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コンテンツは Investing in Intelligence によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Investing in Intelligence またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal
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AI Stock Micron (MU) - Micron Technology ($MU) as an AI Stock Investment

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Manage episode 411334430 series 3566434
コンテンツは Investing in Intelligence によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Investing in Intelligence またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the AI industry. We discuss the valuation of Micron and the importance of considering forward-looking metrics in relation to Micron's DRAM and NAAN memory. We also cover potential risks associated with investing in Micron, along with a look at the overall market and the importance of monitoring CPI and PPI data.
Micron (MU) AI Stock Episode Takeaways:
-Micron's (MU) recent earnings call indicates strong revenue growth due to AI and potential partnerships with companies like Nvidia, which could drive future demand for their products.
-Valuing Micron based on traditional metrics like PE ratios may not accurately reflect the company's potential due to its explosive growth in AI and changing market dynamics.
-AI server demand is expected to continue driving revenue growth for Micron in the near future.
-Investors should consider the overall market conditions, including CPI and PPI data, when making investment decisions.
-Recent developments in the AI industry, such as OpenAI's GPT-3 and Apple's Realm model, highlight the increasing mainstream interest and potential of AI technology.
Micron ($MU) AI Stock Episode Chapters
0:00 Introduction
0:46 Overview of Micron and Disclosure
1:39 Micron's Products and Impressive Earnings Call
4:36 Exciting Developments and Potential AI Partnerships
6:38 Valuing Micron: PE Ratios and Competitors in AI Memory
8:24 Cyclicality and Future Growth due to AI
9:01 Evaluating $MU EPS and PE Ratios
10:07 Using Different Metrics to Value Micron (MU)
19:08 Analyzing Micron's Risk and AI Server Demand
23:30 Considering Overall Market Conditions
27:00 Recent Developments in the AI Industry

  continue reading

16 つのエピソード

Artwork
iconシェア
 
Manage episode 411334430 series 3566434
コンテンツは Investing in Intelligence によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Investing in Intelligence またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal

Is Micron the next big AI stock you should invest in? We analyze Micron's recent earnings call and the potential impact of their products on the AI industry. We discuss the valuation of Micron and the importance of considering forward-looking metrics in relation to Micron's DRAM and NAAN memory. We also cover potential risks associated with investing in Micron, along with a look at the overall market and the importance of monitoring CPI and PPI data.
Micron (MU) AI Stock Episode Takeaways:
-Micron's (MU) recent earnings call indicates strong revenue growth due to AI and potential partnerships with companies like Nvidia, which could drive future demand for their products.
-Valuing Micron based on traditional metrics like PE ratios may not accurately reflect the company's potential due to its explosive growth in AI and changing market dynamics.
-AI server demand is expected to continue driving revenue growth for Micron in the near future.
-Investors should consider the overall market conditions, including CPI and PPI data, when making investment decisions.
-Recent developments in the AI industry, such as OpenAI's GPT-3 and Apple's Realm model, highlight the increasing mainstream interest and potential of AI technology.
Micron ($MU) AI Stock Episode Chapters
0:00 Introduction
0:46 Overview of Micron and Disclosure
1:39 Micron's Products and Impressive Earnings Call
4:36 Exciting Developments and Potential AI Partnerships
6:38 Valuing Micron: PE Ratios and Competitors in AI Memory
8:24 Cyclicality and Future Growth due to AI
9:01 Evaluating $MU EPS and PE Ratios
10:07 Using Different Metrics to Value Micron (MU)
19:08 Analyzing Micron's Risk and AI Server Demand
23:30 Considering Overall Market Conditions
27:00 Recent Developments in the AI Industry

  continue reading

16 つのエピソード

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