By Nigam Arora & Dr. Natasha Arora New 5G phones are hot. New models of electric cars are coming. Both 5G and electric cars have been driving up the demand for semiconductor memory. However, the recent indications are that in the short term, the demand is weakening. With weakening demand
By Nigam Arora & Dr. Natasha Arora A classic bull-bear battle is raging about semiconductor memory especially about semiconductor memory maker MU. Bears contend that semiconductor memory is a commodity. Just like any commodity, semiconductor memory is subject to boom-bust cycles. Bulls contend that MU has upgraded its products and
By Nigam Arora & Dr. Natasha Arora Signal(s) to enter, add, reduce, exit, hold or change. MU is long from $21.77. It is trading at $80.25 as of this writing. This represents a gain of 267%. Earnings MU reported earnings. Earnings are above consensus but below the whisper number. Momo
Micron (MU) is long from $21.77. It is trading at $80.11 as of this writing in the aftermarket. This represents a gain of 267%. Earnings MU reported earnings after the close. Earnings are above consensus but in line with the whisper number. Demand Increase MU is a producer of DRAM
Micron (MU) is long from $21.77. It is trading at $74.12 as of this writing. MU is a producer of semiconductor memory. 5G, electric vehicles and autonomous driving will increase demand for memory. Zones Raising the very long term target zone $115 to $130. The recommended position size for
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
Unemployment continues to rise in the U.S. amid a government-mandated shutdown of the economy. Initial jobless claims for the week came in at 4.4 million Thursday, pushing the total above 26 million and producing an estimated 15% unemployment rate. The question I’m being asked most is: “Who is buying this stock
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
In short order, greed in the stock market has mostly taken over fear after reports of slowing new coronavirus cases in New York and Europe. Is it prudent to chase the rally? The answer is “no” without knowing where you belong in the protection band. (More on that later.) The
Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market