# Analyst Commentary Supporting a Prolonged Micron Upcycle * **TD Cowen (Krish Sankar):**“The role of memory in AI is structural, not cyclical.” * **RBC Capital Markets (Srini Pajjuri):**“Five to six more quarters” of DRAM upcycle remain. * **Deutsche Bank (Melissa …
Idk what to do anymore, everyday my MU gains are cancelled out by how poorly rdw, rklb, and asts are doing. I’m considering selling and putting the money into a mu dip? it just sucks making all this money on …
I have a Trading 212 pie with multiple stocks and it’s currently doing well (+11.32% overall). I’m up about €423 in profit right now. I was thinking about selling just the profit part (so not my original investment) and then …
TL/DR: EVgo represents a leveraged play in the EV / autonomous driving markets. The insanely high switching costs gives this company a moat that rivals that of enterprise SaaS in the 2000s and 2010s. In my opinion, their partnership and …
ACN stock down almost 20% premarket today after earnings report. I am not an investor in this company but been eyeing it as it has been dropping past year and valuation looked tempting. I am glad I didn't pull the …
The dot-com bubble did burst. And everything in it (large companies like Microsoft at least) grew exponentially afterwards (and a lot of smaller companies couldn't compete and died off). I believe that unless you are nearing retirement, the AI bubble …
**Takeaways by Bloomberg AI** * BWX Technologies Inc. has struck a deal to license its design for a small modular reactor after activist investor Ananym Capital Management pushed the company to consider commercializing it. * Applied Atomics has entered a …
I have been thinking about something that probably happens to a lot of people who trade. You look at the chart, the indicators, the volume, the news, the setup, everything. The data says one thing, your gut says something else, …
Hi redditors I am very interested in knowing basically why Nike such a strong and solid shoes and sports company, the stock price is falling since 2021 until now? If you see the chart since IPO in about 1981 until …
This is the daily discussion, so anything stocks related is fine, but the theme for today is on stock options, but if options aren't your thing then just ignore the theme. Some helpful day to day links, including news: * …