Meet Kevin 对 $MU 的判断变化

频道资料 →本频道有 4 位标注的说话人:Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 4 条
2026-10-01看跌
《The Morning After Micron, Jobs Tomorrow, Iran LACKS Progress.》
对 MU 持保留态度;由于 DRAM 价格压缩的影响超过低 PEG 估值的支撑,预计终端增长率将维持负值。

天哪,现在是 Micron 财报后的第二天早上。当然,这肯定是底部的顶部。现在的问题是,人们会拿它怎么办?

Oh man, it is the morning after Micron earnings. Of course, it's got to be the top of the bottom. And the question now is what are people going to do with it?

Micron 转绿太重要了。哦,太好了。Micron 转绿是非常好的。你绝不希望在这上面看到一根巨大的红色蜡烛。现在还有点早,但头四分钟,这很好。我喜欢看到这个。

Oh, Micron going green is so important. Oh, that's great. Micron going green is is uh very good. You did not want a giant red candlestick on this. It's still a little early, but first four minutes, that's good. I like to see that.

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2026-09-21看涨
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
看多 MU,因主要 DRAM 厂商的 HBM 产能已售罄,不过大宗定价可能在 2027 年底见顶。

股价已经冲破了我的 735 线。我们在我的线位只是做了最短的喘息,好让我和 Kevin 可以说:“我们在我的线位待过。”就这样。时间只够说一句:“我们在 Kevin 的线位待过。我们尊重了这条线,但再见。”

The cues have smashed through my 735 line. We took like the shortest breather at my line just so me Kevin could say, "We hung out at my line." That's it. It was just long enough to say, "We hung out at Kevin's line. We respected the line, but peace."

这实际上对高带宽内存是看涨的,比如你的 skinex 或你的 micron

which is actually bullish for high bandwidth memory like your skinex's or your micron

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2026-08-26看跌
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2026-08-24
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