bearish

Micron Earnings - What to Expect

Jim has highlighted this Insight as a Top Pick
261 Views26 Jun 2024 06:09
​Micron will highlight AI strength & HBM in its earnings call, but double-ordering could soon lead to a market collapse. Semiconductor market revenues have leveled off since December.
What is covered in the Full Insight:
  • AI and HBM Angle
  • Semiconductor Market Angle
  • The 'Trillion Dollar' Spin
  • Micron's Recent Performance
  • Future Market Expectations
SUMMARY
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Jim Handy
Semiconductors, Memory and SSDs Specialist
Objective Analysis
Information TechnologyThematic (Sector/Industry)Equity Bottom-Up
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