JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Micron Technology, Inc. (NASDAQ: MU ) reported better-than-anticipated earnings for its first quarter of the 2025 financial year Thursday, but the semiconductor company whiffed badly on its forecast for the second quarter, which ended up dragging down the entire market.A financial researcher and avid investor with a keen eye for innovation and disruption, as well as growth buy-outs and value stocks. Keeping an eye on the pace of high tech and early growth companies, I write about current events and the bigg ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Some stocks just can't seem to fetch much enthusiasm.Without question, semiconductor stocks have been some of the biggest winners amid the artificial intelligence (AI) revolution. While stars such as Nvidia, Taiwan Semiconductor Manufacturing, and Broadcom fetch the most attention, investing in the chip sector at large during the past two years has yielded market-beating returns.As of market close on Dec. 20, the VanEck Semiconductor ETF had gained 39% in 2024 -- handily topping the returns of both the S&P ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Micron's (NASDAQ: MU )'s stock dropped nearly 20% following a disappointing 1Q FY2025 earnings report. Revenue for the quarter was nearly in line with consensus, but the outlook for 2Q FY2025 fell significantly below market expectations, primarily due to weaknessI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA with a degree of Business Economics and UMich Ross School of Business with a Master of Accounting. I'm a senior analyst ...

Several of the short-term worries that I identified in the last article I wrote about the company in October played out in Micron's (NASDAQ: MU ) (NEOE: MU:CA ) recently reported first-quarter fiscal year ("FY") 2025 earnings report. The market'sI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often ...

Nvidia has dominated the AI narrative in the stock market, captivating investors and the media after soaring 2,190% over the past five years and becoming the most valuable company in the world for a brief period (it's currently No. 2).However, Nvidia is far from the only opportunity in the AI or semiconductor space. In fact, one chipmaker just reported 400%-plus year-over-year data center revenue growth and overall revenue growth of 84% to $8.7 billion in its latest earnings report (for the quarter ending N ...

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

2024 年 12 月 20 日 半导体: 中性 证券研究报告 / 业绩点评报告 美光科技 (MU US, 买入, 目标价: US$118.00) 买入 搏有 盘出 【评级说明】 行业评级体系以报告发布日后 6-12 个月的行业指数涨跌幅相对同期相关证券市场（A 股市场为沪深 300 指数、H 股市场为恒生 指数、台股市场为台湾加权指数、美股市场为纳斯达克指数、欧洲市场为 MSCI 欧洲指数）大盘指数涨跌幅为基准：分析师估测"超 配"行业相对大盘涨幅在 10%以上；"中性"行业相对大盘涨幅介于-10%到 10%之间；"低配"行业相对大盘涨幅低于-10%。 | --- | --- | --- | --- | |-----------------|--------|--------|-------| | | | | | | 主要调整 | | | | | | 现值 | 原值 | 变动 | | 评级 | 买入 | 买入 | N/A | | 目标价 (US$) | 118.00 | 148.00 | -20% | | 2025E EPS (US$) | 7.05 | 8.36 | -16% | | 2026E EPS ...