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Previous 10 Next 10  To: Return to Sender who wrote (89064) 9/29/2022 11:54:58 PM From: Sr K    of 94293   I count 16 Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read To: Sam who wrote (89061) 9/30/2022 10:55:36 AM From: Return to Sender 3 Recommendations   of 94293   MU is up today. Reading some of the headlines yesterday you would have thought no way should MU be trading higher. MU is up today. Analysts are cutting estimates and lowering price targets. MU is up today. The world is not coming to an end. MU will eventually be up a lot more but... MU is up today: Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: Return to Sender who wrote (89067) 9/30/2022 11:44:33 AM From: robert b furman 1 Recommendation   of 94293   Hi RtS, UP on bad news is a washed out stock NO? Les's numbers on semis are quite bleak. Note two zeroes! Semiconductor (58) 0 0 3 5 9 6 8 7 67 12 33 17 Bob Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: robert b furman who wrote (89068) 9/30/2022 12:03:20 PM From: Return to Sender 2 Recommendations   of 94293   The numbers cannot get much worse Bob. If MU is any indication then stocks in this group can trade upward on bad results. That is one of the sure signs of a bottom. In past cycle bottoms we have heard things like we cannot give clear forward guidance because of how bad the situation is now. We may have to get there this time as well. So while I expect a rally throughout earnings season until the Fed starts to see data clearly showing the economy has slowed we cannot expect them to stop raising rates. September is the worst month historically for the market. October is where market rallies often begin. Sometimes very important bottoms. RtS Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: Return to Sender who wrote (89069) 9/30/2022 1:11:26 PM From: Johnny Canuck 1 Recommendation   of 94293   These guys are attributing the strength in MU to projected growth the 2H of 2023. >>>>>>>>>>>>>>>>>>> Chip Stocks ? 1.29% Reversing early strength as a group premarket, shares of MU are active trading higher even as the company warned of continued falling demand for PCs and smartphones and said it was cutting its investments. The did however forecast strong revenue growth in the second half of fiscal 2023 as demand starts to recover early next year. Micron forecast first-quarter revenue of $4.25 billion, plus or minus $250 million, below Wall Street estimates of $5.62 billion, according Refinitiv data. Adjusted revenue for the quarter ended Sept. 1 was $6.64 billion versus analysts' expectations of $6.68 billion. AMD, MU, NVDA, INTC, AMAT Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: Johnny Canuck who wrote (89070) 9/30/2022 3:08:56 PM From: Return to Sender    of 94293   They have to say something. Here is what Briefing.com said yesterday after earnings were reported by MU: Micron beats by $0.07, misses on revs; guides Q1 EPS below consensus, revs below consensus; reducing supply growth, including ~50% fab equipment capex cut versus last year 4:07 PM ET 9/29/22 | Briefing.com Reports Q4 (Aug) earnings of $1.45 per share, excluding non-recurring items, $0.07 better than the S&P Capital IQ Consensus of $1.38; revenues fell 19.7% year/year to $6.64 bln vs the $6.78 bln S&P Capital IQ Consensus. Co issues downside guidance for Q1, sees EPS of $(0.06)-$0.14, excluding non-recurring items, vs. $0.72 S&P Capital IQ Consensus; sees Q1 revs of $4.0-4.5 bln vs. $5.68 bln S&P Capital IQ Consensus.Co added, "We are taking decisive steps to reduce our supply growth including a nearly 50% wafer fab equipment capex cut versus last year, and we expect to emerge from this downcycle well positioned to capitalize on the long-term demand for memory and storage." Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (2) To: Return to Sender who wrote (89071) 9/30/2022 3:15:01 PM From: Johnny Canuck    of 94293   50 percent cut to capex is pretty dramatic, but memory has always been a cyclical business. MU is a significant percentage of revenue for AMAT and LRCX if I remember right. Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (2) To: Johnny Canuck who wrote (89072) 9/30/2022 3:40:25 PM From: Return to Sender 2 Recommendations   of 94293   It's hard to find much good news out there right now, so we'll leave you with at least one bright spot heading into the weekend. Based on historical price action for the S&P during mid-term election years since WW2, today has historically been the absolute low point of the year: Best regards, Bespoke Investment Group, LLC 105 Calvert Street, Suite 100 Harrison, NY 10528 914-315-1248 www.bespokepremium.com Twitter: @bespokeinvest You are absolutely right about LRCX and AMAT being big suppliers of equipment to MU. I play tennis weekly with a guy from LRCX in Boise. A whole lot of my friends who work or have worked at MU also are great tennis players too. Keeps me young. RtS Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last Read To: Return to Sender who wrote (89062) 9/30/2022 4:13:34 PM From: Return to Sender 1 Recommendation   of 94293   BPNDX Fell 1 to 13 PnF Buy Signals - [BKNG CSCO PEP removed DDOG WDAY added] Mon Tues Wed Thur Fri ADP ADP ADP ADP ADP AEP AEP AEP BIIB BIIB CPRT CPRT BIIB BKNG CPRT CSCO CSCO BKNG CPRT DDOG FAST FAST CPRT CSCO FAST GILD GILD CSCO FAST GILD KDP KDP FAST GILD ILMN PEP PEP GILD ILMN KDP SIRI SIRI KDP KDP ORLY TMUS TMUS ORLY ORLY SIRI VRTX VRTX PEP PEP TMUS SIRI SIRI VRTX TMUS TMUS WDAY VRTX VRTX Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) To: Return to Sender who wrote (89063) 9/30/2022 4:23:42 PM From: Return to Sender 1 Recommendation   of 94293   ZERO PnF Buy Signals for the BPSOX Again as [ENTG is removed] Mon Tues Wed Thur Fri CRUS ENTG ENTG Semi Equipment Analysis | Stock Discussion ForumsShare RecommendKeepReplyMark as Last ReadRead Replies (1) Previous 10 Next 10