MICRON TECHNOLOGY WKN: 869020 ISIN: US5951121038 Forum: Aktien Thema: Hauptdiskussion

Schadenfrohe Menschen sind unzufriedene Menschen! Armes Würstchen, denke drüber nach 😉

Bei 311 steigt sie wieder .

die Aktie wird nicht ewig so weiter fallen - dazu ist sie fundamental wie auch bezogen auf den Ausblick einfach zu interessant, partizipiert überproportional in der KI Branche am Expansionstrend und ist mit einem KGV von gerade einmal 6,8 historisch günstig - insbesondere im Branchenvergleich geradezu ein Schnäppchen.

Trotzdem erstaunlich bei einem Short interest von 2,6 % dass es gelingt die Aktie über so viele Tage so krass auch gegen den Markt zu drücken. Verstehe ich nicht.

€ oder $?

Yap)) mir fallen gerade keine Earnings ein, die nicht abverkauft wurden)) Was früher für mega Anstiege gesorgt hätte, ist heute zu wenig

https://www.fool.com/investing/2026/03/25/3-reasons-why-micron-is-a-brilliant-stock-to-buy/ Memory chip prices are pushing Micron's business higher. Key Points Micron Technology is growing revenue at a rapid pace now. Demand for memory chips isn't expected to fall anytime soon. But investors should recognize the industry's cyclicality. One of the newest artificial intelligence (AI) stars is Micron Technology, but if you have been following this industry for a while, this should come as no surprise. Micron's stock is up an incredible 335% over the past year, but with the way AI demand is heading, this could be just the start. I think Micron is a solid stock to buy today, but there are a few items investors must keep track of as well. 1. Memory demand for data centers is only going to continue rising Micron makes memory chips, which are utilized in nearly every electronic device, and data center computing devices are no exception. Unlike logic chips, there isn't a ton that separates the competition from one another, which makes memory chips a commoditized product. This means prices rise and fall based on demand. With the AI build-out hitting full stride, memory chip demand has exploded, causing memory chip prices to soar. With essentially all of the production capacity for memory chips being spoken for, Micron is experiencing huge demand and soaring prices, a one-two punch of success for the company. At the start of 2025, the market for high-bandwidth memory (HBM, the primary type used in AI computing) was about $35 billion. By 2028, the company expects it to be $100 billion -- and that's just the beginning. Several projections estimate data center spending will grow through 2030, so demand for HBM could be even higher by 2030. This would lead to several years of impressive growth for Micron, making the stock a compelling buy. 2. Micron's results are unbelievable Micron recently reported its financial results for the second quarter of fiscal 2026, which ended Feb. 26. Revenue rose to $23.9 billion. The incredible thing about this is that it was just $13.6 billion last quarter. The company expects to add another $10 billion next quarter, with Q3 guidance coming in around $33.5 billion. Demand for memory is booming, and Micron is clearly benefiting. But demand is also pushing its gross margin higher. As demand for memory chips grows, so does the price Micron can charge for them. This is pushing Micron's margins to recent highs. 3. Micron's stock looks cheap, but it's cyclical All of this adds up to a company that looks like a genius investment, but there is one thing investors must keep in mind: Despite Micron's revenue rapidly rising and profit levels hitting new highs, the stock trades for just 7.7 times forward earnings. Why is that? Well, it all has to do with the cyclical nature of Micron's business. Memory chip prices rise and fall based on demand. When demand is high, times are good, and Micron makes a huge profit. When demand is low, Micron isn't a great investment, as it's just waiting for the next cycle. Investors must understand how long this cycle will last -- a near-impossible task. If demand for memory chips stays high over the next five years, Micron is a great stock to consider buying now. If the memory demand wave is set to wrap up in the next few months, it's best to avoid Micron's stock. There are several indications that memory chip supply will remain crunched for several years, which bodes well for a Micron investment. I think investors are OK to invest in Micron's stock if they understand the cyclical nature of the business and sell it once they see signs of demand easing. If you're more of a set-it-and-forget-it investor, Micron's stock isn't the best for you, as the tides could turn quickly, leaving investors wishing they had sold earlier.

Gewinne ohne Ende

Short ist Meeeegaaaaaa 😂

Insolvenz

Ist Micron kaputt ?

Micron ist das perfekte Beispiel dafür, wie krank der Markt inzwischen ist. Erwartungen pulverisiert und für die Investitionspläne jetzt den fünften Tag infolge abgestraft. Der Markt erwartet zweistellige Zuwächse, aber doch bitte ohne Investitionen!

Ein Mini Plus, genießt den Anblick, ab Mittag geht’s wieder in den roten Bereich und die Amis schicken das Teil unter die 330€ heut

Du hast ein Short und fragst ob es unter 300€ geht? Haste mal richtig entscheiden Long oder Short. Casino royal 🐒

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