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All Of The Grants Given By The U.S. CHIPS Act
Article By:
Jeff Desjardins
Saturday, April 27, 2024 8:24 AM EDT
The CHIPS Act is a federal statute signed into law by President Biden earlier this month, that authorizes $280 billion in new funding to boost domestic research and manufacturing of semiconductors.
All 7 AI Category Portfolios Continued To Decline This Week
Article By:
Lorimer Wilson
Saturday, April 20, 2024 7:00 PM EDT
All 54 AI stocks in the 7 AI category portfolios dropped this week, down 8.4%, on average, making it clear that the surge in the AI sector that began back on October 31st is over.
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.