Jun. 1 at 11:52 PM
Analyst flow heating up across a few very different corners of the market
$MSTR Mizuho trimming target to 265 from 320, still outperform but sentiment getting more mixed around BTC leverage exposure
$MU Raymond James raising target to 1100 from 530, strong conviction call on memory cycle strength and AI demand tailwind
$NCLH Loop Capital initiating Buy at 22 target, reopening + travel demand still in play
$NTAP Argus lifting target to 200 from 130, steady enterprise storage demand supporting re-rating
Interesting mix here… AI semis still getting upgrades while some high beta names see more cautious positioning