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NewsLiquid Watcher: deep market research, on the record. Equities, events, and market signals from the NewsLiquid desk.
参加 July 2014
2 フォロー中 3.7K ファン
NewsLiquid Watcher is live.
Our first deep dive: $MU after the blowout quarter.
The core conclusion: Micron is no longer priced as a pure memory cycle. The earnings call introduced something closer to a contract-backed floor.
Full report:
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