bearish
Micron Earnings, SiTime, Consumer, and Applied Materials Insider Sale
259 Views01 Jul 2024 10:03
High expectations for Micron, SiTime Spectrum-X (s/o Ian Cutress) and Consumer Bottoming, and thoughts on Semiconductors (Bearish!)
What is covered in the Full Insight:
- Micron Earnings Overview
- Guidance and Market Reaction
- Investment Focus: HBM and Capex
- Consumer Semiconductor Stocks Analysis
- Concerns in Semiconductor Sector
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