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khaledbedier_
khaledbedier_
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Thursday 22 October 2026 15:44:30 GMT
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youssef_s10
Youssef :
2026-10-23 13:07:13
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2026-10-23 01:10:41
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💸 +$155K on Micron and I haven’t sold a share. Here’s some of the pros & cons: ‼️Everything expressed is for educational purposes only. Not Financial Advice. Do your own research and know what you own. Pros: 1. Continued visibility across the entire AI infrastructure stack on excellent earnings and confirmation of strong backlog demand 2. Hyperscalers are accelerating revenues and still signaling that spend will continue/increase 3. New rack architecture + HBM generation require more wafers - further constricting supply 4. China’s memory ramp will be servicing their own data center demand & is not on par with western HBM technology 5. Micron’s management just reaffirmed the shortage throughout 2027 4 days ago Risks: 1. Shadow inventory building up as hyperscalers / neoclouds overorder chips to secure supply while data center projects are experiencing hurdles becoming operational 2. Macro pressure (oil, inflation, warsh, midterms, yields) 3. Markets keep multiples towards the bearish cases where they expect this to be top of the cycle, and never rerate with earnings and growth flattening out - leaving less room for explosive upside targets #investing #stocks #micron
💸 +$155K on Micron and I haven’t sold a share. Here’s some of the pros & cons: ‼️Everything expressed is for educational purposes only. Not Financial Advice. Do your own research and know what you own. Pros: 1. Continued visibility across the entire AI infrastructure stack on excellent earnings and confirmation of strong backlog demand 2. Hyperscalers are accelerating revenues and still signaling that spend will continue/increase 3. New rack architecture + HBM generation require more wafers - further constricting supply 4. China’s memory ramp will be servicing their own data center demand & is not on par with western HBM technology 5. Micron’s management just reaffirmed the shortage throughout 2027 4 days ago Risks: 1. Shadow inventory building up as hyperscalers / neoclouds overorder chips to secure supply while data center projects are experiencing hurdles becoming operational 2. Macro pressure (oil, inflation, warsh, midterms, yields) 3. Markets keep multiples towards the bearish cases where they expect this to be top of the cycle, and never rerate with earnings and growth flattening out - leaving less room for explosive upside targets #investing #stocks #micron
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gửi đến cô gái của anh 🥺🥺@Bé Khờ_69❤
gửi đến cô gái của anh 🥺🥺@Bé Khờ_69❤


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