Renaissance Tech Adds Micron, Exits Broadcom, Among Q3 Trades
Third Point 13F Shows Exited Position In International Flavors & Fragrances, Previously Holding 1,300,000 Shares; Advance Auto Parts, Previously Holding 1,500,100 Shares; ASML Holding, Previously Holding 80,000 Shares; MSCI, Previously Holding 150,000...
Dan Loeb's Third Point Enters Tesla, CVS, Exits Uber, Verizon, Among Top Q3 Trades
Micron Technology Options Spot-On: On November 14th, 156.8K Contracts Were Traded, With 1.72 Million Open Interest
On November 14th ET, $Micron Technology(MU.US)$ had active options trading, with a total trading volume of 156.8K options for the day, of which put options accounted for 43.65% of the total
Memory Makers Likely to See Recovery in Second Half of 2025: Citi
Will the frenzy of datacenters continue amid the slowdown of AI large model upgrades, Musk's "disruptive effect," and OpenAI's anxieties?
Due to the tight supply of high-quality data and the expensive construction costs of datacenters, the upgrade speed of AI large models is slowing down, which may, in turn, hinder the overall progress of the industry and datacenter development; at the same time, Musk's aggressive investment in datacenter construction may increase the expansion difficulties for other AI companies.