Providing alpha-generating investment ideas. I am an independent investor managing my family's portfolio, primarily via a Self Managed Super Fund. You can expect my articles to deliver a clearly structured, evidencebased thesis. But first and foremost, I encourage readers to judge me on my performance.I have a generalist approach as I explore, analyze and invest in any sector so long there is perceived alpha potential vs the S&P500. The typical holding period ranges between a few quarters to multiple years. ...

Tired of losing money? Our Tech Contrarians team of Wall Street analysts sifts through the noise in the tech industry and captures outperformers through a coveted research process. We let the work speak for itself here . Micron Technology, Inc. (NASDAQ: MU ) reported its fourth quarter of FY2024 results and outlook yesterday after the bell, causing the stock to shoot up +15% today. We downgraded MU to a hold in late August as Analyst's Disclosure: I/we have no stock, option or similar derivative position in ...

Micron Technology, Inc MU stock continued its upward trajectory Thursday after reporting upbeat quarterly results after the market closed on Wednesday. Micron reported fourth-quarter revenue of $7.75 billion, topping the analyst consensus estimate of $7.64 billion. The adjusted EPS of $1.18 beat the analyst consensus estimate of $1.13. Also Read: What's Going On With Nvidia, Broadcom, Intel, And Other Chip Stocks On Thursday? Micron expects first-quarter revenue of $8.7 billion, plus or minus $200 million, ...

Micron's technology is central to multiple hot industries today, driving innovation across sectors. In AI, for instance, its memory products play a critical role in processing vast amounts of data. In the automotive industry, Micron supports advancements in autonomous driving and advanced driver-assistance systems (ADAS). Its products also enhance the performance of client PCs and consumer electronics, enabling faster computing and more efficient data storage. In data centres and servers, Micron provides th ...

Analyst's Disclosure: I/we have a beneficial long position in the shares of MU either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any inv ...

Micron Technology, Inc. (NASDAQ: MU ) reported fiscal Q4 earnings after the close Wednesday to a positive reception, as the stock is up around 12% after hours. The company beat estimates on To follow me click the "Follow" button! (Easy right?) Hi there, thanks for coming to my profile page! My name is Kumquat Research (but you can call me Jeremy) and I've been writing for Seeking Alpha on and off for going on ten years now, beginning with my inaugural published piece during my first year of college. I have ...

文章核心观点 - HudBay Minerals (HBM)的股价在最近的交易中下跌了1.01%,低于标普500指数的0.19%下跌 [1] - HudBay Minerals过去一个月的股价涨幅为0%,低于基础材料板块2.2%的涨幅和标普500指数2.06%的涨幅 [1] - 公司即将发布的财报显示,其每股收益(EPS)预计将增长42.86%,收入预计将增长5.07% [1] - 全年来看,公司的每股收益和收入预计分别增长126.09%和21.46% [2] - 分析师对公司的预测有所上调,反映了对公司业务和盈利能力的乐观 [2] - 公司目前的市盈率与行业平均水平持平 [3] - 公司所在的采矿行业目前在250多个行业中排名靠后,位于底部36% [3] 行业分析 - 采矿行业属于基础材料板块,该板块的行业排名靠后,位于250多个行业中的底部36% [3] - 根据Zacks的研究,排名靠前的行业其平均表现是排名靠后行业的2倍 [4] 公司分析 - 公司最近一个月的股价涨幅为0%,低于基础材料板块和标普500指数的涨幅 [1] - 公司即将发布的财报显示,其每股收益和收入预计将分别增长42.86%和5.07% [1] - 全年来看,公司的每股收益和收入预计分别增长126.09%和21.46% [2] - 分析师对公司的预测有所上调,反映了对公司业务和盈利能力的乐观 [2] - 公司目前的市盈率与行业平均水平持平 [3]

Hudbay Minerals (HBM) announced that it has received the Aquifer Protection Permit for its Copper World project from the Arizona Department of Environmental Quality ("ADEQ"). The stock jumped 4% on the news as the issuance of this permit cleared the second-last step before HBM can commence the construction of the Copper World project. The Copper World project in Arizona represents Hudbay Mineral's next significant copper growth project, with an expected annual copper production capacity of 85,000 tons over ...

TORONTO, Aug. 29, 2024 (GLOBE NEWSWIRE) -- Hudbay Minerals Inc. ("Hudbay" or the "Company") (TSX, NYSE: HBM) is pleased to announce that it has received an Aquifer Protection Permit for the Copper World project ("Copper World") from the Arizona Department of Environmental Quality ("ADEQ"). The company proactively engaged with the ADEQ, ensuring a transparent and thorough permitting process by providing comprehensive and detailed information. The issuance of this permit is a key milestone in the advancement ...

l 100 Print r Monty Rakusen Applied Materials (NASDAQ:AMAT) sells equipment, services and software to the semiconductor and display markets. I think the company is well positioned in the overall semiconductor equipment market, particularly in capturing the growth in HBM, DRAM and advanced packaging. The energy-efficient computing could potentially serve as a long-term growth tailwind for Applied Materials, in my view. I am initiating a 'Buy' rating with a one-year price target of $220 per share. High-bandwi ...