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⚡️Micron $MU price target raised to $1,750 from $600 at Susquehanna Susquehanna analyst Mehdi Hosseini raised the firm's price target on Micron to $1,750 from $600 and keeps a Positive rating on the shares. The firm's checks suggest Q2 DRAM average selling prices are trending to be up 50%-60% quarter-over-quarter, ahead of expectations of up 50%, while NAND ASPs are trending unchanged at up 75-100% quarter-over-quarter, reports the analyst, who is increasing estimates for memory manufacturers under coverage, driven by continued strength in blended ASPs and growing confidence in the sustainability of the margin profile.

SK하이닉스 추매3 온갖 악재로 세상 망할 것 같은 소리가 들려올때마다 즐거운 마음으로 추매 조정이 오면? 또 추매 1차 목표가 300만원 비중 축소 여부는 상황을 계속 점검하자 전쟁과 금리는 AI 대세 흐름과 메모리 병목을 잡아먹을수 없다 AI는 멀지 않은 미래에 B2B 중심으로 구독 서비스를 종료. 말 그대로 토큰 사용량에 따른 비용을 그대로 청구하고, 이는 하이퍼스케일러의 매출과 이익을 폭증시킨다 그로인해 메모리 반도체의 가치는 지속적, 구조적으로 올라갈 것이라 생각

FSD Supervised now approved in Estonia🇪🇪. Rollout will begin soon

The longer the base, the bigger the breakout especially when it comes to $TSLA. Over the past 5-6 years, Tesla has put their pedal to the metal on increasing their production capabilities to record new heights and it’s going to support their future growth tremendously. Energy production is increasing . Auto and semi production is increasing. Supercharger scale is increasing. Battery production is increasing. AI compute capabilities are increasing. Production capabilities for Optimus is increasing. Lithium refinery production capacity is increasing. Robotaxi (Cybercab) production is increasing. Cathode production is increasing. Solar production is increasing. Chip manufacturing is increasing. The point of the matter is, $TSLA is not slowing down one bit, they’re actually accelerating. They’ve been building and scaling while everyone has been hating.

블루 오리진 폭발영상 CG 아님 인명피해는 없다고 함 일론이 승승장구하니 쉬워보였지 로켓은 엄청 어려운 분야인듯

$MU $DRAM Micron, Samsung, and SK Hynix just became strategic infrastructure partners in Anthropic's $65 billion Series H round at a $965 billion valuation. Partners. Not vendors. 🔥

Micron $MU price target raised to $1,500 from $1,000 at DA Davidson DA Davidson raised the firm's price target on Micron to $1,500 from $1,000 and keeps a Buy rating on the shares. After comparing the CPU and memory markets across commodity nature, changes in value, lessons from previous cycle and competition, the analyst asks: "why do AMD and INTC trade at over 40x while MU is trading at 9x even after a big run?" Competition "may be where the advantage is most clearly for memory, contrary to conventional wisdom," the analyst tells investors. Micron, SK Hynix and Samsung have "almost the entire DRAM/HBM market and we are not aware of any competition coming," the analyst added.

韓国でも $MU へのUBSの評価が議論になっており いわゆる Micron 15x Rule を考慮すると サムスン電 80万ウォン Sk hynix 750万ウォン になり、それは現実的なのか？と専門家が述べています 私見では可能と判断します むしろその評価こそが妥当であり、さらなる上昇余地があると考えるのが自然です