Micron’s Ridiculously Cheap Stock Could Triple from Here, According to This Analyst’s Math
A D.A. Davidson analyst thinks investors aren’t properly appreciating the company’s growth potential or the impact of an upcoming buyback program.
InvestToRetire
- Posts · 153Posts · 153
- Following · 0Following · 0
- Followers · 0Followers · 0
- AgreeFour Semiconductor Stocks for 2030: Nvidia, Broadcom, Marvell or Micron?
Four Semiconductor Stocks for 2030: Nvidia, Broadcom, Marvell or Micron?
- AI both soft and physical is the future. Nvidia ecosystem is very much part of the future. Does any other company come close on an end to end?Nvidia CEO Jensen Huang Says Chip Shipments Next Year Will Be Double This Year’s
Nvidia CEO Jensen Huang Says Chip Shipments Next Year Will Be Double This Year’s
Nvidia Rises Over 2% After CEO Jensen Huang Said Chip Shipments Next Year Will Be Double This Year’s Level - $Microsoft(MSFT)$
has a higher credit rating than the US. Also the US bond yields are so high that I wonder if the bonds issued by companies like Meta would be bought. Why take risk with corporate bonds if US sovereign debt is safer and yields higher? If that happens how would hyper scalers scale? - I am expecting SPACEX to fall below 100 as the CapEx needed is a lot and don't think there is a clear idea on how much more money is needed. SpaceX also raised bonds yo get more money immediately after a expensive IPO launch. So until capex number seems to go down quarter over quarter and seems steady until then I think the stock will be choppy and I think will go below 100.SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
SpaceX Stock Falls 6% in Extended Trading as Its Capex Balloon to $18.4 Billion from $2.83 Billion a Year Earlier
UPDATE 4-SpaceX quarterly revenue jumps in debut results as satellite, AI businesses surgeAug 4 (Reuters)-SpaceXSPCX.Osaid on Tuesday that quarterly revenue nearly doubled and operating losses narrowe - Grab is doing well. It has started pilot for autonomous driving in Punggol. Driverless cabs soon across Singapore?Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
Singapore's Grab Lifts 2026 Revenue Forecast on Solid Delivery, Ride-Hailing Demand, Shares Rise 3% After-Hours
Singapore's $Grab(GRAB)$ raised its annual revenue forecast on Tuesday, betting on stronger demand for its ride-hailing and delivery services, helped by promotional offers and platform expansion... - Looks like Microsoft is going to spend on a need basis for it's business on AI unlike companies like Meta who spend then say we are going to lease out excess capacity. Microsoft is pragmatic. It's not saying it's not going to spend but see what it needs and go gradually.Microsoft Slowed Its AI Spending — and That Was the Bull Case
Microsoft Slowed Its AI Spending — and That Was the Bull Case
① THE FILTER — what we screened out, what we keptWe scanned 45+ analyst actions on MSFT from Feb–Aug 2026 (concentrated in the week after the July 29 print), plus the official results and the... - Fantastic.Wells Fargo Adjusts Price Target on Microsoft to $650 From $625, Maintains Overweight Rating
Wells Fargo Adjusts Price Target on Microsoft to $650 From $625, Maintains Overweight Rating
Microsoft (MSFT) has an average rating of buy and mean price target of $555.53, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks an
