In the hedge fund guru’s latest Q3 moves, “Izzy” Englander sells off shares in AMD while opting to ante up in chip making rival MU.
How does Greenblatt’s magic formula apply to MU and AAPL right now?
Cowen’s Karl Ackerman believes NAND fundamentals and demand in Asia look solid near-term, with cost dynamics favoring MU in 2018.
Is the semiconductor party over? Hedge fund whizz Balyasny exits AMD while slashing MU stock.
Morgan Stanley’s Joseph Moore notes that though his colleague points to dipping NAND flash chip prices threatening ahead, this just marks under a third of MU’s business.
Micron Technology, Inc. (NASDAQ:MU) today named Derek Dicker, vice president and general manager of the Storage Business Unit.
Stifel’s Kevin Cassidy says prices and expenses are poised to decline, but the analyst points to a transition to 3-D NAND parts as the reason, calling demand “price elastic.”
Hedge fund manager Ken Heebner established Capital Growth Management LP (CGM) in 1990 and since then he has been at the helm running the $2.29 …
These tech stocks all have a “strong buy” consensus rating at TipRanks.
Harlan Sur: MU at a key NAND advantage; Daniel Ives: AAPL attracting new customers to buy Apple Watches.