
Fox team is heading out to retake the MU 1000 fortress. LFG!!!
MU 1000 EOW. F the 🌈 🐻.

MU 1000 EOW. F the 🌈 🐻.
NBIS just announced plans to raise $4.5B (convertible notes) to fund more AI/data center infrastructure. With their NVIDIA partnership targeting 5+ GW of NVIDIA systems by 2030, it seems like another bullish signal for Micron.
More NVIDIA systems = more HBM4 + server DRAM, and Micron is already producing HBM4.
Obviously this isn’t a direct $MU order, but how much do you guys think these neocloud buildouts (Nebius, CoreWeave, etc.) actually move the needle for Micron?
Could memory demand still be underestimated for 2027-28 from the expansion of these projects?
LFG!!! F the 🌈 🐻.
No news matters right now except macro related stuff. Iran war is a real thing, it has effects on the global market. SK Hynix announcing the buy back deal isn't news that matters if there are other global issues. As expected, it caused an uptick in the market only for us to go back down. What we need is for Trump to end this war Israel has us fighting. They are always up to no good. Disregard for human life, and disregard for our economy. They will use us and then trash us.
I‘m down a lot from many dumb investments. Hopefully this will be my comeback and not a dumb investment too🫣
Bullish 🚀
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>Marvell Technology said on Wednesday it has issued Alphabet's Google a warrant to buy a stake worth about $12.18 billion as part of a deal to help develop custom chips for the search giant. Shares of the custom chipmaker jumped more than 11% in premarket trading, while larger rival Broadcom was down over 3%.
>Demand for custom chips such as Google's tensor processing units (TPUs), used for AI workloads, has surged in recent years as businesses seek alternatives to Nvidia's pricey graphics processors.
>Marvell said it would develop AI inference accelerators, storage, networking and memory interface controllers and near-memory computing technologies for Google.
>In April, Broadcom signed a long-term agreement with Google to develop and supply future generations of custom AI chips and other components for the company's next-generation AI racks through 2031.
Positive signs for MU/memory as DRAM and HBM is needed for Google's growing TPU ecosystem too - MRVL design the physical onboard controllers for their chips which need memory and they work with MU as one of their close business partners to do this: Source (Reuters)
.. despite the fact that kospi ended in negative territory again today.
For once, we will probably benefit from a 00066 strategic move to up their share price.
Beijing permits small shipments to help leading tech groups in drive to catch up with US rivals
The Korean exchange had to be halted tonight due to stocks selling off. It’s down 6.3% so far. Doesn’t bode well for the memory stocks:
Once fully heal, we will retake 1K. F the 🐻.
Lmaooo, we good boys. Shes always wrong except her one hit wonder Tesla.
Is this just healthy profit-taking after the massive rally or is the market panic-selling just because Cramer told everyone it’s "not too late to buy" $MU?