المنشور
IBRAHIM!!
$MU at roughly 6× earnings suggests the market may still be treating Micron as a peak-cycle AI memory play rather than a potentially extended upcycle. 📈
Strategic customer agreements, strong HBM demand from $NVDA, $AMD and custom accelerators, plus limited new capacity until 2028 could keep supply tight.
If earnings remain resilient, the current valuation could leave room for further re-rating. 👀
#OctoberRateHikeOdds
#MicronEarningsAhead
#US30YYieldBreaks5.6%
إخلاء المسؤولية: يُقدَّم محتوى OKX Orbit لأغراض إرشادية فقط. اعرف المزيد
الردود
لا تعليقات حتى الآن. كُن أول من يرد!
العملات الرقمية الرائجة
BTC/USDTBitcoin
$84,878.5+0.01%
ETH/USDTEthereum
$2,702.82+0.01%
CT/USDTConcrete
$0.494+0.02%
الموضوعات الرائجة في السوق اليوم
1#RateHikeDelayedJobsNext
الأكثر تداولاً
2#BTCInflowETHOutflow
3#USTreasuryYieldsClimb