Couldn't resist! I get fomo when the market crushes.

Bought some $QCOM (+2,48 %) and $EQQQ (+0,07 %)

Might add some $BTC (-1,36 %) , $SOL (+1,03 %) and $ETH (-0,55 %)

It was a wise decision to leave $MU (+2,58 %) on time.

Now even with this drop Micron Technology looks still attractive with 7.0x FY25 P/E ratio

and although competitors like Samsung and SK Hynix are growing fast in memory chips

I believe the company has still upside potential, and in 2025 we might see rebound

with this sharp decline, -15%, now waiting for to see the flat line to rebuy the $MU (+2,58 %)

what do you think will be possible outcome in 2025?

$MU (+2,58 %)

🔹 Adjusted EPS: $1.79 (Est. $1.73) 🟢

🔹 Revenue: $8.71B (Est. $8.68B) 🟢; UP +84% YoY

🔹 Operating Cash Flow: $3.24B (Est. $4.1B) 🔴

Q2 Guidance:

🔹 Revenue: $7.7B-$8.1B (Est. $8.97B) 🔴

🔹 EPS: $1.33-$1.53 (Est. $1.97) 🔴

🔹 Adjusted Gross Margin: ~38.5%

Key Business Highlights:

🔹 Adj Gross Margin: 39.5% (vs. 0.8% YoY) 🟡

🔹 Adj Operating Income: $2.39B (Est. $2.34B) 🟢

🔹 Adj Operating Margin: 27.5% (vs. 20.2% YoY) 

🔸 Record Q1 revenue driven by strong AI demand.

🔸 Data center revenue surpassed 50% of total revenue for the first time, growing 400%+ YoY.

Capital and Cash Flow Metrics:

🔹 Capital Expenditures: $3.13B

🔹 Adjusted Free Cash Flow: $112M

🔹 Cash & Investments: $8.75B

Dividend Update:

🔹 Declared quarterly dividend of $0.115/share, payable January 15, 2025.

CEO Sanjay Mehrotra's Commentary:

🔸 "Micron delivered record results with data center revenue surpassing 50% of total revenue for the first time. While near-term consumer markets are weaker, we expect growth to return in the second half, leveraging AI-driven opportunities."

I have already trimmed my $MSTR (+8,98 %) and $COIN (+0,27 %) positions and opened a small position in $HOOD (+3,38 %) for a bit of long-term investment.

Nothing wrong with $MSTR (+8,98 %) but I considered it as selling $BTC for over 250K.

Completely out of $AMAT (+0,53 %) instead, I focused on only $ASML (-1,59 %), might add $AMAT again but for a better price or better market conditions.

I recently bought $MU (+2,58 %) because it is extremely undervalued, I will add more after earning which is in 2 days.

Buy List for 2025 at the right price

$NVDA (+2,01 %)

$PG (-1,24 %)

$AVGO (+0,31 %)

$MSFT (-1,05 %)

$GOOGL (+0,94 %)

$AAPL (+1,34 %)

$NOVO B (-17,74 %)

$MU (+2,58 %)

$ASML (-1,59 %)

$2330

$BTC (-1,36 %)

$ETH (-0,55 %)

Selling 2025

$MSTR (+8,98 %)

$COIN (+0,27 %)

ETF's that I will keep DCAing for 2025

$VEUR (-0,84 %)

$SPY5 (-0,21 %)

$VFEM (-0,05 %)

any suggestions are welcome

Yesterday I bought call option of #micron today I made a gain of 50% $MU (+2,58 %)

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