6Mo·

Micron disappoints with outlook

$MU (-1,56 %) the figures for Q1 were slightly above expectations:

Sales 8.7B vs 8.7B expected

Net income 2.0B vs 1.8B expected


Q2 sales outlook is only 7.9B vs 9B expected

Micron sees "Decline in Industry Demand Growth" for 2024 and 2025


Too bad, as it was a buy candidate. Now I'll wait and see. A significant decline in sales does not fit into my investment thesis

5
10 Commentaires

image de profil
I think that will get her kicked out for me too
1
image de profil
image de profil
@Lumimyrsky would rather go to $AMD or $ASML, if you don't already have them.
image de profil
@BamBamInvest no my friend
i have $MU $LRCX and $TSM
you would not buy more from micron...
image de profil
@Memo0606 I don't understand your text, but no, I'm sticking with $AMD and $ASML for the next 3-5 years, but that doesn't mean the others will be any worse. You just need patience ✌️
1
image de profil
@BamBamInvest yes i am only considering buying $MU
1
image de profil
@Memo0606 Then do it when you have done your homework and are convinced ✌️😄
1
image de profil
@BamBamInvest are you keeping your feet still or are you also buying something or waiting for the time being?
1
image de profil
@Memo0606 I will buy a little more today $AMD and $NU and transfer further capital to be able to buy more. But I'll be on a boat for a week starting tomorrow, so I'll only be here rarely 😄 I believe that the markets will continue to rise towards the beginning/middle of the year, many will position themselves and some stocks that haven't done so well will be able to benefit from this, especially growth stocks. We will see 😉
1
image de profil
@Memo0606 Unfortunately, the outlook is too poor for me, so there is little upside potential for me.
1
Participez à la conversation