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Tuesday Talk: April Is The Cruelest Month?
Article By:
David Marshall
Tuesday, April 2, 2024 8:25 AM EDT
At least that is what the poet T.S. Eliot wrote in the opening line of his well-known poem, "The Wasteland". With all the chatter about an April correction it might be, but traditionally April is one of the strongest months for the stock market.
Tuesday Talk: Big-Tech Under Attack
Article By:
David Marshall
Tuesday, March 26, 2024 5:20 AM EDT
On Thursday the Justice Dept. filed an antitrust suit against Apple. The suit joins two others already filed against Google. How much this will affect the market in the long run is up for grabs.
Looking For The Right Time To Buy Micron
Good read. I think a lot of the negative hype surrounding $MU and the #tradewar ware overblown. China makes up a tiny fraction of #Micron's revenue.
5 Semiconductors: Value Stocks Or Traps?
I thought the reason Micron is "dirt cheap" is because of the talks that China may ban them. Wouldn't buying $MU be very risky?
Tech Stocks: More Risk For Earnings Season?
I had read somewhere here that #Micron's actual sales in China were miniscule and not likely to impact the $MU much. Is that true?
Micron Technology - Extremely Cyclical And Hard To Predict
I have to agree. #Micron is getting some bad press because of China banning them as a result of the #tradewar. But that accounts for only 1% of $MU's profits. That makes Micron a tremendous buy opportunity. Learn more from the company's recent Investor & Analyst event:
files.shareholder.com/.../...ck_Corrected_5-26.PDF
Micron Slides As Peer Gets Downgraded, Morgan Stanley Voices Tariff Concerns
Here we go again with market geniuses undermining a $MU valuation on speculative theories and biased opinions.
"It's Time To Get Defensive": Morgan Stanley Downgrades Tech Stocks To Sell
Scary! You should add #Micron to the list. China just banned their chips in retaliation for #Trump's #tariffs. Half of $MU's sales are to China:
www.talkmarkets.com/.../china-bans-micron-chips-trade-war-accelerates
China Bans Micron Chips: Trade War Accelerates
Hi Mish, I'm a fan but I think this is a misleading headline. China did not ban all #Micron chips. Only what amounts to a small percentage of their profits. $MU
Ignore Apple Inc., Here Is The Secret To Imitating David Einhorn
People like Einhorm are likely the reason behind Micron's erratic behavior. He sees value in $MU and has the muscle to game it.