Scorpi18 | Market Insights
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Insights and analysis of the global financial market by investment advisor Sergio Shalamov.

Note: This is not an investment advice.

Chat for investors: https://t.me/+lLbjdcohKhc5MDBi

Contact: @invoyager

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⚡️🇺🇸#MU #report
Micron Q3 Earnings:
- Adj EPS $2.59 (est $2.45)
- Adj Rev $8.64B (est $8.64B)
- Cash Flow From Ops $3.84B (est $4.42B)
- See’s Q4 Adj EPS $1.43 To $1.83 (est $2.57)
- See’s Q4 Adj Rev $6.8B To $7.6B (est $9.14B)
⚠️🇺🇸🇨🇳#chip #china #us #rival
US is considering limiting shipments of American chipmaking equipment to memory chip makers in China - RTRS

#WDC #MU
💥🇺🇸#MU #chip #us #capex
Micron announces $40B investment in leading-edge memory manufacturing in the US. With the anticipated grants and credits made possible by the CHIPS and Science Act

This investment will enable the world's most advanced memory manufacturing in America. Micron expects to begin production in the second half of the decade, ramping overall supply in line with industry demand trends.

#watchlist
⚠️🇺🇸#MU = -5%

Micron Technology says expectations for CY22 industry bit demand growth for DRAM and NAND have declined since our June 30, 2022 earnings call #chip
💥🇺🇸#chip #us
BIDEN SIGNS CHIPS ACT TO BOOST U.S. SEMICONDUCTOR MANUFACTURING AND COMPETE WITH CHINA

#INTC #AMD #NVID #MU
🇺🇸#MU #watchlist
Micron to invest $15B in new manufacturing unit in Idaho

the capacity expansion comes at a time of weakness in the memory chip market #chip
⚡️🇺🇸#MU #report
Micron Q4 22 Earnings:
-Adj EPS: $1.45 (exp $1.37)
-Revenue: $6.64B (exp $6.80B)
-Sees Q1 Adj Revenue $4B To $4.5B (exp $6.02B)

#dividend declares $0.115 dividend
⚠️🌏#chip #world #demand
Deutsche: weakness in consumer PC/smartphone has now spread to the enterprise side, and even cloud demand is starting to weaken

💥#MU demand for Micron chips continues to drop
🌎#tech #stocks #ai
Credit Suisse: stocks benefiting from AI - details

#MU #META