Postingan
IBRAHIM!!
$MU at roughly 6× earnings suggests the market may still be treating Micron as a peak-cycle AI memory play rather than a potentially extended upcycle. 📈
Strategic customer agreements, strong HBM demand from $NVDA, $AMD and custom accelerators, plus limited new capacity until 2028 could keep supply tight.
If earnings remain resilient, the current valuation could leave room for further re-rating. 👀
#OctoberRateHikeOdds
#MicronEarningsAhead
#US30YYieldBreaks5.6%
Penafian: Konten OKX Orbit ini hanya disediakan untuk tujuan informasi. Selengkapnya
Balasan
Belum ada komentar. Jadilah yang pertama membalas!
Kripto Trending
BTC/USDTBitcoin
$84.824,6+0,00%
ETH/USDTEthereum
$2.681,81+0,00%
UNI/USDTUniswap
$9,01+0,00%
Berita pasar hari ini
1#USNFPDataCools
Populer
2#BTCETHETFOutflows
3#G7OilReserveRelease
