PrimeBlue
PrimeBlue
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avatarPrimeBlue
2024-07-04
We are still early in the AI revolution with a large number of corporation still in the early phase of adoption. With the significant competitive advantage and strong ecosystem that NVidia has built up, there is definitely still room to grow for NVidia. Blackwell is coming in 2H24 and this is going to add another boost to the already impressive portfolio. 
Nvidia Has More Than Doubled This Year. How To Know When To Sell
avatarPrimeBlue
2024-12-19
This is a great buying opportunity. The potential of HBM is going to be a game changer for Micron with it being potentially capable of surpassing the entire DRAM revenue of today. The current consumer weakness is presenting a perfect opportunity to add on further position in MU as the consumer market is expected to recover in the second half of 2025, with Microsoft'S end of life support for Windows 10 and the uptick in demand for AIPC as we see more and more AI use case being made available to consumer.  Apart from the consumer market, NVIDIA B200 and GB200 platforms have designed in Micron's HBM product into the platforms. This is expected to ramp up even further with the expected increasing maturitt and shipment volume of Nvidia B200 and GB200   As such, Micron's current predic
Micron's stock may see its worst day since 2020. Why the bulls are still upbeat.
avatarPrimeBlue
2022-05-09
Just what I have been waiting for. Should fall another 20%
S&P 500 Tumbled to New Low for 2022, As All Sectors Dipped Into the Red
avatarPrimeBlue
2024-11-12
DRAM prices are going strong. Just take a look at the spot market trend. The HBM segment is causing a shortage of wafer for DRAM and is causing a market supply shortage. Prices are going to only increase as the industry has yet to make up for the high wafer demand from HBM. This is a good chance to get into MU. 
Monolithic Power Got Crushed by Edgewater Report. Now It's Micron's Turn. -- Barrons.com
avatarPrimeBlue
2022-04-04
Will be adding on to my position if it goes below $107. Too solid a company to let go
AMD Stock: Why It Tumbled and Where It’s Headed
avatarPrimeBlue
2021-12-31
Getting into dangerous territory 
Wall Street Closes Down, Indexes Still Poised for Big Annual Gains
avatarPrimeBlue
2022-05-01
Apple has always been a solid play
Apple Stock: Still Solid Despite Lackluster Outlook
avatarPrimeBlue
2022-03-13
Always good to hold on to Amazon 
Amazon's Stock Split Eliminates This 1 Big Problem
avatarPrimeBlue
2022-02-20
Right now is a good chance to go into Amazon
3 Stocks That Could Be Worth More Than Apple by 2035
avatarPrimeBlue
2022-07-03
Danger play
Tesla Q2 Deliveries Slump To 254,695 Amid Supply Chain, Pandemic Problems
avatarPrimeBlue
2022-01-05
Prepare for recovery in 2022
Charlie Munger's Daily Journal nearly doubles stake in China's Alibaba
avatarPrimeBlue
2022-08-12
Dangerous stock driven by a dangerous man
Tesla Is Past Its Sell-By Date!
avatarPrimeBlue
2022-08-01
Never go wrong with Apple
Apple: Why Bears Should Give In And Own This Stock
avatarPrimeBlue
2022-04-01
Hope we could start seeing the oil prices dropping
Biden Orders Huge Oil Release, Prods Drillers to Step Up Output
avatarPrimeBlue
2022-03-02
Good opportunity to buy into the dip
Wall Street Ends Sharply Lower as Ukraine Crisis Sows Fear
avatarPrimeBlue
2022-01-06
This is alrdy previously announced… why the reaction again…
Nasdaq posts biggest daily drop since Feb after 'hawkish' Fed minutes
avatarPrimeBlue
2024-08-05
Great bargain. All the earning reports so far are pointing towards continued increase in AI infrastructure investments. How fast these companies are getting their returns on such investments is not relevant as they can't afford to stop their investments now. They need to scale up as fast as they could to be able to start getting meaningful returns from their investments. 
Nvidia Stock Dives 14% Amid Market Selloff. Why It's Being Hit Harder Than Others
avatarPrimeBlue
2022-09-06
Quick snap up the bargains now
CHIPS Act Update Gives Bears the Upper Hand With Chip Stocks
avatarPrimeBlue
2022-07-05
Never go wrong with Apple
Which Strong Buy FAANG Stock Does Wall Street Love this Month?
avatarPrimeBlue
2022-05-12
Another round of fall. Given the effectivess of rate hikes, expect another few more agressive hikes 
Nasdaq Falls More Than 3% as U.S. Inflation Data Gives Little Relief to Investors

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