Micron Technology Stock Forum

$Goldman Sachs(GS.US)$
Market Size Prediction:
- It is anticipated that the global HBM (High-Bandwidth Memory) market will grow at a compound annual growth rate of approximately 100% from 2023 to 2026.
- The market size is expected to reach USD 30 billion in 2026, representing an upward revision of more than 30% compared to the forecast in March.
Key Growth Drivers:
- Strong AI Investment: Driving growth in HBM demand.
- Advancements in HBM Technolog...

Stock prices may see larger-than-normal moves during earnings season, making it a potentially attractive time for options traders. For investors looking to trade against these moves, you should always keep track of how the options might shift after their earnings.
Here are the top earnings and volatility for the week:
$Marvell Technology(MRVL.US)$
- Earnings Release Date: Post-market on May 30
- Earning...

$Arm Holdings(ARM.US)$ | Arm Holdings
• Enterprise Value | $113.7B
• Semiconductor Niche | Processor Design & IP Licensing
• 2024 Key Metrics | 29.2x EV/S; 59x EBITDA; 74x P/E; 23% rev growth
• Competitive Advantage: Their unique IP and licensing model offer a compelling value proposition in the semiconductor industry, enabling widespread adoption of its energy-efficient architectures across a myriad of devices, from mobile phones to servers. This ubiquity creates a strong network ...

Hedge fund managers are adjusting their sails in the stock market, redirecting investments from mega-cap technology firms to a diverse array of companies poised to benefit from the artificial intelligence (AI) revolution, a new report from $Goldman Sachs(GS.US)$ reveals.
An analysis of 707 hedge funds, with a mighty $2.7 trillion in equity positions, has highlighted a strategic shift in their stock holdings in 2024 Q1. Thes...

Morning Movers
Gapping up
$NVIDIA(NVDA.US)$ stock soared over 7% after the company's first-quarter earnings exceeded expectations, boosted by a strong AI industry demand. Nvidia's success also positively influenced its peers, with $Advanced Micro Devices(AMD.US)$ and $Broadcom(AVGO.US)$ each gaining over 2%, while $Micron Technology(MU.US)$ rose 3.8%, and chip designer $Arm Holdings(ARM.US)$ nearly 4%.
$News Corp-B(NWS.US)$ shar...

$Micron Technology(MU.US)$ micron moving like it just reported earnings too

$Micron Technology(MU.US)$  forward pe 12.3 base on 2026 eps