山顶资本李先生
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$Micron Technology (MU.US)$ Take a look at SanDisk next door, Micron has already been removed from NVIDIA's procurement list
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山顶资本李先生
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$Micron Technology (MU.US)$ Long-term, I'm still very optimistic about MU
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山顶资本李先生
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$Micron Technology (MU.US)$ guys this stock will trade sideways /down a little for an entire month until their next earnings report. This is because of the negative news on Nvidia GPUs. They will need to prove the supply shortage to investors again through earnings due to the negative news. It will spike on earnings and sky rocket. Gotta wait til then.
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山顶资本李先生
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$Micron Technology (MU.US)$ careful not to get manipulated. the fact still stands that the products are fully sold out up till next year. It's just noise
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$Micron Technology (MU.US)$ It's completely over
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山顶资本李先生
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$Micron Technology (MU.US)$ The opening should drop directly
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山顶资本李先生
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$Micron Technology (MU.US)$ If it doesn't go up soon, everyone will start losing confidence in the short term
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山顶资本李先生
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$Micron Technology (MU.US)$ Nvidia has never explicitly stated that it won't purchase MU's HBM4; this information was only revealed by internal sources. I believe the final tone will be set at the GTA conference.
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