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The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now
Insider Monkey46d agobullish
The Next Micron? Some Investors Say NETLIST (NLST) Is The Best AI Memory Stock to Buy Now

We just covered The Next SanDisk: 9 Potential Breakout AI Stocks You Shouldn’t Miss. NETLIST (OTC:NLST) ranks #8 (see The Next SanDisk: 5 Potential Breakout AI Stocks You Shouldn’t Miss). Number of Hedge Fund Investors: N/A NETLIST (OTC:NLST) is a small-cap memory company that has caught the attention of retail investors who believe it could […]

A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight
24/7 Wall St.46d agoneutral
A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

Zachary Hill, Head of Portfolio Management at Horizon Investments, went on CNBC this morning and said the quiet part loud. “The semis and the memory names are the most crowded ones in the market right now.” The AI trade, in his framing, has split into two separate trades, and retail is looking at the wrong ... A Portfolio Manager Says the Real Crowded Trade Isn’t the Mag 7. It’s Hiding in Plain Sight

Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years
24/7 Wall St.46d agoneutral
Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

The story rippling through memory stocks this week began on CNBC’s Fast Money on June 29, where the panel dug into a report that Apple is trying to source memory chips from Chinese manufacturer CXMT. The company Apple (NASDAQ:AAPL) wants to buy from is not yet on the US entity list, unlike YMTC, which already is. For ... Apple’s Rumored China Chip Deal Could Blow a Hole in Micron and Trap the US for Years

Stocks to Watch: Alphabet, Micron, Strategy
The Wall Street Journal46d agoneutral
Stocks to Watch: Alphabet, Micron, Strategy

↘️ Alphabet Inc. Cl A (GOOGL): Shares slipped premarket after Google lost a lengthy legal battle to overturn an EU fine of about $4.69 billion over its Android operating system. ↘️ Samsung Electronics (KR:005930), SK Hynix (KR:000660), Kioxia (JP:285A): The Asian memory-chip makers slumped, dragging down South Korea's Kospi and Japan's Nikkei 225 indexes.

Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%
24/7 Wall St.47d agoneutral
Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%

As MU stock was falling, President Trump posted on Truth Social calling Micron Technology (NASDAQ:MU) “one of the HOTTEST anywhere in the World” and celebrating a “HISTORIC $250 MILLION Investment in TRUMP ACCOUNTS” pledged by CEO Sanjay Mehrotra, tied to America’s 250th anniversary. He signed off with “THIS IS THE GOLDEN AGE OF AMERICA!” However, ... Trump Just Called Micron the ‘Hottest’ Company in the World. The Market Yawned and Dumped It 10%