One of Wall Street’s legendary quant hedge fund gurus is stealing his way out of two of the semiconductor industry’s key giants.
One of Wall Street’s best performing analyst sees reason to get more confident on MU following encouraging Asia trip takeaways.
This hedge fund manager is gaining quick confidence in AMD and MU in a year that could generate surprisingly good gains for investors.
Here are the hedge fund manager’s recent plays in the memory sector- a bullish step into AMD and a significant retreat in MU.
The past 12 months for semiconductor giant Micron Technology (NASDAQ:MU) have been defined by surging prices and blockbuster results. Particularly in the DRAM …
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.
Goldman Sachs’ Mark Delaney now angles for 8% upside potential for MU shares.
Tiger Cub Hotshot Citrone shows bearish sentiment on chip stocks AMD and MU in Q4.
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.
