Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." ...

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

L1 Long Short Fund, an investment management firm, released its second-quarter 2025 investor letter. The L1 Long Short Fund (LSF) portfolio generated a return of 12.2% for the June quarter, ...

The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia's HBM is supplied by SK Hynix, but forecasts indicate ...

Neo Semiconductor X-HBM architecture will deliver 32K-bit wide data bus and potentially 512 Gbit per die density. It offering 16X more bandwidth or 10X higher density than traditional HBM. NEO ...

Micron's run-up got interrupted by the Edgewater Research report, putting a big fat warning about memory growth next year. While there is merit to the report, particularly the NAND weakness ...

HBM isn't new to the technology space. It's a form of sophisticated memory used in high-performance applications, including AI processors, graphics processing units, and data centers. What ...

Micron Technology’s MU May-quarter results handily beat management guidance for growth and profitability. Revenue rose 37% year over year to $9.3 billion, inclusive of 50% sequential growth for ...

Micron's leadership in high-bandwidth memory makes it a critical enabler of AI infrastructure, with demand outpacing supply and sold-out capacity through 2025. HBM market exploding from $4B (2023) to ...

Micron Technology’s MU high bandwidth memory (HBM) chips are experiencing robust traction due to their growing use in high-performance computing, hyperscalers and artificial intelligence data centers.

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