Trump has to put more for India so that India will look elsewhere for business and ignore USA

Share your opinion about this news…

Price multiples of Micron and Hynix are different. 

Agree 

Though it is good to see Palentir making profits, the $51+ valuation for a projected cash flow of less than $1 billion is too far.

NIM will certainly come down and impact profitability. It s good to forewarn the investors. Though all 3 banks are super solid, the golden days of mind boggling NIM is coming to an end. My point of view.

Analysts who upgrade the stock following the price movement must be of low quality. They should not be respected.

Next two weeks of nasdaq may prove AI boom right or wrong.

Good summary 

Price is already showing up with 15% crash in one day

Is it time to short?

Good analysis but it is risk to short as Micron may buyback heavily. It is an huge opportunity for Micron as against their recent buyback purchase at $71. Also buying back and building their inventory looks to be their strategy based on their Q&A in earnings call. So be careful while shorting