(MU)$ Key Growth Drivers (The Bull Case) AI-Driven Memory Shortages: High-Bandwidth Memory (HBM) supply is structurally constrained. Competitor reports from Samsung confirm that global capacity is locked in, giving Micron severe pricing power through 2027. Unprecedented Financial Scale: Micron's fiscal Q3 revenue soared to $41.5 billion—a massive 3.5x year-over-year increase. Its estimated fiscal 2027 revenue is projected to reach roughly $239 billion. Undervalued Multiples: Following the correction, the stock trades at roughly 18.6x trailing earnings but only 5.7x forward earnings. This is considered historically cheap for a major artificial intelligence hardware beneficiary. Long-Term Contra","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592809601655272","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":592785724965864,"gmtCreate":1785747561133,"gmtModify":1785749297638,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Wall Street remains highly bullish on Micron Technology (MU), with a consensus 12-month average price target of $1,569.29, representing an approximate 91% upside from its current price of $818.50. The stock has experienced significant volatility, undergoing a steep 30%+ correction from its June all-time high of $1,255.00.&nbsp; This pullback has been driven by broader semiconductor profit-taking, concern over AI valuation bubbles, and reports that high-profile investors like Michael Burry have increased short positions near the $880 level.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Wall Street remains highly bullish on Micron Technology (MU), with a consensus 12-month average price target of $1,569.29, representing an approximate 91% upside from its current price of $818.50. The stock has experienced significant volatility, undergoing a steep 30%+ correction from its June all-time high of $1,255.00.&nbsp; This pullback has been driven by broader semiconductor profit-taking, concern over AI valuation bubbles, and reports that high-profile investors like Michael Burry have increased short positions near the $880 level.","text":"$Micron Technology(MU)$ Wall Street remains highly bullish on Micron Technology (MU), with a consensus 12-month average price target of $1,569.29, representing an approximate 91% upside from its current price of $818.50. The stock has experienced significant volatility, undergoing a steep 30%+ correction from its June all-time high of $1,255.00. This pullback has been driven by broader semiconductor profit-taking, concern over AI valuation bubbles, and reports that high-profile investors like Michael Burry have increased short positions near the $880 level.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592785724965864","repostId":"592311290230184","repostType":1,"repost":{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":592311290230184,"gmtCreate":1785633508642,"gmtModify":1785753600200,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Micron Technology (MU) Undervalued And Primed To Hit $1,200 - $1,500 In 8 - 12 Weeks Time","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) has been one of the hottest performers on the stock market over the past year, but its shares have witnessed a substantial pullback after reaching a 52-week high on June 25. Specifically, Micron stock is down nearly 28% from its 52-week high. This steep slide in the memory specialist's shares is quite surprising when we consider that it reported incredible results toward the end of June, along with impressive guidance. Clearly, external factors are impacting this high-growth company. So, even if Chinese memory manufacturers bring more supply to the market, undersupply is likely to persist. After all, shipments of personal computers and smartphones are takin","images":[{"img":"https://community-static.tradeup.com/news/0977d133888644c8f900c89beadecc26","width":"1061","height":"608"},{"img":"https://community-static.tradeup.com/news/140e73bc8462a78cfb248c729a4d8440","width":"2063","height":"1179"},{"img":"https://community-static.tradeup.com/news/0e8724b8184a47e703fde2791f8fba4e","width":"1200","height":"1600"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1724,"commentSize":14,"repostSize":65,"link":"https://ttm.financial/post/592311290230184","isVote":1,"tweetType":1,"viewCount":3524,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Micron Technology(MU)$ $Microsoft(MSFT)$ AI memory chip stocks delivered one of the strongest market rebounds of 2026 on July 30, with Sandisk jumping approximately 26% and Micron gaining around 18%. The rally followed Microsoft’s latest earnings, which showed that demand for cloud and AI infrastructure continued to grow despite rising concern about the cost of building data centres. Samsung added another catalyst by warning that global memory shortages could become more severe and continue into 2028. The combination changed how investors viewed the recent semiconductor selloff. Microsoft showed that new computing capacity was generating revenue, while Samsung suggested that the memory needed to support that capacity would remain scarce. According to Reuters’ market report, the PHLX Semiconductor Index rose 8.2% during the session. AMD, Intel, Marvell and several storage companies also recorded large gains. The rally extended a wider rotation into companies supplying the physical infrastructure behind AI. Memeburn previously examined how AI chip stocks began outperforming several Big Tech companies