Thank you Parkev. I thought I had missed out until last earnings and now I've been buying as much as I can. I like Micron almost as much as a I like nvidia.
as fab capacity is utilized for HBM, the price of DRAM and NAND strengthens. Also MU's MBME3 is 30% more efficient than its competition. Sometimes even though the market "knows" outlooks/circumstances/ and or forecasts, its the timing of when it prices that in that confounds investors.
@@tyrnosrsflexxbox1999 I don 't know if we're bottoming yet, but yeah, unless you're looking short term this is good entry point for the longer term. When HBM4 comes online MU should shine.
FWIW, back in the day, when MU was only a memory company the rule was to buy when the PE was high and sell when the PE was low since this was a window into their business cycle.
At a recent Needham conference, Micron management made comments of "BIT" shipments softening putting November quarter guidance at risk, perhaps related to PCs and Smartphones, and not Data center.
Hi Parkev, Thank you for your informative videos. I'm hoping you could create a video about GCT. I've unfortunately experienced significant losses on this investment and am unsure whether to hold or sell. Your insights would be greatly appreciated. Thanks
A lot of it dropping has to do with disappointment from investors regarding how much micron is spending on making new foundries. They do expect that next year will be a better year. If you are in this, think long term (3-5 years) rather than 3-6 months.
Just as I was looking for an update on Micron you deliver! Thanks Parkev!
My pleasure.
Me too, cause the share price movement lately is disappointing
Thank you Parkev. I thought I had missed out until last earnings and now I've been buying as much as I can. I like Micron almost as much as a I like nvidia.
Great to hear!
I was just researching MU and hour ago! What a timing! Thanks!
Glad it was helpful!
Bought for $86. Will buy more with the next paycheck. Great company for long term
as fab capacity is utilized for HBM, the price of DRAM and NAND strengthens. Also MU's MBME3 is 30% more efficient than its competition. Sometimes even though the market "knows" outlooks/circumstances/ and or forecasts, its the timing of when it prices that in that confounds investors.
I was waiting for your analysis on micron, you explained it very well, thank you
Thank you for your in-depth analysis as usual, Parkev. Your insight is much appreciated
I appreciate that! Thanks
Thanks. Micron is one of my favorites, I was concerned about the pull back because I couldn't get a fix on what caused it.
It has excellent prospects over the next several years.
I agree Parkev. I think the market is a bit murky going into September and we may get a better entry point in the next few weeks
what are your thoughts now
@@tyrnosrsflexxbox1999 I don 't know if we're bottoming yet, but yeah, unless you're looking short term this is good entry point for the longer term. When HBM4 comes online MU should shine.
you sure will xD
Thanks for the analysis, Parkev. I wonder how much lower will MU drop or if it has bottomed.
FWIW, back in the day, when MU was only a memory company the rule was to buy when the PE was high and sell when the PE was low since this was a window into their business cycle.
Patiently waiting for MU to pop
it falls like a stone, but that means it can rise like a SpaceX rocket. It doesnt matter who makes the GPU/TPU, they all need HBM.
@@darrenhere5856Investors have lowered the rating of Micron stock..it's gonna fall further until 45$
Thank you for the video!!! Happy to see others were looking forward to it too!
Glad you enjoyed it!
I know I was!!!
Thank you for such a great report. God Bless youi!
Our pleasure!
Excellent Analysis as always
Thank you so much 🙂
Great - thanks Parkev. This was really helpful.
At a recent Needham conference, Micron management made comments of "BIT" shipments softening putting November quarter guidance at risk, perhaps related to PCs and Smartphones, and not Data center.
Banger video!
Great analysis, thank you!
Glad you liked it!
Great find!
Micron is so worth it, with their team up with Nvidia on the Blackwell, for its HBM R&D will prove great value for the stock in 2025-
Hi Parkev, Thank you for your informative videos. I'm hoping you could create a video about GCT. I've unfortunately experienced significant losses on this investment and am unsure whether to hold or sell. Your insights would be greatly appreciated. Thanks
Noted
Thanks Parkev
hi Jose, please, can you tell what does nvidia 50b $ buyback plan means for investors and share price. not much info about this on yt.
currently -18% on my position. A bit disappointed but I'm hoping for a rebound.
same here. hang on its coming. its one of the most manipulated issues out there, but they have mostly tailwinds for the next 3-5 years.
A lot of it dropping has to do with disappointment from investors regarding how much micron is spending on making new foundries. They do expect that next year will be a better year. If you are in this, think long term (3-5 years) rather than 3-6 months.
@@kenchandrasena2070 trades like crap though... very stressful.
thank you
Welcome!
Hi, Parker. Do you have in mind to make an analysis for Novo Nordisk and Eli Lilly? Thank you very much.
Can you make a video about PSTG? What are you thoughts about this stock?
Most of us know starting October most of the stocks will go up non stop
I wonder if Micron would be a better bet that Palantir?
That sounds like an interesting video idea.
I have small position in MU I’m waiting for palantir to drop some more to start a position
Thanks,
Mind updating us on Marvell?
Yes, it is on my list.
it s only manipulations that sold MU to Buy NVDA.....Mostly of stock only move up before earnings.
to longgggggggggggg video.....yes or no...???
no
@@amigo152 just speed it up or slide the timer over to ending for buy/sell/hold decision.
NO!
You cite Micron CEO as proof MU gonna make money?!😂 What about Mu's competition? What about the fact that short- term MU is meh?
P.S. since this morning MU dropped line a rock to $ 88.58.
So has the whole chip market lmao