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PrimeBlue

    • PrimeBluePrimeBlue
      ·07-30 00:17
      HBM is sold out for CY27. Don't see a slowdown at all happening. The AI revolution is still going strong and demand is as high as ever. Don't sell on panic. You will regret 

      Micron Technology Inc Stock (MU) Moved Down by 4.42% on Jul 29: Drivers Behind the Movement

      • Micron shares declined due to semiconductor sector weakness and AI investment cycle concerns. • Rapidly increasing High Bandwidth Memory capacity risks oversupply and lower profit margins. • High interest rates and cooling demand for consumer electronics contribute to downward pressure.
      Micron Technology Inc Stock (MU) Moved Down by 4.42% on Jul 29: Drivers Behind the Movement
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    • PrimeBluePrimeBlue
      ·07-28
      The fundamentals remains unchanged as evidenced by the deals that hyperscalers are making in securing long term agreements for memory. This sell off is a blind sell by the market and is an excellent opportunity to add position to the memory makers. 

      Micron's Stock Sinks Toward Worst Monthly Drop in 11 Years as China Fears Escalate

      Investors are worried about China's domestic supply of chips and manufacturing tools, analysts noteChip stocks like Micron are falling hard on Tuesday.Micron Technology, Sandisk and other U.S. chip st
      Micron's Stock Sinks Toward Worst Monthly Drop in 11 Years as China Fears Escalate
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    • PrimeBluePrimeBlue
      ·07-20
      This correction is a really good opportunity to take position into MU, with all signs showing the demand is not dropping but ever increasing.  The fact that companies are willing to sign long term strategic agreements that guarantee the volume that they are going to take over the next 5 years is sign of how strong the demand is and the confidence that these companies has in the AI demand as more and more usage models are generated every week. 

      Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds

      Micron Technology's stock surged 5.00% during Friday's intraday trading, marking a notable rebound amid recent volatility in the semiconductor sector.The rally was fueled by renewed optimism...
      Stock Track | Micron Technology Soars 5.00% Intraday on HBM Optimism and Political Tailwinds
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    • PrimeBluePrimeBlue
      ·07-17
      CXMT is a DRAM only company while SanDisk is a NAND only company, so there is no relation at all in terms of impact to the NAND supply with CXMT's impending IPO.  This is a classic illustration of market's non-logical panic and selling on emotion and not fact. 

      Movement Alert｜Sandisk Falls 3.12% in After-Hours Trading, Storage Cycle Peak Fears and CXMT IPO Pressure Extend Sell-Off

      On July 17, Sandisk fell 3.12% in after-hours trading to approximately $1,364.68/share, with turnover of $262 million. The stock had already plunged 12.63% during the regular session, with...
      Movement Alert｜Sandisk Falls 3.12% in After-Hours Trading, Storage Cycle Peak Fears and CXMT IPO Pressure Extend Sell-Off
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    • PrimeBluePrimeBlue
      ·06-24
      Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

      What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
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    • PrimeBluePrimeBlue
      ·06-05
      $Micron Technology(MU)$  Multiple Long Term agreements have been signed with customers locking in the demand and price for the next 2-3 years. This is ensuring stability in volume and price for the foreseeable future. As such, this dip is really a great opportunity to build up position while it is below $1000. 
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    • PrimeBluePrimeBlue
      ·03-04
      Grab the opportunity to load up now. The fear around the Iran situation does not change the narrative that DBS continue to be a solid business with an increasingly diversified income stream. 
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    • PrimeBluePrimeBlue
      ·2025-12-04
      This is a move to maximize the margin while the market demand is soaring through the roof by reallocating all available silicon to the highest possible margin channels. Customers are right now fighting for memory without regards for the price. This could only means good news for Micron. 

      Micron Exits Consumer Memory Market to Focus on AI Chips, Potentially Worsening Supply Shortage

      Memory chip giant Micron Technology announced it will exit the consumer memory business to fully focus on producing advanced HBM chips for AI data centers. This strategic shift comes amid global...
      Micron Exits Consumer Memory Market to Focus on AI Chips, Potentially Worsening Supply Shortage
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    • PrimeBluePrimeBlue
      ·2025-11-14
      There is something wrong with Kioxia model that is causing the reverse trend. The rest of the memory makers are upping their prices for NAND flash with supply forecasted to remain tight through 1H26. Good opportunity to buy the dip. 

      BUZZ-Memory chip stocks fall after Kioxia reports profit and sales dip

      BUZZ-Memory chip stocks fall after Kioxia reports profit and sales dip** Shares of memory chip makers fall premarket, after flash-memory manufacturer Kioxia posts HY sales and profit decline ** Japan-based Kioxia reports a 13% fall in sales for six months ended September 30 to 791.15 bln yen and a 66.5% decline in profit to 58.94 bln yen** Shares of Seagate Technology STX.O down ~4%, while Western Digital WDC.O dips more than 3%** Sandisk SNDK.O, which has a JV with Kioxia Corp, a subsidiary of Kioxia Holdings, down ~6% at $266.8** Up to last close, STX and WDC have more than tripled, while SNDK is up nearly eightfold since its return to Nasdaq in February this year
      BUZZ-Memory chip stocks fall after Kioxia reports profit and sales dip
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    • PrimeBluePrimeBlue
      ·2025-10-17
      Minimal impact since there hasn't been much sales going on in Data Center for China since 2023. Go in big on the dip. 

      Micron to Exit Server Chips Business in China After Ban, Sources Say

      EXCLUSIVE-Micron to exit server chips business in China after ban, sources sayChina in 2023 banned use of Micron products in critical infrastructure Micron to continue to sell chips to auto, mobile phone sectors, source says China has also said Nvidia and Intel products pose security risks but no action taken By Hyunjoo Jin and Brenda Goh
      Micron to Exit Server Chips Business in China After Ban, Sources Say
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