Doug Clinton, the founder and CEO of Intelligent Alpha, joined a discussion on the `Squawk box ” CNBC on February 12 concerning the state of the technological sector, the technological race of AI, the force of investments in IA And pricing uncertainty affected the technological actions of mega-caps last month. When he was asked to assess how bad he was on a scale of 1 to 10, Clinton replied that about 2.5 weeks ago, during what he called “Deep Tech Monday” , it was probably about 8.5 or 9 due to significant pressure. However, since then, things have calmed down following reports on the benefits of hyperscalers like Google and declarations of industry leaders such as Sam Altman indicating that the boom of capital expenditure in AI will continue .
Clinton stressed that even if they remain optimistic about technology overall, not all companies are also used in AI. For example, Meta is very exposed because of its leadership in the Open Source AI with models like Llama. Google and Nvidia are also strongly linked to AI progress. On the other hand, Amazon and Apple could have less exposure compared to other hyperscalers. Interestingly, the iPhone manufacturer recently concluded an agreement with Alibaba to integrate their AI models on iPhones in China. Regarding prices and trade tensions with China, Clinton suggested that if these problems should be monitored for hyperscalers who have significant exposure to the production of fleas, he does not think they will be too touched by the Prices due to their limited involvement in import / export activities directly affected by prices. Instead of focusing strongly on pricing risks at this stage, he thinks that it is more important for investors to follow how the AI products of these companies evolve and how customers adopt them.
He also expressed skepticism as to an prolonged trade war with China under Trump’s negotiation tactics. He noted similarities with recent negotiations involving Canada and Mexico where border policies have been adjusted without prolonged conflict on prices. While acknowledging that potential impacts if tensions increase considerably, affecting in particular flea producers, Clinton does not provide for this immediate concern over the next year. If China was involved in an extended trade war with the United States, this could be very bad for certain companies. However, Clinton does not think that this scenario is likely because Trump often seeks victories to negotiate quickly rather than prolonged conflicts.
We used a screen criterion to compile a list of technological stocks with a P / E ratio before under 15 years of age. We then selected 10 shares which had a high average increase potential (more than 30%) and were the most popular among elite hedge funds. Actions are classified in ascending order of their average increase potential. We have also added the feeling of hedge funds for each action from the insider monkey database.
Note: All data comes from February 13.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and high capitalization each quarter and has rendered 275% since May 2014, beating its reference with 150 percentage points (sEe more details here).
Is Micron Technology Inc. (MU) the best drop in technology to buy according to analysts?
A close view of a computer motherboard with integrated semiconductive fleas.
P / E front ratio: 12.48
Average upward potential: 58.16%
Number of hedge holders: 107
Micron Technology, Inc. (Nasdaq: MU) designs, manufactures and sells memory and storage products on a global scale. It works via four commercial units: calculation and networking, mobile, integrated and storage. It provides DRAM, Nand Flash solutions and other storage solutions under the micron and crucial brands. It serves markets for data centers, PCs, graphics, networks, car, industrial and mobile devices.
Morgan Stanley analyst Joseph Moore lowered the company’s price target to $ 91, compared to $ 98 on February 12, maintaining an equal weight rating. Moore has cited the potential deflationary effects of Deepseek AI innovations and the possibility of an increase in export controls or a reduction in expenditure enthusiasm in the AI sector. Despite this, it remains positive in the semiconductor sector as a whole.
But Micron Technology, Inc. (Nasdaq: MU) invests massively in the infrastructure linked to AI. It began building an advanced bandwidth packaging installation of 7 billion dollars in Singapore, including the start of operations in 2026., Creating 1,400 initial jobs with plans to reach 3,000.
It also extends its range of consumer products with relevant offers for AI applications. The new additions to the crucial range include crucial options P510 p510 at high speed and dram options, such as DDR5 Pro Crucial DDR5 play and Plug-And-Play DDR5 PRO and Play 64 GB. Products offer faster and more powerful solutions for various users, including those working with AI -oriented applications.
Parnassus Value Equity Fund is positive on the prospects of the company, due to the growth of the revenues of its memory segments and its advantageous position to benefit from the demand focused on AI. He said the following on Micron Technology, Inc. (Nasdaq: MU) in his Q2 2024 Investor letter::
“”Micron Technology, Inc. (NASDAQ: MU) published budgetary budgetary results that met expectations. The DRAM (Dynamic Random Access Memory) and NAND (non -volatile storage technology) segments have increased income sharply, continuing the company’s recovery after a cyclical slowdown last year. We believe that Micron is well placed to capitalize on AI -focused demand for greater memory. »»
Global mu rank On our list of the best cheap technology actions to buy according to analysts. While we recognize the potential of MU as an investment, our conviction lies in the conviction that AI actions are very promising for having provided high yields and doing it within a shorter period. If you are looking for a more promising stock of AI but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
