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@FallenBlew41 2 months ago

$MU and $FDX earnings next week and I genuinely don't know which one is more interesting

$MU and $FDX earnings next week and I genuinely don't know which one is more interesting

has every analyst on earth saying the memory upcycle has years to run but the stock keeps trading like a cyclical

is dealing with the logistics threat while volume trends are hard to read

two completely different stories dropping the same week

which one are people actually more focused on and why?

@BrianHoward 2 months ago

it is definitely a big week for both but micron technology seems more exciting given the current demand for chips. hope we get some clarity on the cyclical nature of it.