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Lewis Hurst

    • Lewis HurstLewis Hurst
      ·14:14
      It's possible that companies providing AI solutions will take the business from those who aren't. I'm not sure how well Amazon's AI solutions stack up to say, Microsoft who have integrated AI through their extensive software suites such as the Power Platform and M365. That said, I've not read up much on Amazon, nor have i stayed across their cloud solutions. Maybe someone could elucidate me.

      Here’s How Amazon’s Stock Could Nearly Double by the End of Next Year, According to Morgan Stanley

      Amazon is very far from its goal of achieving $1 trillion in cloud revenue, but it could deliver handsome returns for investors as it pursues that target, an analyst notes.
      Here’s How Amazon’s Stock Could Nearly Double by the End of Next Year, According to Morgan Stanley
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    • Lewis HurstLewis Hurst
      ·08-06
      Mu is currently just below 900 a share. Is this old news?

      24H | Chip, Storage Shares Fall. Western Digital Down 12%; SanDisk Down over 8%; SK Hynix, SOXL Down over 4%; UMC, Micron Down Around 3%

      Chip, storage shares continued to fall in overnight trading. Western Digital down 12%; SanDisk down over 8%; SK Hynix, SOXL down over 4%; UMC, Micron down around 3%.
      24H | Chip, Storage Shares Fall. Western Digital Down 12%; SanDisk Down over 8%; SK Hynix, SOXL Down over 4%; UMC, Micron Down Around 3%
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    • Lewis HurstLewis Hurst
      ·08-05
      It's important to understand that the Chinese can't build hbm required for ai. Also their memory chips are significantly physically larger than the rest of the industry, so that's a "big" problem for then

      Micron Stock Rises as it Gains Memory-Chip Share. It's not All Good News

      $Micron Technology(MU)$ stock rose on Tuesday. The company is gaining market share in the memory-chip business but the threat from a Chinese rival is also increasing.The shares finished up 7.6%, at...
      Micron Stock Rises as it Gains Memory-Chip Share. It's not All Good News
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    • Lewis HurstLewis Hurst
      ·07-20
      Feels like there's a massive amount of manipulation in this stock. The fact that a lot of stuff usually happens outside of trading hours is suspicious.

      Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds

      Micron Technology's stock surged 5.00% during Friday's intraday trading, marking a notable rebound amid recent volatility in the semiconductor sector.The rally was fueled by renewed optimism...
      Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds
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    • Lewis HurstLewis Hurst
      ·07-17
      Kaz, the magnificent 7 is a collection of stocks including Google apple, etc...

      The U.S. Stock Market is Looking Like a Rubber Band Ready to Snap

      The S&P 500 has been treading water for more than a month now, but beneath the surface volatility has been bubbling upThe spread between two important gauges of implied volatility has expanded to its widest level on record. Is something about to snap?
      The U.S. Stock Market is Looking Like a Rubber Band Ready to Snap
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    • Lewis HurstLewis Hurst
      ·07-14
      "...spending shifts toward supply-constrained hardware..." This sounds like fancy-talk for increased spending on memory.

      IBM Plunges on Earnings Miss, HSBC Downgrade and AI Competitive Pressure

      $IBM(IBM)$'s stock tumbled 16.5% in pre-market trading on Tuesday, following the release of disappointing preliminary second-quarter financial results and a significant analyst downgrade.The...
      IBM Plunges on Earnings Miss, HSBC Downgrade and AI Competitive Pressure
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    • Lewis HurstLewis Hurst
      ·07-09
      $168
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    • Lewis HurstLewis Hurst
      ·06-12
      I'll wait for the official Lego video before I believe any of it 🫠

      Iran Says No Final Decision Made on Deal That Trump Hopes Could Be Signed Soon

      President Donald Trump on Thursday said the United States and Iran could sign a ​peace deal as soon as this weekend that would reopen the Strait of Hormuz to shipping, but Iran countered that it had...
      Iran Says No Final Decision Made on Deal That Trump Hopes Could Be Signed Soon
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    • Lewis HurstLewis Hurst
      ·06-09
      It doesn't mean that Nvidia will use sk hynix instead of micron. Considering that they partnered to endeavor to alleviate the memory supply pressure, why would they then simultaneously create a single point reliance and choose to limit their supply? I'm other words, micron is still required in its full capacity.

      Why Micron Stock Is Rising After Rival SK Hynix's Fresh Deal with Nvidia

      Micron Technology is bouncing back from last week's selloff, shrugging off the news that memory-chip rival $SK Hynix(HXSCL)$ is expanding its work with major customer $Nvidia(NVDA)$.Micron shares...
      Why Micron Stock Is Rising After Rival SK Hynix's Fresh Deal with Nvidia
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    • Lewis HurstLewis Hurst
      ·06-03
      +1.78% is considered a negative day for Micron investors 🙃

      Chip Stocks Mixed With Navitas up 24%, Marvell up 7%, Intel up 6%, Micron and Nvidia Down 1%

      Chip stocks mixed in morning trading. $Navitas Semiconductor(NVTS)$ rose 24%; $Marvell Technology(MRVL)$ rose 7%; $Intel(INTC)$ rose 6%; $Western Digital(WDC)$ rose 5%; $Direxion Daily Semiconductors Bull 3x Shares(SOXL)$ rose 4%; $AMD(AMD)$ rose 2%; while $Micron(MU)$ and $Nvidia(NVDA)$ fell 1%. .
      Chip Stocks Mixed With Navitas up 24%, Marvell up 7%, Intel up 6%, Micron and Nvidia Down 1%
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