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Posted on 12/01/2025 11:57:54 AM PST by SunkenCiv
Recent announcements, including the US$9.6 billion Japan chip plant, have fueled optimism but don’t materially change the current biggest short-term catalyst, tight global memory chip supply, or the main risk of continued heavy capital spending weighing on cash flow and margin stability.
Micron’s investment in the Hiroshima facility may be the most relevant recent announcement, as it enhances the company's manufacturing capacity for advanced memory, positioning it to serve fast-growing AI and data center markets. While this addresses demand surges, it also reinforces the importance of prudent capital allocation given memory market volatility and ongoing competition impacting returns.
(Excerpt) Read more at simplywall.st ...
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December is typically an off month in the stock market, btw.
Fundstrat's Tom Lee breaks down on CNBC why a weak start to December may still set the stage for a powerful year-end rally.Tom Lee: Why a Rocky Start to December
Could Lead to a Year-End Rally | 9:07
Fundstrat | 92.9K subscribers | 35,440 views | December 1, 2025
Is there any chance that there will be an AI boom/bust glut, like dot coms and EVs? All I see reported is a straight-line straight up trajectory with no consideration about having too much capacity, or capacity in the wrong place, etc.
Yep. December is typically a down month for stocks (especially end of the month) as people are balancing their portfolios and taking the losses to offset gains before tax year ends. So, you have tax implications impacting trades.
This stock has done well for me this year along with NVDIA, and others.
In addition to people needing money for the holidays.
In spite of the dot com bust, the internet won in the end as more of our lives revolve around the internet than ever before.
The dot-coms were indeed a bubble because they were selling nothing at all. The companies that figured out how to monetize their online stuff are still with us or were acquired by companies who did. They probably were likely better-capitalized in the first place.
I remember the IPO for The Globe, a hugely popular online forum. Some of the people I 'met' there are still around, at least four have died (the first was an Australian, 'socialworkin'), and I've had dinner with at least one.
It was the biggest IPO of all time up until that time. Within months it was gone. A very cute employee I 'knew' mailed a bunch of promo stuff (hats I think, other stuff) to my house, but alas, never contacted me again.
Meanwhile, the handful of people who'd started it moved to their private islands or whatever and I have no idea what happened with them after that.
As with all stocks, well-run companies go up, just not on a straight line. People who don't get that should not try to direct their own portfolios.
Definitely — sell the losers for the deductions, and sometimes buy them back even lower in January. 💰
I’d held some years ago, and just before I retired I nabbed a few hundred. I bought it in two or three chunks because the first sale didn’t go through thoroughly, and the price declined, allowing me some averaging. I got 100 of another tech-related stock which was priced about double that of MU, and held them both for five weeks. My only regret was not having 100 percent of my IRA in those two. Made a nice bundle in just five weeks. I’ve done well since, but both have continued their rise.
>> All I see reported is a straight-line straight up trajectory
And not to worry, it’ll go up and never come down! I know what you’re thinking, but it’s different this time!
To go bust, there has to be undelivered promises.
So far, AI is exceeding most expectations. Far beyond what was through possible just 1-2 years ago.
Coulda, woulda, shoulda!
I think I am up 60% for the year.
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