as investors moved beyond model developers and GPU manufacturers into memory, networking and storage providers. Sandisk and Micron AI memory chip stocks surged because of the above news and we now have a Strong Buy alert for Micron (MU) to hit $1,200 - 1,500 in just 8-12 weeks' time. Buy Now at $812 and Sell at $1,294 in December 2026.","text":"$Micron Technology(MU)$ $Microsoft(MSFT)$ AI memory chip stocks delivered one of the strongest market rebounds of 2026 on July 30, with Sandisk jumping approximately 26% and Micron gaining around 18%. The rally followed Microsoft’s latest earnings, which showed that demand for cloud and AI infrastructure continued to grow despite rising concern about the cost of building data centres. Samsung added another catalyst by warning that global memory shortages could become more severe and continue into 2028. The combination changed how investors viewed the recent semiconductor selloff. Microsoft showed that new computing capacity was generating revenue, while Samsung suggested that the memory needed to support that capacity would remain scarce. According to Reuters’ market report, the PHLX Semiconductor Index rose 8.2% during the session. AMD, Intel, Marvell and several storage companies also recorded large gains. The rally extended a wider rotation into companies supplying the physical infrastructure behind AI. Memeburn previously examined how AI chip stocks began outperforming several Big Tech companies as investors moved beyond model developers and GPU manufacturers into memory, networking and storage providers. Sandisk and Micron AI memory chip stocks surged because of the above news and we now have a Strong Buy alert for Micron (MU) to hit $1,200 - 1,500 in just 8-12 weeks' time. Buy Now at $812 and Sell at $1,294 in December 2026.","html":"$Micron Technology(MU)$ $Microsoft(MSFT)$ AI memory chip stocks delivered one of the strongest market rebounds of 2026 on July 30, with Sandisk jumping approximately 26% and Micron gaining around 18%. The rally followed Microsoft’s latest earnings, which showed that demand for cloud and AI infrastructure continued to grow despite rising concern about the cost of building data centres. Samsung added another catalyst by warning that global memory shortages could become more severe and continue into 2028. The combination changed how investors viewed the recent semiconductor selloff. Microsoft showed that new computing capacity was generating revenue, while Samsung suggested that the memory needed to support that capacity would remain scarce. According to Reuters’ market report, the PHLX Semiconductor Index rose 8.2% during the session. AMD, Intel, Marvell and several storage companies also recorded large gains. The rally extended a wider rotation into companies supplying the physical infrastructure behind AI. Memeburn previously examined how AI chip stocks began outperforming several Big Tech companies as investors moved beyond model developers and GPU manufacturers into memory, networking and storage providers. Sandisk and Micron AI memory chip stocks surged because of the above news and we now have a Strong Buy alert for Micron (MU) to hit $1,200 - 1,500 in just 8-12 weeks' time. Buy Now at $812 and Sell at $1,294 in December 2026."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Micron Technology recently joined the elite club of trillion-dollar companies after its stock skyrocketed more than 900% in one year. The company is benefiting from a tremendous memory pricing cycle, thanks to demand for artificial intelligence infrastructure. Tight memory supply is driving ridiculous pricing growth, boosting revenue and profitability, and we expect supply constraints to keep prices rising into 2027. But the key question is how long this cycle lasts and how high it goes. We expect a peak between 2027 and 2028 and a precipitous downcycle thereafter, in 2029.","text":"$Micron Technology(MU)$ Micron Technology recently joined the elite club of trillion-dollar companies after its stock skyrocketed more than 900% in one year. The company is benefiting from a tremendous memory pricing cycle, thanks to demand for artificial intelligence infrastructure. Tight memory supply is driving ridiculous pricing growth, boosting revenue and profitability, and we expect supply constraints to keep prices rising into 2027. But the key question is how long this cycle lasts and how high it goes. We expect a peak between 2027 and 2028 and a precipitous downcycle thereafter, in 2029.","html":"$Micron Technology(MU)$ Micron Technology recently joined the elite club of trillion-dollar companies after its stock skyrocketed more than 900% in one year. The company is benefiting from a tremendous memory pricing cycle, thanks to demand for artificial intelligence infrastructure. Tight memory supply is driving ridiculous pricing growth, boosting revenue and profitability, and we expect supply constraints to keep prices rising into 2027. But the key question is how long this cycle lasts and how high it goes. We expect a peak between 2027 and 2028 and a precipitous downcycle thereafter, in 2029."