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Micron Technology (MU US)
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597
Analysis
Information Technology
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United States
Micron Technology, Inc., through its subsidiaries, manufactures and markets dynamic random access memory chips (DRAMs), very fast static random access memory chips (SRAMs), Flash Memory, other semiconductor components, and memory modules.
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bullish
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Tesla
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10 Jul 2024 03:10
Play the Hand You're Dealt; Bullish Outlook Intact; Remain Overweight Large-Cap Growth; Tech Buys
Play the Hand You're Dealt; Bullish Outlook Intact $SPX $QQQ $IWM; Remain Overweight Large-Cap Growth $IWF $NVDA $AVGO $TSM $AMD $ASML $AAPL $MSFT...
Vermilion Research
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202 Views
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bearish
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Kokusai Electric
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09 Jul 2024 16:40
Kokusai Electric IPO Lock-Up - KKR Will Be Tempted by the US$2.7bn Release but Might Have to Wait
As per media reports, KKR is considering sell half its stake in Kokusai, with the company planning to buyback some shares as well. The company has...
Sumeet Singh
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831 Views
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bearish
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Thematic (Sector/Industry)
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01 Jul 2024 10:03
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
Fabricated Knowledge
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231 Views
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bullish
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Taiwan Semiconductor (TSMC)
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25 Jun 2024 21:25
Taiwan Tech Weekly: Declines With Nvidia; Taiwan's Vietnam Shift Continues; UMC's Outlook Improves
New Vietnam investments by Hon Hai and Wistron, Elan preparing for significant AI PC uptake in 4Q24/1H25, UMC's outlook increasingly optimistic for...
Vincent Fernando, CFA
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233 Views
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bullish
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Thematic (Sector/Industry)
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21 Jun 2024 14:23
Samsung, Nanya, Winbond. Watch This Space...
Greatly reduced growth-related WFE CapEx, cannibalisation of legacy node WFE for leading edge transitions and surging demand for HBM will likely...
William Keating
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456 Views
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