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Micron Technology rückt bei Wolfe Research noch stärker in den Fokus. Analyst Chris Caso zieht sein Kursziel deutlich an und setzt verstärkt auf einen lang anhaltenden KI-Memory-Superzyklus, in dem vor allem DRAM und DDR5 eine Schlüsselrolle spielen sollen.
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6 Kommentare
Interesting update on MICRON – Irre! Bald 90 USD Gewinn je Aktie?. Looking forward to seeing how this develops.
I’ve been following this closely. Good to see the latest updates.
This is very helpful information. Appreciate the detailed analysis.
Great insights on Aktien-News. Thanks for sharing!
Solid analysis. Will be watching this space.
Good point. Watching closely.