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":281110665818360,"gmtCreate":1709655178785,"gmtModify":1767026533245,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","text":"$Apple(AAPL)$ Apple’s Wall Street woes continued Tuesday as shares of the iPhone maker headed toward their lowest level in more than four months as investor anxiety mounts about Apple’s artificial intelligence efforts and its slumping China business. Apple stock fell more than 2% shortly after market open to as low as $170.20, registering its lowest price since Nov. 1, and heading toward its fifth consecutive losing session. The primary catalyst for Tuesday’s losses was a report from Hong Kong-based Counterpoint Research indicating iPhone sales fell 24% year-over-year over the first six weeks of 2024, an unwelcome finding considering China accounts for more than 15% of Apple’s revenues and sales in the region alread","images":[{"img":"https://community-static.tradeup.com/news/87df1ab159a7d5c2693550b526720bb4","width":"750","height":"446"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1946,"commentSize":9,"repostSize":1769,"link":"https://ttm.financial/post/281110665818360","isVote":1,"tweetType":1,"viewCount":42233,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures.","text":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures.","html":"$Apple(AAPL)$ Recent Market Movements & News:Executive Departure: Paul Meade, Apple’s hardware chief for the Vision Pro and smart glasses, left the company to join OpenAI, marking a notable talent loss in the AI and hardware space.Price Increases: Apple raised retail prices for its MacBooks and iPads to offset soaring memory and storage component costs driven by the AI datacenter buildout. Supply Chain Hurdles: The company is seeking U.S. government approval to purchase memory chips from a blacklisted Chinese firm to mitigate financial and supply pressures. Stock Performance: Shares have experienced recent short-term pullbacks amid tech sell-offs but maintain a solid valuation and strong historical performance. Macroeconomics and Microeconomics: Earlier this year, Mono Technologies assembled and shipped nearly 1,000 units of its flagship product, a $600 router development kit. Co-founder Tomaž Zaman, who started Mono in 2024, found early traction with networking aficionados, who use the product to speed their internet connections. Then came the memory crunch, which has driven up the cost to produce practically every electronic device on the planet. Now, Zaman isn’t sure what to do, especially for the 1,300 prospective customers who put down a $100 deposit for his next production run. Mono’s cost for 8 gigabytes of a type of DRAM from Micron shot up from $35 when he was first developing the product to $300 today. At his three-person company, Zaman said he hasn’t decided if he’ll go ahead with a second batch and increase the price by at least one-third, or introduce a new model with 75% less memory. “Even a router of our class, it’s a poor value if you make it at $900, $1,000,” Zaman told CNBC in an interview. “But we have to, or we trim it down to the bare minimums.” Zaman’s experience is becoming common across the consumer electronics market, from iconic devices like iPads and Xbox consoles to niche products that are barely past the testing phase. Costs are soaring due to a global supply crunch caused by the artificial intelligence boom, which has led chipmakers like Nvidia to suck up ever-increasing amounts of memory for their processors and advanced systems. Price Hikes Announcements: Both Apple and Microsoft, announced price hikes this week, have a hefty cash cushion, supply chain leverage and customers numbering in the millions or billions, a much wider swath of businesses face potentially dire straits. Most consumer electronics companies have little margin to spare and can’t confidently raise prices in an economy already grappling with inflationary pressures."},{"author":{"id":"4145015300056472","authorId":"4145015300056472","name":"Eeyore Trade","avatar":"https://community-static.tradeup.com/news/f9e97511517589cbd6e3ef1736d221bb","crmLevel":11,"crmLevelSwitch":0,"idStr":"4145015300056472","authorIdStr":"4145015300056472"},"content":"If and when the AI bubble pops, its going to be…not good","text":"If and when the AI bubble pops, its going to be…not good","html":"If and when the AI bubble pops, its going to be…not good"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9040601463,"gmtCreate":1655650274153,"gmtModify":1676535677890,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"[21st June] Stocks To Beat Recession/Inflation 🚀💰✅","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a>It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two&nbsp;stocks to highli","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NTAP\">$NetApp(NTAP)$</a>It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two&nbsp;stocks to highli","text":"$Apple(AAPL)$$NetApp(NTAP)$It's just about the middle of the year, and there's no end in sight for stock market volatility.Investors, already reeling from sharp declines in stocks, were dealt another surprise last week as the Federal Reserve raised interest rates by three-quarters of a percentage point. The central bank was clear that it was taking steps to snuff out inflation, but its actions further fueled worries of an impending recession.Investors are searching for a reminder to keep their long-term objectives in focus. The top Wall Street pros are naming their favorite picks, even as uncertainty looms, according to TipRanks, which tracks the best performing analysts.Here are two stocks to