Bought this one recently, based in part on your analysis. Thank you. Iwill not only hold it but will add to my position if it dips.
@woodystefeneylee72902 күн бұрын
I will purchase your book today ! Thank you ! Happy new year 🎊
@parkevtatevosiancfa95442 күн бұрын
Hope you enjoy it!
@gurdavbains33612 күн бұрын
Thank you, Parkev
@parkevtatevosiancfa95442 күн бұрын
Welcome!
@Fredieprayla2 күн бұрын
I had opened a small position and had been buying the dips
@woodystefeneylee72902 күн бұрын
Okay!! Just downloaded your book !!! 64 pages ..i'm reading
@parkevtatevosiancfa95442 күн бұрын
Alright! hope you enjoy it.
@woodystefeneylee72902 күн бұрын
I like the way you sharing the information based on the fact and numbers. Not just pumping blood with no fear 😂 and quietly move on with no sham😂
@predragstojanovic37712 күн бұрын
thank you Parkev, Happy New Year!
@parkevtatevosiancfa95442 күн бұрын
Happy new year!
@Hazel667812 күн бұрын
In your opinion, which is a better buy, MU or AMD?
@madelinvazquez6603Күн бұрын
Thank you! Happy New Year! Could you please analyze VST and POWL for 2025?
@parkevtatevosiancfa9544Күн бұрын
Happy new year!
@armenmirzoyan74082 күн бұрын
Thanks for video. Very interesting
@parkevtatevosiancfa95442 күн бұрын
Glad you enjoyed it
@noneofya27392 күн бұрын
Please revisit AMD and give us your analysis that we’re past the tax harvest.
@tommytinkler17082 күн бұрын
I have this one as a buy in the 70s then hold until the next cycle and a new high comes in again. Could get greedy even and see it in the 60s.
@mariocabella54762 күн бұрын
The fly in the soup for MU is its 27% export to China. What about that? On the other hand Rosenblatt puts PT $250 for MU next 12 months. What about that?
@zombeister2 күн бұрын
If the import tariffs come through, MU will benefit largly as companies will more likely approach MU than Samsung or SK Hynix.
@lucamusso5582 күн бұрын
Could you please analyze Applovin for 2025?🎉
@phvaessenКүн бұрын
HBM3 have much better margins, and only two suppliers (Micron & SK Hynix) in a fast growing AI Data center market. The regular PC DRAM market might also enter an upward trend in 2025.
@parkevtatevosiancfa9544Күн бұрын
Always appreciate your helpful comments.
@mandeep90913 күн бұрын
JUST BOUGHT YOUR BOOK. THANK YOU
@woodystefeneylee72902 күн бұрын
How's the book? 📚
@problemslayer353814 сағат бұрын
Your pushing out a lot of videos on micron. A lot
@hooskerdu12 күн бұрын
This would have to get down to $50 before I would even think of buying this dog of a stock.
@westcoasteventsandmarketin1473 күн бұрын
I first bought at $140 and been buying more now my average is $111 and will continue to add to my position at price below $90/share
@darrenhere58562 күн бұрын
same, but i will be "happy" in 1-3 years, and will generate income with CC along the way.
@GauravSingh-fw2xf2 күн бұрын
Micron is not doing something ground breaking , sure they have economy of scale , their product is sort of good to have , folks won't miss if there data centres/ devices don't have micron dram or something else. No one looks benefits from electronics at that micro level hardware, as far as ledger is considered they have bigger things to fry , than worry about about some memory dram or something whose benefits are not tangible Enough to make dent
@darrenhere58562 күн бұрын
generally correct but power and efficiency in HBM is moving fast and i dare say MU is pushing the number 1 in the field, advancement wise. if you couple this with a consumer device market that will eventually turn around you have some good tail winds.
@GauravSingh-fw2xf2 күн бұрын
@darrenhere5856 my real conundrum is how to measure tangible benefit from consumer perspective in ai data centres and with such huge margin that they will prioritize MU and not it's competition. But I doubt they have bandwidth to go that level, they first need to find ai offering that carves exclusive space for them I feel it will come down to efficiency along with price war. Just like how AWS compute instances with their home grown graviton chip is eating market of the same with Intel chips . They are doing so by pricing it less and with better performance and consumer are preferring AWS compute with graviton giving economy of scale
@CamPalesse2 күн бұрын
@@GauravSingh-fw2xfwhat do suspect price will go to, you think the company will be a negative on the year after having a negative year?
@darrenhere58562 күн бұрын
@@GauravSingh-fw2xf not sure i follow you.. i am a little slow... MU HBM chips can go in any GPU/CPU whether its NVDA AMD or ASIC. consumers using AI from a CSP dont care what kind of memory chips their compute services are using. the CSP's do because there is a difference in power consumption. but yes it will come down to efficiency and pricing in the end, but in the meantime their HBM for 25 is sold out due to supply restraints, and they fact that edge products are going to be refreshed at some point is also a tailwind and shores up pricing. its still a very cyclical business, but the HBM elongates and smooths out the amplitudes of the cyclicality. in my opinion.. best of luck to you !!