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What I'm hoping for is that some Chinese chip company will start making RAM and SSD chips for dirt cheap.
the executives have recognized that the less than stellar gross margins were a big reason for downward pressure on the stock price for many years. remember, MU was one of the last tech companies to join the AI stock pump. mind you, a margin of 30-40% today is great, but …
Micron is transforming and is still cheap. Gone are the cyclical days and now welcome the high margin, highly customized HBM days. SSD is dying and not a good business unit anymore, this is good news.
Has MU truly exited the Crucial consumer business? Is this a pivot toward the AI server goldmine, or a sign of impending decline? MU announced today that it will shut down its Crucial consumer memory and SSD business, with global retail channels ceasing sales by February 2026. The stated reason …
NAND flash memory is still in high demand, and Kioxia saw a 33.1% jump from last quarter in Q3 2025 hit a new record high. Communication service providers (CSPs) continue to expand their artificial intelligence infrastructure, driving robust growth in enterprise grade solid state drive (SSD) demand during the third …
Yeah, well Samsung can keep right on refusing to increase production and keep prices artificially inflated for their bottom line. For me, I just decided to forgo any Samsung based products and their 9100 pro was replaced with Fury SSD in my newest builds. And, I ordered new phones today …
This looks like a good deal, no? RTX 5080, 18" screen, 2 TB SSD drive. Only $2500. My current laptop is 6 years old, could use a newer one. [MSI Raider 18 HX AI A2XWIG-418US 18" Gaming Laptop Computer - Core Black; Intel Core Ultra 9 285HX 2.1GHz Processor; - …
Everyone is chasing NVIDIA, but Micron might be the better risk and reward NVIDIA continues to dominate the AI narrative due to the scarcity of computing chips and ecosystem barriers, yet the market often overlooks another equally critical and even more resilient during AI expansion cycles sector: storage and high …
I got a ThinkPad P16s Gen 3 Intel (16″) Mobile Workstation and extremely happy with it. Good time to buy with Black Friday deals. Specs Processor Intel® Core™ Ultra 7 165H vPro® Processor (E-cores up to 3.80 GHz P-cores up to 5.00 GHz) selected upgrade Operating System Windows 11 Home …
Can anyone clue me in Sandisk SNDK and why it’s up 600% this year I have no position either way but I’ve only known them to make decent memory cards, very mid ram and mid SSD with really no outstanding moat etc. I know ram and ssd prices have gone …
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Total Off-Exchange Volume: 113024
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 4/15
Capitol Trades
| Date | Politician | Amount |
|---|---|---|
| Oct 09, 2025 | Michael McCaul | $32,500 |
Insider Trades
| Date | Insider | Value |
|---|---|---|
| No recent trades found. | ||
Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 4,329,709 | $724.7 million | 0.1044% | Sep 30, 2025 |
| Vanguard Group Inc | 4,082,677 | $683.4 million | 0.0985% | Sep 30, 2025 |
| Blackrock Inc. | 4,003,297 | $670.1 million | 0.0966% | Sep 30, 2025 |
| FMR, LLC | 2,114,032 | $353.8 million | 0.0510% | Sep 30, 2025 |
| JPMORGAN CHASE & CO | 1,621,880 | $271.5 million | 0.0391% | Sep 30, 2025 |
| Morgan Stanley | 1,531,426 | $256.3 million | 0.0369% | Sep 30, 2025 |
| State Street Corporation | 1,251,004 | $209.4 million | 0.0302% | Sep 30, 2025 |
| ValueAct Holdings, L.P. | 1,207,942 | $202.2 million | 0.0291% | Sep 30, 2025 |
| Baker Avenue Asset Management, LP | 1,090,929 | $182.6 million | 0.0263% | Sep 30, 2025 |
| Fiduciary Management, Inc. | 1,017,566 | $170.3 million | 0.0245% | Sep 30, 2025 |
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