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12 Jul 2026 1 minute read 1 comment Perfectionist25
An industry that remained in the background for years is now at the center of the entire artificial intelligence race. Memory chips were long considered a cyclical and dim corner of the stock market. But artificial intelligence changed this picture,...
10 Jul 2026 1 minute read 1 comment Perfectionist25
Latest analyst reviews on Seeking Alpha reveal a mixed tone across sectors; While there were remarkable rating increases for Micron ( $MU ) and The Home Depot ( $HD ), Alibaba ( $BABA ) and Take-Two Interactive ( $TTWO ) faced rating decreases. Micro...
9 Jul 2026 2 minute read 0 comments Perfectionist25
Micron announced its much-anticipated balance sheet. My first comment is that the picture is really promising and appetizing for our investments. Now, let's look at the segments one by one and try to make sense of what this stock, which is the bigges...
6 Jul 2026 2 minute read 0 comments Perfectionist25
The strategic agreement announced between $MU and Anthropic consists of four main components: 1. Memory and Storage AI Architecture Design Collaboration The two companies will work together to optimize Micron's HBM, DRAM and SSD products for the trai...
9 Jun 2026 5 minute read 1 comment Perfectionist25
Even with the most advanced graphics processors (GPUs) powering AI systems, you may only be utilizing a tiny fraction of their theoretical capacity. The massive processors in today's data centers spend most of their time idle, or "waiting," while dat...
29 May 2026 2 minute read 0 comments Perfectionist25
The rapid advancements in the technology world are reshaping the future of hardware architectures. Contrary to claims that the rise of quantum computers will spell the end of classical memory and storage technologies, it will actually increase the ne...
20 Feb 2026 2 minute read 1 comment Perfectionist25
Companies like Sandisk and Micron generally have low valuations because they are cyclical. The recent pricing might indicate a shift in this trend. I've been thinking for a while that this cyclical nature might be breaking. Because these memory modul...
22 Mar 2025 10 minute read 1 comment Perfectionist25
The sharp declines in American stock markets have stopped. Powell's dovish speech on Wednesday contributed greatly to this. The stock market was slightly red on Thursday and futures are slightly red on Friday. But it is certain that their declines ha...
30 Nov 2024 6 minute read 0 comments Perfectionist25
Big changes are coming to the technology world due to artificial intelligence, and this situation increases my income on the global stage. The US is preparing to announce new measures to limit China's access to advanced technology chips. So what do t...