highli","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":2683,"commentSize":1,"repostSize":30,"link":"https://ttm.financial/post/9040601463","isVote":1,"tweetType":1,"viewCount":36008,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564307384077743","authorId":"3564307384077743","name":"LWayne","avatar":"https://static.itradeup.com/news/95dd7493a26e1c3e9a33a2d16eaa037b","crmLevel":11,"crmLevelSwitch":0,"idStr":"3564307384077743","authorIdStr":"3564307384077743"},"content":"for long term, buy and close eyes","text":"for long term, buy and close eyes","html":"for long term, buy and close eyes"},{"author":{"id":"4090584048977470","authorId":"4090584048977470","name":"JeffChin6875","avatar":"https://static.tigerbbs.com/1110bea563cc57ed6967a9363f871bb3","crmLevel":11,"crmLevelSwitch":1,"idStr":"4090584048977470","authorIdStr":"4090584048977470"},"content":"This article is good, forward it to everyone","text":"This article is good, forward it to everyone","html":"This article is good, forward it to everyone"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9981248236,"gmtCreate":1666534314225,"gmtModify":1676537766201,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Apple’s (AAPL) Top Designer Leaves ","htmlText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v> Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","listText":"<a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><v-v data-views=\"1\"></v-v> Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","text":"$Apple(AAPL)$ Apple's vice president of industrial design, Evans Hankey, is leaving the company, Apple confirmed to CNBC on Friday. Hankey took over for former Apple design chief Jony Ive three years ago when he left to start his own independent firm. Hankey has been responsible for much of Apple's industrial design work, from the look and feel of the company's hardware to the methods used to produce them in large volumes. She was never as well recognized as Ive, who is known in Apple lore as one of the key minds behind the introduction of the iMac, iPod and iPhone. Still, she was often quoted in the media after new products were launched, discussing specific design decisions and the way Apple's design team works. Ive was","images":[{"img":"https://community-static.tradeup.com/news/55ae8505b48348b4d56dda4d6f58bfcd","width":"477","height":"811"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1595,"commentSize":1001,"repostSize":48,"link":"https://ttm.financial/post/9981248236","isVote":1,"tweetType":1,"viewCount":38672,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.","text":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside.","html":"$Apple(AAPL)$ Apple is down 16%, yet it's the best FAANG(+) stock on the market, protecting investors against mayhem experienced in other growth stocks. Thanks to its advanced supply chains, successful products, and healthy balance sheet, Apple has pricing power, high and steady margins, and the ability to buy back shares. While challenges persist, I am convinced that Apple remains the best tech stock to buy on any weakness. I believe that the downside is somewhat limited, with a strong upside."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China.","text":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China.","html":"$Apple(AAPL)$ Apple iPhones are facing massive orders and suppliers, mainly Foxconn arescrambling to cope. Foxconn, formally Hon Hai Precision Industry Co Ltd, is Apple's biggest iPhone maker, producing 70% of iPhone shipments globally. It makes most of the phones at the Zhengzhou plant where it employs about 200,000 people, though it has other smaller production sites in India and south China."}],"imageCount":2,"langContent":"EN","totalScore":0},{"id":9018085138,"gmtCreate":1648948792825,"gmtModify":1676534425824,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"3 Blue-Chip Stocks to Buy for April 2022 🚀✅","htmlText":"3 Blue-Chip Stocks to Buy for April 2022<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>1.&nbsp;Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","listText":"3 Blue-Chip Stocks to Buy for April 2022<a href=\"https://ttm.financial/S/V\">$Visa(V)$</a><a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a><a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$</a>1.&nbsp;Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","text":"3 Blue-Chip Stocks to Buy for April 2022$Visa(V)$$Apple(AAPL)$$NVIDIA Corp(NVDA)$1. Visa (V)Outside of the tech space, these next two companies have been some of the best performers over the last decade. Visa (NYSE:V) and MasterCard (NYSE:MA) run what I like to call a “toll booth” on transactions.There’s a secular trend that’s been underway for years, as consumers transition from cash and check to credit and debit. Additionally, the rise of online and digital sales has only fueled this move, as consumers obviously find it easy to shop.Specifically, with these two businesses, investors have been quick to critique the valuation by pointing out that Visa stock tra","images":[{"img":"https://community-static.tradeup.com/news/9f9efa02e193b77a7f1c09c3658e6f14","width":"750","height":"443"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":404,"commentSize":1156,"repostSize":163,"link":"https://ttm.financial/post/9018085138","isVote":1,"tweetType":1,"viewCount":58888,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards.","text":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards.","html":"$NVIDIA Corp(NVDA)$ Chip Prices Are Plunging. What It Means for Nvidia, Intel, and AMD Stock. Susquehanna is getting less bullish about three chip stocks. On Wednesday, semiconductor analyst Christopher Rolland lowered his price targets for Nvidia (ticker: NVDA) stock to $220 from $260, Advanced Micro Devices (AMD) stock to $120 from $140, and Intel (INTC) stock to $42 from $50, citing weakening demand for computers and PC graphics cards."