Micron Technology Where's My High Bandwidth Memory?
Looks like memory chipmaker Micron Technology (MU) is giving investors a reason to stay chipper. Needham analyst Quinn Bolton seems to be riding the AI wave boosting revenue estimates and selling out on HBM3E memory solutions. Long live HBM3E!
Lululemon Time to Yoga pose for Profits
Athletic apparel maker Lululemon (LULU) may be facing 'macro pressures' but is still stretching toward growth. Guggenheim analyst Robert Drbul might have lowered estimates but hey quadrupling international revenue? That's some heavy lifting!
Broadcom Driving the AI Chip Highway
Semiconductor company Broadcom (AVGO) is riding the generative AI wave like a champ. Susquehanna analyst Christopher Rolland is bullish on Broadcom's AI sales target and the custom chip game. Looks like Broadcom's setting the tech world on fire!
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