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Micron: Lackluster Reaction To Stellar Q3 Makes Me Downgrade To Strong Sell
Seeking Alpha· 2025-06-30 14:17
Group 1 - Micron Technology, Inc. reported strong Q3 2025 earnings, indicating robust financial performance [1] - Since April 22nd, Micron's stock has doubled over the course of two months, reflecting positive market momentum [1] - Following a significant drop post liberation day, the stock reached lows before recovering [1]
Buy One, Sell The Other: Post Amazon Pre-Shopify Earnings Reviews
Seeking Alpha· 2025-05-05 17:40
As you can already tell from the title, I'm downgrading Shopify Inc. (NASDAQ: SHOP ) stock to a Sell ahead of Q1 2025 earnings on May 8th, as II’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like my service to revolve around is momentum.Analyst’s Disclosure: I/w ...