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance.","text":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance.","html":"Market News The S&P 500 briefly fell into bear market territory Friday, slipping more than 20% from its record high and potentially ending the bull run that began in March 2020. A reversal late in the day pushed the index higher at the market's close and saved it from reaching an official bear market designation. The S&P 500 managed to squeak 0.01% higher at Friday's closing bell, or about 18% down from its January 3 record high, after falling by as much as 2.3% earlier in the day. The move comes on the heels of seven straight weekly losses for the index and follows months of precipitous market drops. The S&P 500 has long been considered the most accurate measure of the nation's stock performance."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":334233004355824,"gmtCreate":1722633154761,"gmtModify":1722633338760,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Daily Scoop 🍨: NVIDIA (NVDA) Value Is Amazing, Time To Buy 💪👆🚀","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&amp;P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&amp;P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","text":"$NVIDIA Corp(NVDA)$ Volatility continued for Nvidia stock on Thursday. The artificial intelligence (AI) leader's share ended the daily session down 6.7%, according to data from S&P Global Market Intelligence. And The shares dropped another 5% in morning trading on Friday. After posting big gains Wednesday, Nvidia stock initially looked poised to see another day of gains thanks to strong demand indicators following the publication of Meta Platforms' Q2 results and guidance. But macroeconomic concerns took center stage for the broader stock market, and the highlighting of related risk factors drove big sell-offs for the chip specialist. Nvidia stock has been in topsy-turvy mode lately Nvidia's pullback today","images":[{"img":"https://community-static.tradeup.com/news/97b5e6a731204e14b2afa5a844fe4427","width":"679","height":"404"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":2654,"commentSize":11,"repostSize":209,"link":"https://ttm.financial/post/334233004355824","isVote":1,"tweetType":1,"viewCount":15880,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years.","text":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years.","html":"$NVIDIA(NVDA)$ Nvidia (NVDA) stock has been a fantastic performer over the short and long terms. Shares of the artificial intelligence (AI) chip and infrastructure leader have returned 1,440% and 26,960% over the last three years and decade, respectively, as of Friday, Oct. 17. These performances have transformed a $1,000 investment into $15,400 and $270,600, respectively. By comparison, one grand invested in the S&P 500 index has turned into $1,894 in three years and $3,910 in 10 years. With Nvidia stock's eye-popping gains, it's easy to wonder if you missed your chance at buying shares. The answer is no, in my view, as Nvidia stock has many years of great performance left. There are two reasons for my optimism. First, the AI revolution is still in its early stages. Second, Nvidia's graphics processing units (GPUs) are the gold standard for processing AI workloads, and there is no indication that they're in danger of losing that status, at least not for some time. Below are my prediction ranges (a best case and a base case) for Nvidia stock's price in about five years, or by the end of 2030. My estimates are built upon data provided by Nvidia's CEO and CFO on the company's most recent quarterly earnings call. (Nvidia's earnings calls are chock-full of valuable data -- and listening to them is worth the time.) Calculating my Nvidia stock price target ranges for 2030 Now, I'll use the numbers calculated above to come up with price target ranges for Nvidia stock in about five years. Two additional data points needed: Nvidia stock's closing price on Oct. 17: $183.22. Nvidia's AI-driven data center revenue was $41.1 billion (of its total revenue of $46.7 billion) in its most recently reported quarter (fiscal Q2, ended July 27). This equates to an annual run rate of $164.4 billion ($41.4 billion X 4). Nvidia stock best-case price target in five years: $1,942 to $3,115. Nvidia's projected AI infrastructure revenue in five years: $1.74 trillion to $2.8 trillion. Nvidia's AI infrastructure revenue currently: annual revenue run rate of $164.4 billion. Step 1 numbers divided by Step 2 number: 10.6 to 17.0. This means Nvidia's annual data center revenue should increase by 10.6 to 17.0 times in 5 years."},{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":11,"crmLevelSwitch":0,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"content":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves.","text":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves.","html":"Nvidia's wild ride continues! Massive gains and sharp drops show just how volatile the market can be. Keeping an eye on the AI leader's next moves."