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$Micron Technology (MU.US)$ Is the inventory of 'Helium,' a key component used by Micron, sufficient to meet production needs? If inventory is insufficient, could it be interpreted that even having money might not guarantee the ability to purchase Micron's products in the future?
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$Micron Technology (MU.US)$ Experts, please show us the way, I'm lost
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![[undefined]](https://static.moomoo.com/nnq/emoji/static/image/default/default-black.png?imageMogr2/thumbnail/36x36 "undefined"){kind=small}
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$Micron Technology (MU.US)$ Can't even a 400 million inflow lift it up? Other stocks in the portfolio have already rebounded.
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$Micron Technology (MU.US)$
1. Market rumors suggest that MU's post-market earnings guidance will be significantly revised upward, especially as HBM4 has already been supplied in advance to NVIDIA's Vera Rubin platform.
2. It was just confirmed on the news front that Micron completed the acquisition of PSMC’s plant in Taiwan to expand its HBM production capacity for 2026. This addresses the market's biggest concern about the 'orders without goods' issue.
1. Market rumors suggest that MU's post-market earnings guidance will be significantly revised upward, especially as HBM4 has already been supplied in advance to NVIDIA's Vera Rubin platform.
2. It was just confirmed on the news front that Micron completed the acquisition of PSMC’s plant in Taiwan to expand its HBM production capacity for 2026. This addresses the market's biggest concern about the 'orders without goods' issue.
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India might as well give up. Despite such large funding allocations, how much actually reaches operational use? And there are numerous safety concerns. Those in the know understand.
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$Palantir (PLTR.US)$ Retail investors should not sell just for small gains; institutions are buying heavily despite losses. It's fine not to buy during volatility, but do not sell.
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$Palantir (PLTR.US)$ What I'm concerned about is, can it rise back to 185?
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$Micron Technology (MU.US)$ please faster drop to 368!
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