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IBRAHIM!!
$MU at roughly 6× earnings suggests the market may still be treating Micron as a peak-cycle AI memory play rather than a potentially extended upcycle. 📈
Strategic customer agreements, strong HBM demand from $NVDA, $AMD and custom accelerators, plus limited new capacity until 2028 could keep supply tight.
If earnings remain resilient, the current valuation could leave room for further re-rating. 👀
#OctoberRateHikeOdds
#MicronEarningsAhead
#US30YYieldBreaks5.6%
Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
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Crypto thịnh hành
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$85.606,3+0,00%
ETH/USDTEthereum
$2.703,09+0,00%
UNI/USDTUniswap
$8,88-0,01%
Bản tin thị trường hôm nay
1#OKXNOW:24x7MarketEra
2#FedSeptemberMinutes
3#HormuzStillClosed
