CayChan
CayChan
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avatarCayChan
12-19 15:09
$Micron Technology(MU)$   Major themes: Micron beat EPS & revenue expectations, provided strong guidance, and analysts have responded with multiple price-target raises and rating changes, especially on AI/HBM demand drivers. ⸻ 🧠 1. Current Consensus & Ratings Analyst Consensus • Consensus Rating: Buy • Consensus Price Target: ~$288 (with a wide range) • High Target: up to $500 • Low Target: around $150  Interpretation: Most analysts see upside potential from current trading levels, though targets vary widely due to differing assumptions about memory pricing and supply cycles. ⸻ 📈 2. Recent Upgrades & Bullish Calls 🔹 BofA Securities • Upgraded from Neutral to Buy • Raised target to $300 • Cited strong
avatarCayChan
12-20 00:21
Is Micron the Next Nvidia? A Deep Comparative Analysis (2025) 1. What Made Nvidia Nvidia 1.1. The AI Revolution and Nvidia’s Dominance Over the past decade, Nvidia (NVDA) transformed from a graphics card maker into the primary engine of generative AI and large-scale data-center computing. Its GPUs (Graphics Processing Units), especially the H100 and Blackwell architectures, became the standard for training and running advanced AI models. This leadership delivered: • Explosive revenue growth — including data-center revenues that often exceed tens of billions per quarter • A dominant ecosystem (CUDA + hardware + software) • High profit margins thanks to pricing power and scaling demand Nvidia’s rise wasn’t just financial — it reshaped computing itself. Its chips are embedded in cloud platfor
avatarCayChan
12-20 00:24
Does SLV hit a record high today? • SLV’s 52-week high is about $60.97 (near current levels) — this was reached recently during the ongoing rally.  • Current price (~$60.97) is very close to that recent high but not decisively above it based on current data.  What’s really at a record high? The underlying price of silver itself has been hitting fresh record levels this week: • Silver has surged well past previous highs, topping $65-$66+ per ounce recently — a new all-time high for the metal.  • This surge reflects strong industrial demand, tight supply, and macroeconomic conditions driving precious metals.  Because SLV tracks silver’s price, its ETF price moves with those gains — but the ETF price itself doesn’t always exactly match every silver record level due to timing, holding
avatarCayChan
12-19 15:06
1) Current Market Momentum (Bullish Signals) Soft Inflation & Fed Rate Outlook • U.S. CPI inflation data came in lower than expected, easing concerns about prolonged higher rates. This sparked rally action in stocks including the S&P 500.  • Softer inflation strengthens the case for rate cuts next year, which historically supports equities as borrowing costs fall and valuations expand.  Recent Market Gains • Major U.S. indices — including the S&P 500 — ended sharply higher recently, snapping multi-day losing streaks.  • Asian markets are advancing, reflecting global risk appetite; this often correlates with U.S. strength.  Seasonal & Strategic Optimism • Analysts at Goldman Sachs point to a historically bullish late-December effect with gains often clustered in this per
avatarCayChan
12-18 19:42
Waiting to pick up at $150
Nvidia Director Harvey Jones Sells $44 Million in Shares Held for over Three Decades
avatarCayChan
12-18 05:21
Good analysis 
Stock Track | iShares Silver Trust Soars 5.01% as Silver Hits Record High Amid Fed Rate Cut Signals
avatarCayChan
12-01
ai and tech always in the same page. 
Pre-Bell | U.S. Futures Dip; Nvidia Falls 2%; Crypto Stocks Sink; Coupang Drops 6%; Canadian Solar Jumps 13%
avatarCayChan
12-05
$iShares Silver Trust(SLV)$  got picked up at 51.25 but today's market is not ready to break record
avatarCayChan
12-04
Price is still a bargain at this point.  My take (but no guarantee) Overall, yes — I think there’s a reasonable case that now can be a decent time to buy SLV, if you’re comfortable with volatility and view it as a long-term investment. The dual demand (industrial + safe-haven) and supply constraints provide a good structural backdrop. That said, if you are more conservative, it might make sense to wait for a dip or scale in gradually rather than invest a lump sum immediately.
avatarCayChan
12-02
Could be better
US Manufacturing Slump Deepens in November

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