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- This is a great buying opportunity. The potential of HBM is going to be a game changer for Micron with it being potentially capable of surpassing the entire DRAM revenue of today. The current consumer weakness is presenting a perfect opportunity to add on further position in MU as the consumer market is expected to recover in the second half of 2025, with Microsoft'S end of life support for Windows 10 and the uptick in demand for AIPC as we see more and more AI use case being made available to consumer. Apart from the consumer market, NVIDIA B200 and GB200 platforms have designed in Micron's HBM product into the platforms. This is expected to ramp up even further with the expected increasing maturitt and shipment volume of Nvidia B200 and GB200 As such, Micron's current predicSorry, this post has been deleted
- DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU.Sorry, this post has been deleted
- Don't worry the demand is very high. it's going to be difficult to contain the demand and there is always going to be alternative channel to ship the GPUs. This is a good opportunity to do some bargain hunting.Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China
Nvidia Stock Falls Amid Report of U.S. Extending Cap on AI Chip Exports Beyond China
Nvidia stock was falling Tuesday. The chip maker may face more limitations on exports of its advanced artificial intelligence chips.U.S. government officials have discussed capping sales of advanced AI chips from the U.S. to certain countries, Bloomberg reported, citing people familiar with the matter. That could affect both Nvidia and rival chip maker Advanced Micro Devices.Nvidia shares were down 1.3% at $135.90 in premarket trading. The stock closed at a record high on Monday at $138.07.Deliberations are in early stages and remain fluid, according to the report.Limiting sales to specific countries would tighten restrictions that initially targeted China and its ambitions to advance in artificial intelligence, which the U.S. considers a security risk.The Biden administration has already restricted AI chip exports to more than 40 countries in the Middle East, Africa, and Asia over fears they could be diverted to China, the report said.Nvidia and AMD didn't immediately respond to a req - Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments.Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others
Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others
Nvidia stock was falling sharply early on Monday. The chip maker is being hit by fears about economic growth and the production of its next-generation artificial-intelligence processors.Among other chip makers, Advanced Micro Devices was down 2.8% and Broadcom was falling 5.6% in premarket trading. Server maker Super Micro Computer was dropping 6.5%.However, Nvidia's particularly sharp move could be partially due to a report that volume shipments of its next-generation Blackwell B200 chip would be delayed by around three months, from technology-focused news outlet The Information.As Barron's has calculated, such a delay could cause a few billion dollars in revenue for Nvidia to arrive in early 2025 rather than late 2024. Nvidia said production is still on track to increase in the second half of the year but declined to comment specifically on the report."We believe Nvidia could be prioritizing CoWoS-L's tight capacity to B200, which has higher value for the GB200 superchip...this may - This is a good opportunity to stock up for the big uptick in 2025Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
Semiconductor Stocks Drop as US Floats Tougher Trade Curbs in Chip Crackdown on China
The Biden administration, facing pushback to its chip crackdown on China, has told allies that it’s considering using the most severe trade restrictions available if companies such as Tokyo Electron L - We are still early in the AI revolution with a large number of corporation still in the early phase of adoption. With the significant competitive advantage and strong ecosystem that NVidia has built up, there is definitely still room to grow for NVidia. Blackwell is coming in 2H24 and this is going to add another boost to the already impressive portfolio.Sorry, this post has been deleted
- Share your opinion about this news…Micron (MU): New Buy Recommendation for This Technology Giant
Micron (MU): New Buy Recommendation for This Technology Giant
Bernstein analyst Stacy Rasgon maintained a Buy rating on Micron (MU – Research Report) yesterday and set a price target of $85.00. The company’s s... - Definitely still a buy while it's still at an attractive price point. The technology is there for further proliferation into the AI realmAMD's Outlook on AI Chips Was Just OK - Is the Stock Still a Buy?
AMD's Outlook on AI Chips Was Just OK - Is the Stock Still a Buy?
It's going to take more time than some investors expected for AMD to "catch up" to Nvidia.
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