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1Bitget UEX Daily｜Micron Earnings Significantly Beat Expectations Boosting AI Sentiment; Oil Prices Fall as Supply Concerns Ease; Trump Delays Housing Bill Signing 2Micron Technology (MU) FY2026 Q3 Earnings: Revenue Surges 346% YoY, Gross Margin Hits Record 84.9%, Q4 Guidance Crushes Estimates 3The "Storage Supercycle" in Kioxia's Financial Report: Apple Orders Surge, Raw Material Inventory Soars, and the Entire Industry Chain Is Rushing to Position Ahead

10x Research: How will ETH prices move in the post-ETF era?

BlockBeats·2024/07/23 09:50

Is Bitcoin (BTC) on the Verge of a $70K Milestone?

Newscrypto·2024/07/23 08:37

Will ETH Rise to $4K Post Approval of Ethereum ETF?

Newscrypto·2024/07/23 08:37

Mt. Gox transfers $3.2 billion in Bitcoin with $150 million to Bitstamp

Cryptobriefing·2024/07/23 08:36

Ether ETFs May See Annual Flows Between $4.8B – $6.4B: Wintermute

Cryptonews·2024/07/23 07:44

Shiba Inu (SHIB) Price Underperforms but Here Are Four Reasons Why This Might Change Soon

Check out what could fuel a new SHIB rally in the near future.

Cryptopotato·2024/07/23 07:11

BlackRock’s spot bitcoin ETF posts $527 million in net inflow, largest since mid-March

BlackRock’s IBIT posted its highest net inflow since March 13, totaling $526.7 million.Collectively, ten U.S. spot bitcoin ETFs, excluding Bitwise’s BITB, attracted $533.57 million in net inflows.

The Block·2024/07/23 05:19

Will Bitcoin’s Liquidity Be Unlocked for The Next Billion Users?

Cryptonews·2024/07/23 04:58

SEC Approves Spot Ethereum ETF: ETH Price Dips

BeInCrypto·2024/07/23 04:17

Meme New Biaoqing (BIAO) Market Research Analysis

Bitget·2024/07/23 02:53

Flash

04:06

Serenity: Humanoid robots will drive a decades-long storage demand cycle

Serenity stated on the X platform that the CEO of Micron Technology predicts humanoid robots will drive a decades-long cycle of storage demand, with each robot requiring about 10 times the memory of an L2+ level autonomous vehicle. The demand wave is expected to begin before the end of this decade. The CEO of Micron Technology mentioned that increased value of on-device AI and the need for device upgrades will fuel growth in the storage market. Serenity pointed out that the Chairman of TSMC, Elon Musk, and the CEO of Micron Technology all see humanoid robots as the next major trend, and physical AI is considered the next stage of AI development.

03:57

“Mohnish Pabrai, a globally renowned value investor known as the 'disciple of Buffett,' built a position in Micron in 2017 and closed out his position in September 2023, making about a 100% gain; however, after his exit, Micron's stock price rose more than 15 times in two years, and it is estimated that he missed out on approximately 2 billions dollars in gains.”

In his dealings with SK Hynix, he also sold too early. He admits this was a major mistake in his investment career. As the industry eliminated over 20 manufacturers, leaving Samsung, SK Hynix, and Micron as the three leading players, storage has become a highly competitive sector with extremely high barriers to entry. Combined with the explosive demand driven by AI, he believes the industry's dividends are just beginning, yet he exited too early and missed out on the subsequent bull market.

03:53

Truist lowers EQT Energy's price target to $65

Golden Finance June 25｜ Truist has lowered the target price of EQT Energy from $74 to $65, maintaining its "Buy" rating.

Trending news

Q3 storage growth exceeds expectations, HBM profitability to catch up with general DRAM next year, Nomura raises targets for SK Hynix and Samsung successively

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