MU Fair Price
$906.32
Undervalued by 1.9%
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My Notes
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📈 Micron Technology: strong growth thanks to artificial inteligenci🖥️
Micron $MU is a leader in innovative memory and storage solutions that support advances in artificial intelligence and other compute-intensive applications. It brings to market high-performance DRAM, NAND and NOR memory and storage products that power the data economy from data centers to mobile devices.
Open $132.80
Day range $130.75 - $135.42
52 week range $60.50 - $157.54
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🗓️Klíčové this week's events!
This week brings us a number of important economic indicators and corporate results that can influence the markets. Here are the ones I'll be watching.
I won't be following any news in the markets on Monday, so I'll be taking a long weekend.
🔍 Tuesday: Consumer Confidence: This indicator can tell us more about consumer sentiment and their willingness...
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📈✨ Micron Technology hits the highlights, before the results are announced!
Micron Technology $MU, a leading player in the memory chip market, is preparing to release its Q3 earnings results on Wednesday , June26. The company has announced that it expects a return to positive free cash flow (FCF), which could significantly boost stock market activity.
Open $132.80
Day range $130.75 - $135.42
52 week range $60.50 - $157.54
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The Biden administration is trying to give the chip industry a boost, not only with grants to factories, but also by turning semiconductor research into an attractive and interesting field for Americans. The law The Chips and Science Act of the 2022 allocates $11 billionto USA maintain its leadership in research and development. The goal is to create new electronic components...
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🚀 Micron Technology grows after beating estimates and achieving windfall profits, thanks to the rise of artificial intelligence! 💡
Memory chip maker, Micron Technology $MU, just stunned Wall Street with its performance in its second fiscal quarter, achieving a surprising profit. It is forecasting even better results for the current period, which is linked to an increase in...
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Growing Demand for Memory Chips: Micron Technology, Inc. (MU) at the Forefront of Innovation
1. Micron Technology, Inc. $MU-0.5% is taking center stage with innovative moves in memory chips and the prospect of a return to the memory shortage era.
2. Company $MU-0.5% launched HBM3E memory wafers that promise higher performance combined with lower power consumption, which could...
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🚀 We have a lot of events on the markets this week! 📈
Here's another round-up of what I think will be interesting events for the coming week!
Tuesday:
💻 Nvidia $NVDA GTC2024 (kind of like Apple's Keynote) - At their conference, they'll be showcasing the latest innovations, technologies and lots of exciting news. With the way Nvidia is moving the entire market I recommend...
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🚀 News in the chip world! 🚀
On Monday , theU.S. governmentannounced that it will contribute $1.5 billion to GlobalFoundries $GFS under the Chip Act, boosting domestic manufacturing. Intel $INTC also finds itself in the game with possible subsidies in excess of $10 billion! 💰
GLOBALFOUNDRIES
GFSOpen $50.80
Day range $50.16 - $51.56
52 week range $45.52 - $68.57
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I'm quite curious how they'll manage to pull off that TSM lead. I've been reading some analysis on the new machines from ASML and it looks like they're more expensive to produce than the ones TSM is currently using and they can't manage to produce everything they have planned for 2030. Even if Intel delivers what they've been promising for a few years now, it's quite possible they'll make less profit on it than TSM. Factoring in the cost of human labor in Taiwan, they're not going to have an easy time getting to their original margins.
I've sold Intel and Micron and only hold TSM with ASML in semis anymore.
Last week, $MU-0.5% Micron Technology reported results:
Revenue was $4.01 billion, a 40% year-over-year decline from $6.64 billion (Q4 2022). Net loss was $1.43 billion, compared to a profit of $1.49 billion in Q4 2022.
Capital Structure
Market Cap
145.7B
Enterpr. Val.
152.3B
Valuation
P/E
-93.3
P/S
6.8
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I have the same approach as Matthias. It's definitely an interesting stock, but I probably don't need it in my portfolio.
What caught my eye today was the movement of $MU-0.5% stock up 7.5% and they didn't announce any results. I read that they are planning an investment in India, but I couldn't find anything else anywhere. Does anyone know of any news?
Open $132.80
Day range $130.75 - $135.42
52 week range $60.50 - $157.54
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Micron Technology has announced plans to invest up to $825 million in a new semiconductor assembly and test facility in Gujarat, India. The factory will be built in Sanand, near Ahmedabad in Gujarat.
The investment is part of the Indian government's efforts to strengthen the country's semiconductor manufacturing capabilities. The government has offered Micron a number of incentives, including 50% fiscal support of the total project cost and incentives representing 20% of the total project cost from the state of Gujarat.
The new factory is expected to create up to 5,000 new direct jobs at Micron and 15,000 jobs in the community over the next few years. Operations are scheduled to begin in 2025.
...That doesn't look bad. Having the government of India on your side is nice.
Micron Technology $MU-0.5%
This company that specializes in chip manufacturing reported its results yesterday.
Revenues : $3.75 billion and $3.69 billion was expected.
Loss per share : $1.43 and $1.57 was expected.
Open $132.80
Day range $130.75 - $135.42
52 week range $60.50 - $157.54
Read more
Today I plan to look at the Micron $MU-0.5% results. I don't own the stock, but I'm interested to see how they end up doing.
Capital Structure
Market Cap
145.7B
Enterpr. Val.
152.3B
Valuation
P/E
-93.3
P/S
6.8
It's going to be another busy week. I'll be following everything you've posted here👍Markets are tight and a leg to move a few percent either way in a very short while.