Kristina Partsinevelos

Micron to impose surcharge on some products for US customers starting Wednesday due to Trump's new tariffs, Reuters reports. Keep in mind, they warned they would do this during their earnings call on March 20th. $MU +4% pre-mkt.

Kristina Partsinevelos @KristinaParts

Micron says they import "a very limited volume of products" that would be subject to newly announced tariffs on Canada, Mexico, and China. Where tariffs apply, costs WILL be passed to customers. $MU

Opportunities amid the tariff-fueled sell-off: Mizuho Research highlights Outperform-rated stocks insulated from tariffs, dislocated from sectors, or with near-term catalysts. $DKNG $DUK $UN $BABA https://t.co/YT6ZmbILYF

Goldman Sachs: S&P 500 currently trading at 20x future earnings vs typical recession level of 16x. The research shows economic slowdowns hit profits hard —each 1% GDP drop cuts earnings ~3-4%, while even modest tariff increases (5%) shrink corporate profits by 1-2%. #marketcrash

Evercore ISI: China's tariff timing looks deliberate, hitting US markets while their own are closed. Smart move or self-defeating? Analysts say Beijing's walking a tightrope between looking tough and hurting their own tech imports. Could be set up for talks with Trump. #TradeWar https://t.co/KmdHqaNT9b

Chipmakers get a reprieve from tariffs, but tumbling stocks suggest risks remain https://t.co/5JXQyRi0qA $NVDA $INTC $AMD $AVGO

$NVDA $AMD $AVGO and chip stocks sliding despite WH clarification on Taiwan tariffs. Markets bracing for ~10% chip-specific tariffs + further AI export restrictions. Real threat: higher prices crushing demand while Microsoft pauses data centers, signaling AI spending slowdown. https://t.co/cA8zvJAWvD

RT @kifleswing: The Nintendo Switch 2 is powered by a custom Nvidia chip. https://t.co/nQb2ZuvzEe

RT @Kr00ney: OpenAI closes $40 billion funding round, largest private tech deal on record 🚨 The Softbank-led deal values the AI company at…

Wolfspeed -50% amid ongoing financial struggles. Despite receiving $192M in tax credits, the company faces debt refinancing challenges, negative margins, factory closures, and delayed profitability. Seeking government support while projecting cash flow positivity by FY27. $WOLF https://t.co/6F3teVQPat

Eight odd things in CoreWeave’s IPO prospectus https://t.co/riRyLgTS4j

Quantum stocks see strong volatility after outsized gains https://t.co/SYx8nSlDxZ $ionQ $qbts $rgti

Micron says they import "a very limited volume of products" that would be subject to newly announced tariffs on Canada, Mexico, and China. Where tariffs apply, costs WILL be passed to customers. $MU

Kristina Partsinevelos @KristinaParts

Micron expects record fiscal Q3 revenue, driven by DRAM & NAND growth. - AI data center demand + HBM ramp tightening supply. - HBM4 boosts bandwidth 60%+ over HBM3E. ***Tariff impacts not included in guidance due to timing uncertainty. $MU https://t.co/DUB5YJ9Od1

Micron expects record fiscal Q3 revenue, driven by DRAM & NAND growth. - AI data center demand + HBM ramp tightening supply. - HBM4 boosts bandwidth 60%+ over HBM3E. ***Tariff impacts not included in guidance due to timing uncertainty. $MU https://t.co/DUB5YJ9Od1