HiTALK
08-27

$Micron Technology(MU)$ I took my time to look at Micron' operations. It has a gigantic operation, absolutely superior delivery capacity, Micron has about 13,000 more employees than Nvidia and 15,000 more than AMD. They provide HBM for Mvidia and many others, their GPUs are top notch and their profitability is going to expand exponentially.

I believe Micron is way more than what analysts think they are. Their speed of delivery is astonishing, unparalleled potential.

My estimate on the current value of Micron' stock is anywhere between $120-170.

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