MU — Micron Technology

Главное: рынок отыгрывает вчерашнее падение на фоне надежд на сильную отчетность Nvidia, при этом аналитики улучшают прогнозы по чипам и софту, но снижают по памяти и ритейлу, а политическое давление на дата-центры становится новым фактором риска

Главное из обзора аналитиков: инвестбанки повышают рейтинги и целевые цены по ряду технологических и промышленных компаний, выделяя NVIDIA, AMD и Netflix как ключевых бенефициаров роста, тогда как для SpaceX и Coinbase конкретных рекомендаций в статье не приводится, а оценки Moderna улучшены после волны пересмотров. Общий настрой позитивный, но точечные даунгрейды (Five Below) сдерживают энтузиазм, что в краткосрочной перспективе скорее нейтрально для рынка в целом.

Прогноз: акции Micron Technology (MU) взлетят после отчёта Nvidia (NVDA), поскольку рост капитальных расходов облачных гигантов (Microsoft, Amazon, Alphabet, Meta, Oracle) и дефицит HBM-памяти напрямую увеличат спрос на продукцию Micron. Ожидается, что сильный отчёт NVDA 26 августа подтвердит устойчивость всей AI-цепочки, сделав MU бенефициаром второго порядка из-за монопольного положения в сегменте high-bandwidth memory

Three years ago: $WMT — $52.12 → $103.70 → +98.9% $NBIS — $17.37 → $219.13 → +1161.6% $INTC — $19.44 → $90.07 → +363.3% $BABA — $66.47 → $119.34 → +79.5% $MU — $83.60 → $966.78 → +1055.9% $MRVL — $57.77 → $237.04 → +310.3% $NVDA — $50.50 → $214.72 → +325.3% $AVGO — $110.41 → $368.45 → +233.7% If you are not following us with notifications turned on, you might miss our next alerts. Тикеры: $AVGO, $BABA, $INTC, $MRVL, $MU, $NBIS, $NVDA, $WMT

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My August advice 21th: $BABA (Alibaba) — Don’t buy $SNDK (SanDisk) — Don’t buy $MRNA (Moderna) — Don’t buy $CRCL (Circle) — Buy at $78–$82 $SPCX (SpaceX) — Buy at $128–$133 $SKHY (SK hynix) — Buy at $153–$158 $MU (Micron Technologys) — Buy at $955–$963 Don't miss my next trade this week... 🤝 If you are not following us with notifications turned on, you might miss our next alerts. Тикеры: $BABA, $CRCL, $MRNA, $MU, $SKHY, $SNDK, $SPCX

I’ll only say this once. This might be the fastest way to hit $1 million by the end of 2026: $TSLA (Tesla) → $336 Must buy $SPCX (SpaceX) → $130 Must buy $NBIS (NEBIUS) → $213 Must buy $MSFT (Microsoft) → $473 Must buy $AVGO (Broadcom) → $358 Must buy $SHKY (SK hynix) → $155 Must buy $MU (Micron Technologys) → $965 Must buy I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free. NFA Тикеры: $AVGO, $MSFT, $MU, $NBIS, $SKHY, $SPCX, $TSLA

Because it is truly, truly important, I have to say it even a hundred million times. My August advice 20th: $PLTR (Palantir) — Don’t buy $SNDK (SanDisk) — Don’t buy $CRWV (CoreWeave) — Don’t buy $MSFT (Microsoft) — Buy at $470–$478 $AVGO (Broadcom) — Buy at $350–$358 $MU (Micron Technologys) — Buy at $945–$950 $MRVL (Marvell Technology) — Buy at $233–$238 I often get asked why I don’t turn this into paid content, but for me, sharing stock information is just a hobby. I’m not financially struggling, so I choose to share it for free. Тикеры: $AVGO, $CRWV, $MRVL, $MSFT, $MU, $PLTR, $SNDK

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I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My August advice 19th: $LITE (Lumentum) — Don’t buy $MRNA (Moderna) — Don’t buy $META (Meta Platforms)) — Don’t buy $TSLA (Tesla) — Buy at $330–$335 $SPCX (SpaceX) — Buy at $135–$140 $NBIS (NEBIUS) — Buy at $233–$240 $MU (Micron Technologys) — Buy at $940–$945 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre. Тикеры: $LITE, $META, $MRNA, $MU, $NBIS, $SPCX, $TSLA

I’m 60 years old and retired from JPMorgan. My monthly income is $105,000. My August advice 18th: $AAPL (Apple) — Don’t buy $SNDK (SanDisk) — Don’t buy $META (Meta Platforms)) — Don’t buy $NVDA (Nvidia) — Buy at $215–$223 $SPCX (SpaceX) — Buy at $135–$140 $SPCX (SpaceX) — Buy at $155–$160 $MU (Micron Technologys) — Buy at $945–$952 People ask, Why don’t you charge? I’ve made enough. Sharing is my passion ,that’s why I post for fre. Тикеры: $AAPL, $META, $MU, $NVDA, $SNDK, $SPCX