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":361138517672144,"gmtCreate":1729208678054,"gmtModify":1729250630188,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Daily Scoop🍨: Nvidia (NVDA) Goes Up As TSMC Lights Up In Outstanding AI Chip Market Growth 🚀👍","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA Corp(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","text":"$NVIDIA Corp(NVDA)$ This is an excerpt from MarketWatch : If there was any concern about the health of the artificial-intelligence chip market currently, Taiwan Semiconductor Manufacturing Co. (TSMC) put that to rest with its latest results. That sparked a rally in some AI stocks on Thursday, though Nvidia shares $(NVDA)$ pared gains and failed to notch a new record close, despite having been on track for one earlier in the day. The stock's current closing high is $138.07, hit on Monday, but Nvidia ended at $136.93 on Thursday. Shares did touch as high as $140.89 on Thursday for their first new intraday high since June, according to Dow Jones Market Data. Shares of Advanced Micro Devices Inc. $(AMD)$ gave bac","images":[{"img":"https://community-static.tradeup.com/news/a159a00414457041b6f7899f0b3f86c4","width":"1179","height":"931"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":1725,"commentSize":5,"repostSize":343,"link":"https://ttm.financial/post/361138517672144","isVote":1,"tweetType":1,"viewCount":12513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":581550857782672,"gmtCreate":1783010299581,"gmtModify":1783011091965,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","listText":"<a href=\"https://ttm.financial/S/MU\">$Micron Technology(MU)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","text":"$Micron Technology(MU)$ “How about this?” Trump wrote in a social-media post Thursday. “Micron, a GREAT American Company, announced that they are putting in 250 Million Dollars into the Trump Accounts for the future benefit of children . . . Thank you Micron!” The memory-chip maker was falling early Thursday, down 4% at $990.3, after a sharp 10.6% drop in the previous session. The move came despite its rivals SK Hynix and Samsung tumbling in South Korean trading Thursday.","images":[{"img":"https://community-static.tradeup.com/news/5ce1efe8d1ef10f12750bb967d9be798","width":"954","height":"1080"},{"img":"https://community-static.tradeup.com/news/443c686ffaf83c1ae99afcbc2d0c20e0","width":"1080","height":"1080"},{"img":"https://community-static.tradeup.com/news/6836cc1a1bd1a54f680c944092a2b21d","width":"800","height":"1000"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":56,"commentSize":4,"repostSize":314,"link":"https://ttm.financial/post/581550857782672","isVote":1,"tweetType":1,"viewCount":7898,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Memory chips were once seen as an unglamorous business, but Micron is betting AI will change the game for good Micron remains based in Boise, Idaho, and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers. A little more than a year ago, Boise, Idaho, was known as a charming city boasting a tree-lined river greenbelt and a college football stadium with bright blue artificial turf. Today, it's seen as a crucial hub of the artificial-intelligence boom. Micron Technology $(MU)$ was founded nearly half a century ago in a dentist-office basement in Boise. Against a backdrop of fierce competition between U.S. and Japanese memory-chip firms, twin brothers Ward and Joe Parkinson, alongside Dennis Wilson and Doug Pitman, started the semiconductor-design company focused on dynamic random-access memory, or DRAM. Today, that technology underpins inference, or the running of AI models. Micron remains based in Boise and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers, alongside South Korea's SK Hynix (KR:000660) and Samsung Electronics (KR:005930). The AI-driven surge in demand for DRAM has propelled Micron's stock to the forefront of a tech-heavy stock market, as AI spending shows no sign of slowing down and memory supply looks far from catching up. As one of the last strongholds of American chip making, Micron is not only crucial to the AI boom, but to the wider semiconductor supply chain - and the U.S.'s place in it. In April 2025, Micron's stock was changing hands for $64.72, valuing the company at $72 billion, according to Dow Jones Market Data. Since then, the stock has soared by 1,407%, to $975.56 a share at Thursday's close, and Micron is now worth $1.1 trillion - making it the 10th-most valuable U.S. company.","text":"$Micron Technology(MU)$ Memory chips were once seen as an unglamorous business, but Micron is betting AI will change the game for good Micron remains based in Boise, Idaho, and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers. A little more than a year ago, Boise, Idaho, was known as a charming city boasting a tree-lined river greenbelt and a college football stadium with bright blue artificial turf. Today, it's seen as a crucial hub of the artificial-intelligence boom. Micron Technology $(MU)$ was founded nearly half a century ago in a dentist-office basement in Boise. Against a backdrop of fierce competition between U.S. and Japanese memory-chip firms, twin brothers Ward and Joe Parkinson, alongside Dennis Wilson and Doug Pitman, started the semiconductor-design company focused on dynamic random-access memory, or DRAM. Today, that technology underpins inference, or the running of AI models. Micron remains based in Boise and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers, alongside South Korea's SK Hynix (KR:000660) and Samsung Electronics (KR:005930). The AI-driven surge in demand for DRAM has propelled Micron's stock to the forefront of a tech-heavy stock market, as AI spending shows no sign of slowing down and memory supply looks far from catching up. As one of the last strongholds of American chip making, Micron is not only crucial to the AI boom, but to the wider semiconductor supply chain - and the U.S.'s place in it. In April 2025, Micron's stock was changing hands for $64.72, valuing the company at $72 billion, according to Dow Jones Market Data. Since then, the stock has soared by 1,407%, to $975.56 a share at Thursday's close, and Micron is now worth $1.1 trillion - making it the 10th-most valuable U.S. company.","html":"$Micron Technology(MU)$ Memory chips were once seen as an unglamorous business, but Micron is betting AI will change the game for good Micron remains based in Boise, Idaho, and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers. A little more than a year ago, Boise, Idaho, was known as a charming city boasting a tree-lined river greenbelt and a college football stadium with bright blue artificial turf. Today, it's seen as a crucial hub of the artificial-intelligence boom. Micron Technology $(MU)$ was founded nearly half a century ago in a dentist-office basement in Boise. Against a backdrop of fierce competition between U.S. and Japanese memory-chip firms, twin brothers Ward and Joe Parkinson, alongside Dennis Wilson and Doug Pitman, started the semiconductor-design company focused on dynamic random-access memory, or DRAM. Today, that technology underpins inference, or the running of AI models. Micron remains based in Boise and has survived multiple boom-and-bust memory cycles to become one of the world's top DRAM producers, alongside South Korea's SK Hynix (KR:000660) and Samsung Electronics (KR:005930). The AI-driven surge in demand for DRAM has propelled Micron's stock to the forefront of a tech-heavy stock market, as AI spending shows no sign of slowing down and memory supply looks far from catching up. As one of the last strongholds of American chip making, Micron is not only crucial to the AI boom, but to the wider semiconductor supply chain - and the U.S.'s place in it. In April 2025, Micron's stock was changing hands for $64.72, valuing the company at $72 billion, according to Dow Jones Market Data. Since then, the stock has soared by 1,407%, to $975.56 a share at Thursday's close, and Micron is now worth $1.1 trillion - making it the 10th-most valuable U.S. company."},{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) shares recently faced a downward pullback despite public praise from President Donald Trump and an announcement of a $250 million corporate commitment to federal \"Trump Accounts\". Key Developments: Corporate Investment: On June 30, 2026, Micron announced it would commit $250 million to the \"Trump Accounts\" child savings program, funding employee matches and seed deposits for children in its primary operating states. Presidential Endorsement: President Trump publicly praised Micron on social media as a \"Great\" and \"Hottest\" company following the investment, while federal disclosures showed he also personally holds a substantial portfolio of MU stock. Market Reaction: Despite the presidential backing and a previously strong run in 2026, MU shares dropped roughly 10% in early July alongside a broader semiconductor and tech-sector selloff. Stock Performance: MU stock trades around the $975 to $1,000 range, significantly up year-to-date, but remains highly volatile as investors weigh the broader AI-driven memory chip cycle.","text":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) shares recently faced a downward pullback despite public praise from President Donald Trump and an announcement of a $250 million corporate commitment to federal \"Trump Accounts\". Key Developments: Corporate Investment: On June 30, 2026, Micron announced it would commit $250 million to the \"Trump Accounts\" child savings program, funding employee matches and seed deposits for children in its primary operating states. Presidential Endorsement: President Trump publicly praised Micron on social media as a \"Great\" and \"Hottest\" company following the investment, while federal disclosures showed he also personally holds a substantial portfolio of MU stock. Market Reaction: Despite the presidential backing and a previously strong run in 2026, MU shares dropped roughly 10% in early July alongside a broader semiconductor and tech-sector selloff. Stock Performance: MU stock trades around the $975 to $1,000 range, significantly up year-to-date, but remains highly volatile as investors weigh the broader AI-driven memory chip cycle.","html":"$Micron Technology(MU)$ Micron Technology (NASDAQ: MU) shares recently faced a downward pullback despite public praise from President Donald Trump and an announcement of a $250 million corporate commitment to federal \"Trump Accounts\". Key Developments: Corporate Investment: On June 30, 2026, Micron announced it would commit $250 million to the \"Trump Accounts\" child savings program, funding employee matches and seed deposits for children in its primary operating states. Presidential Endorsement: President Trump publicly praised Micron on social media as a \"Great\" and \"Hottest\" company following the investment, while federal disclosures showed he also personally holds a substantial portfolio of MU stock. Market Reaction: Despite the presidential backing and a previously strong run in 2026, MU shares dropped roughly 10% in early July alongside a broader semiconductor and tech-sector selloff. Stock Performance: MU stock trades around the $975 to $1,000 range, significantly up year-to-date, but remains highly volatile as investors weigh the broader AI-driven memory chip cycle."