Micron Technology stock forum
LOW Lowe’s released its 10-Q report this week, revealing a 1% drop in Q3 revenue to $20.2 billion, exceeding expectations by $260 million. Comparable sales dipped just 1%, better than the anticipated 3% decline. Adjusted earnings per share (EPS) reached $2.89, beating estimates by $0.08. High interest rates and a weak housing market continued to impact big-ticket DIY projects, mirroring trends seen at The Home Depot last week. Despite these challenges, Lowe’s experienced growth in Pro sales, e-commerce, and storm-related repair spending, with smaller outdoor DIY projects adding further support.The company revised its full-year comparable sales decline forecast to 3.5%–4% (narrowed from 3.5%–4.5%) and raised its profit outlook. CEO Marvin Ellison emphasized ongoing investments in Pro services and efforts to meet changing customer needs. Analysts remain cautious, noting that pressures on large-scale projects are unlikely to ease until the housing market stabilizes, potentially not until late 2025.
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MU Starting to move - load up
NVDA The whole semiconductor sector is in a 5-month slump. Trading flat or at a loss since June. As the world waits in anticipation of Trump tariffs now, the sector is at a make or break level to continue the bull run or flatten out over 3+ quarters.Inside trades from key shareholders could begin to take place if growth continues on pause.
Big investors may rotate some funds if this sector continues flat or without returning gains beyond a full quarter.
NVDA is a major part of the SPX and NDQ portfolio. So its move up or down will weigh heavily on the market.
It’s an interesting time for AI and how it affects global economics, national security, transportation, education, and re-shapes every industry.
We may be heading into the phase where companies that build on top of the AI infrastructure layer are the ones that top the charts with booming growth. Maybe even the already existing software layer giants like META. For now, the semiconductor sector growth has been on pause after enormous growth. This sector will no doubt continue to be important and I’m sure it will grow over time. 5 months without returns just may begin to discourage investors if the sector doesn’t break into new growth soon.
I know I’ll be watching each industry closely to see which companies adopt AI to gain an edge over their lagging competitors.
Just like the age of the internet. And social media. Look for the industry innovators in AI to come out on top. Especially in industries of automation, transportation, healthcare, etc. Every industry is in a new era of innovation. We will see more shifting of fate and position in industry than ever before.
As AI hardware and software evolves, look for companies innovating and adapting better and faster than their peers.
AMD SMH SMCI 
TSM MU 
AVGO
MU thoughts???
MU the trades are small transactions, I will sell all now.
MU Any news today?
MU guys any view on MU?
MU smart money is accumulatingMU I take the gain today
