Micron breakout: next stop $100+ rallied off its recent lows & looks poised to break out. fears of a cyclical downturn in the dram market seem overblown at this point. with just a little multiple expansion, it's easy to justify a stock price well over $100 per share Semiconductors MU Similar Stonks Comparison Market Cap $MU 96 B $NVDA 797 B $AVGO 734 B $TSM 627 B $QCOM 202 B
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meanwhile .. logistics automation is getting momo. $BGRY develops systems AI, mobile robots, scanning, gripping & sensing technology to pick orders & speed goods through distribution centers that once relied largely on human labor, now turning to automation as the pandemic & social-distancing requirements have made it harder to boost output by hiring more workers. e-commerce is exploding. Berkshire went public through a SPAC deal co-founded with AOL co-founder Steve Case. automation is becoming mission critical for the supply chain whether in retail, e-commerce, grocery, package handling or delivery. BGRY announced it recently secured new orders of $36m representing $25m in repeat orders from a blue-chip anchor customer $WMT & $11m from new customers. no big deal. chart set to breakout .. yet another follow-on order for tens of solutions to be installed in different locations, with many more locations for future orders obviously the catalyst that sends this .. on 23-Nov PT's raised
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  • Micron breakout: next stop $100+ rallied off its recent lows & looks poised to break out. fears of a cyclical downturn in the dram market seem overblown at this point. with just a little multiple expansion, it's easy to justify a stock price well over $100 per share Semiconductors MU Similar Stonks Comparison Market Cap $MU 96 B $NVDA 797 B $AVGO 734 B $TSM 627 B $QCOM 202 B
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