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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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This episode details a significant revision to the investment outlook for Micron Technology by the firm Rosenblatt. Specifically, Rosenblatt dramatically increased its price target for Micron stock to $300 from $250 while keeping its "Buy" rating. This optimistic stance is fundamentally based on the exploding demand for memory (DRAM and NAND), which is primarily fueled by applications in artificial intelligence (AI). The analysis points out that supply growth for DRAM is expected to remain limited through 2026, a factor that, combined with the quicker-than-expected rise in both DRAM and NAND prices, supports the higher valuation and a favorable environment for Micron's shares.
Disclaimer: This podcast by kavout.com is for informational and educational purposes only and does not constitute investment advice. All opinions are those of the hosts and guests. Please consult a qualified financial advisor before making any investment decisions.
136 episodes
