Morgan Stanley’s Joseph Moore sees close to 30% upside potential for Micron even with a less than “exceptional” 2018 in store for memory.
Alex Sacerdote has crafted an over 80-year legacy of shrewd technology, media, and telecom expertise, having founded both his hedge fund firm Whale …
Mizuho’s Vijay Rakesh emerges with confident takeaways on Micron following his annual investor conference, anticipating NAND stability through 1H18.
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.
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.”
These tech stocks all have a “strong buy” consensus rating at TipRanks.
