As vehicles become more intelligent and data-intensive, the role of memory and storage continues to grow โ and so does the importance of long-term partnership.
Micron is proud to strengthen our relationship with another great American company: @Ford.
The Strategic Customer Agreement @MicronTechย announced today is supported by our ongoing investments to expand capacity and localize manufacturing in the U.S., including advanced DRAM production in Virginia.
It is a privilege to work alongside @jimfarley98ย and the Ford team to build what's next together.
Read more: https://t.co/nahngcvoxW
The next phase of automotive innovation will depend on the strength of the ecosystem behind it.
I'm grateful to our customers and partners across the automotive industry for their trust and collaboration as we work together to enable the next generation of intelligent vehicles. Special thanks to the leaders and teams at Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis.
Today is a proud day for Micron and American manufacturing. ๐บ๐ธ
Weโre increasing our planned U.S. manufacturing and R&D investment commitment to more than $250B, supporting our goal of producing 40% of our DRAM in America and creating 90,000+ jobs.
We also poured the first concrete at our New York DRAM megafab, ahead of schedule, and announced an up to $3B investment to strengthen the U.S. semiconductor supply chain.
Thank you @POTUS, @howardlutnick, @GovKathyHochul, @SBA_Kelly, @USCTO47, @SenSchumer, @JohnMannionNY22, @RepTenney, our team members, construction crews, and the Central New York community.
This is American investment. American technology. American workers. Made in America!
BREAKING: Nvidia is in talks to backstop $250 BILLION in financing for OpenAI.
The guarantee would let OpenAI lease a 10-gigawatt data center in southern Ohio, built by SoftBank.
The full project could cost more than $500 BILLION.
Its power is effectively rationed by the US government and financed by Japan under a recent trade deal.
Nvidia is also separately weighing another $350 BILLION to fund OpenAI's chip purchases.
This could be one of the biggest data center projects ever built.
KOSPI Ripping
$MU is $950+ on Hyperliquid
Futures are looking good
Iran Peace
No rate hikes
Trump will want oil low running into 100 days away from mid terms
$SKHY ER Tuesday
$AAPL $MSFT $AMZN etcโฆER This week
JC IS DRIVING THE MARKET THIS WEEK
Can I get a Yeehaw? ๐ค
$MU signs a long-term supply agreement with $QCOM to provide memory and storage for AI-enabled vehicle platforms.
The deal supports infotainment ADAS and connectivity while giving Qualcomm greater supply and pricing visibility.
$MU is now down 30%+ from highs and has closed below the 50 day EMA for the first time since January where it consolidated in a tight range till the start of April before its 230%+ run towards $1200.
I believe a deeper sell off or something similar to a consolidation could happen for the following weeks which would give us a great opportunity to accumulate more shares.
Fundamentals have not changed whatsoever for this company, forward P/E is still only at a 5x while most stocks in the market trade at a 20x and revenue grew a massive 350%+ last quarter.
Buying dips on great companies like this without panicking is where wealth is created.
$MU is trading at just 5.62x next yearโs earnings.
Thatโs basically the cheapest stock in the entire market right now.
AI demand for HBM is still accelerating, margins are hitting record levels, and the company just printed monster numbers.
Yet the market is still giving it a value-stock multiple.
This setup feels like one of the highest-conviction asymmetric bets left in tech.
Who else is watching this closely? ๐
$MU closed at $904.28, but hit $873.63 which is a 30% correction from it all time high.
You make money in bad news, when there is fear, uncertainty, and doubt.
Nothing has fundamentally changed about $MU. They have the financial numbers and story line.
See everyone at $1500-$2000 by end of year.
You have to believe in yourself!
The next phase of automotive innovation will depend on the strength of the ecosystem behind it.
I'm grateful to our customers and partners across the automotive industry for their trust and collaboration as we work together to enable the next generation of intelligent vehicles. Special thanks to the leaders and teams at Qualcomm, Visteon, HARMAN, JOYNEXT, DENSO, Astemo and Hyundai Mobis.
Jean Gragg, (40), stepped in front of an armed 18-year-old Black male robber to protect her son.
He shot her in the head
I'm so sick of this SHlT!!!
Put this motherfcker AWAY FOR LIFE!!
$MU is still only at a forward PE of 6x while the average stock in the S&P 500 trades at 20x even after this 600% runโฆ
The stock can go to $2000 and still be undervalued
Are you buying $MU?