UBS’s top analyst Timothy Arcuri has initiated coverage of the semiconductor space, announcing mixed ratings on 2 tech stocks: Micron Technology, Inc. (NASDAQ:MU) …
Ruben Roy now calls for 20% in return potential for MU shares.
The manager of one the globe’s biggest hedge fund firms is out putting more chips behind MU- and taking them all away from INTC.
Follow one of Wall Street’s richest hedge fund billionaires’- with more than one financial skeleton in his closet- key 4Q moves in tech giants.
Here are the hedge fund manager’s recent plays in the memory sector- a bullish step into AMD and a significant retreat in MU.
Two bulls chime in on these tech players, with one spotlighting MU’s NAND leadership momentum and another unruffled by those shouting tariff “fire” this week.
In his latest quarterly move, TOMS Capital CEO Noam Gottesman is putting all his chips on AMD- and taking them away from MU.
Goldman Sachs’ Mark Delaney anticipates Micron’s upside stems from an impressive datacenter market- particularly in DRAM.
Mizuho’s Vijay Rakesh now angles for 25% in return potential for Micron shares.
Needham’s Rajvindra says to ignore waning NAND pricing concerns; MU NAND gross margin have “room to expand.
