Who are microns biggest competitors and what is its market share and does it expect to take more share off its biggest rivals ? Is Nvidia only relying on Microns' HMBs or are there any other beneficiaries also involved here ?
They were saying this a year ago, are they selling more product than ever, or as they've done in the past are the holding product back to have greater margin?
Holding MU at a paper loss. I like their AI growth story, if the consumer side picks up in 2025 this stock should do very well. Wondering if I should sell before the YE to harvest tax loss, then buy back before the next earnings. But many others probably thinking the same, so may go up in Jan anyways :-)
Micron $MU expects the HBM market to expand dramatically through 2030: management sees the market growing from $16B in 2024 to $64B in 2028 and reaching $100B by 2030.
All this and their forward PE is dirt cheap. I'm always very worried when a stock looks too good to be true. I'm nervous but it's quickly becoming one of my largest positions going into next year and beyond.
My present to all of you this year is to invest just a little into blue sky uranium. Check about the latest interviews, and check for yourself. That’s my present 🎁
I had a really good experience with Verizon last week and he answered the call stating hs name and that rho was in Colorado. He was really good. I asked him if he was Ai and told him AI might take over his job. However, I liked speaking to a person.
Merry Christmas Parkev! 🎄 We appreciate you!
Great video! Can you please do a video on TSM and/or compare it to other semiconductors like AMD and AVGO?
Merry Christmas, Parkev, to you and family.
Happy Holidays, Parkev! I enjoy your video analysis.
Thank you Parkev, Merry Christmas to you and your family 🎉🌲😊
So all in micron?
Who are microns biggest competitors and what is its market share and does it expect to take more share off its biggest rivals ? Is Nvidia only relying on Microns' HMBs or are there any other beneficiaries also involved here ?
SK Hyinx, Samsung
They were saying this a year ago, are they selling more product than ever, or as they've done in the past are the holding product back to have greater margin?
Dr. Can you cover Zeta ?
Happy Christmas professors🎄，thanks for the great video 🎉❤
Holding MU at a paper loss. I like their AI growth story, if the consumer side picks up in 2025 this stock should do very well. Wondering if I should sell before the YE to harvest tax loss, then buy back before the next earnings. But many others probably thinking the same, so may go up in Jan anyways :-)
Nice as always Park. Lets do a comparison for 2025 between microstrategy and bitcoin maybe ?
I have a one ur leaps on this I'm chilling
Happy Holidays professor! Thank you for your videos
Happy holidays!
Micron $MU expects the HBM market to expand dramatically through 2030: management sees the market growing from $16B in 2024 to $64B in 2028 and reaching $100B by 2030.
All this and their forward PE is dirt cheap. I'm always very worried when a stock looks too good to be true. I'm nervous but it's quickly becoming one of my largest positions going into next year and beyond.
Good point
My present to all of you this year is to invest just a little into blue sky uranium. Check about the latest interviews, and check for yourself. That’s my present 🎁
I had a really good experience with Verizon last week and he answered the call stating hs name and that rho was in Colorado. He was really good. I asked him if he was Ai and told him AI might take over his job. However, I liked speaking to a person.
Hi! Thanks for your video on vrar. I invested in them and can see the incredible potential for growth. Much appreciated 🙏🤗🥰