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":9056348041,"gmtCreate":1654955814583,"gmtModify":1676535539093,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Tesla (TSLA) Stock Split 1:3 Updates","htmlText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","listText":"<a href=\"https://ttm.financial/S/TSLA\">$Tesla Motors(TSLA)$</a>Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","text":"$Tesla Motors(TSLA)$Electric-vehicle maker Tesla on Friday (June 10) proposed a stock split at a three-to-one ratio in the form of a stock dividend, according to a regulatory filing.The company said Larry Ellison, Oracle Corp's co-founder and a self-proclaimed close friend of Tesla Chief Executive Officer Elon Musk, will not stand for re-election to Tesla's board when his current term ends.Ellison is among the top investors who have promised funding towards Musk's US$44 billion acquisition of social media firm Twitter Inc.Tesla's stock split proposal will be put to vote on August 4 and if approved, it would be the latest after a five-for-one split in August 2020.The company will also ask shareholders to vote to reduce its board of directors' terms","images":[{"img":"https://community-static.tradeup.com/news/7cb8cd4b935a98535f3f54741930f111","width":"640","height":"429"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":1577,"commentSize":0,"repostSize":23,"link":"https://ttm.financial/post/9056348041","isVote":1,"tweetType":1,"viewCount":29933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"content":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month.","text":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month.","html":"$Tesla Motors(TSLA)$ Latest News Tesla raised prices for all its car models in the United States, its latest price hike amid ongoing global supply-chain issues. The electric carmaker increased its Model Y long-range price to $65,990 from $62,990, its website showed on Thursday, after delaying the deliveries of some long-range models in the United States by up to a month."},{"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"content":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?","text":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?","html":"Is this mr musk way of enriching himself after selling a chunk of his shares to finance his supposed TWTR purchase?? With the split he gets more shares again based on existg shares? U gonna help?"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":328128014626840,"gmtCreate":1721139351021,"gmtModify":1721140181686,"author":{"id":"4088639346266630","authorId":"4088639346266630","name":"daz999999999","avatar":"https://community-static.tradeup.com/news/8bbe8cd95504dc1e0dd3af78504d3f7e","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088639346266630","authorIdStr":"4088639346266630"},"themes":[],"title":"Daily Scoop 🍨: Phunware (PHUN) A Buy Now Until Christmas (Target $8)","htmlText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>&nbsp; Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","listText":"<a href=\"https://ttm.financial/S/PHUN\">$Phunware, Inc.(PHUN)$</a>&nbsp; Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","text":"$Phunware, Inc.(PHUN)$ Big movements in Phunware Inc. stock price on Monday moving 28.25% between high and low Buy candidate since Jul 15, 2024. The Phunware Inc. stock price gained 0.94% on the last trading day (Monday, 15th Jul 2024), rising from $5.83 to $5.89. It has now gained 3 days in a row. It will be exciting to see whether it manages to continue gaining or take a minor break for the next few days. During the last trading day the stock fluctuated 28.25% from a day low at $5.84 to a day high of $7.49. The price has risen in 6 of the last 10 days and is up by 7.19% over the past 2 weeks. Volume has increased on the last day along with the price, which is a positive technical sign, and, in total, 12 million more shares were traded than","images":[{"img":"https://community-static.tradeup.com/news/6645024921f0063e9613492615f9ce9a","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1939,"commentSize":9,"repostSize":121,"link":"https://ttm.financial/post/328128014626840","isVote":1,"tweetType":1,"viewCount":8346,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000479","authorId":"9000000000000479","name":"glimmero","avatar":"https://static.tigerbbs.com/9e5f3c34ca3b3743623fe1884a908495","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000479","authorIdStr":"9000000000000479"},"content":"Interesting analysis","text":"Interesting analysis","html":"Interesting analysis"},{"author":{"id":"9000000000000338","authorId":"9000000000000338","name":"jollyfo","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000338","authorIdStr":"9000000000000338"},"content":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word.","text":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word.","html":"Management do not deserve to work for Trump if they keep selling shares this week. People must be united. Pass the word."}],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}