BlancheElsie
09-02

$Micron Technology(MU)$ Logically, MU.. far more fair valuation for a value investor.. Price / Book is around 2.4 vs 50 for NVDA Forward PE around 11 vs 42 for NVDA... however, NVDA is the flavor of the month and there's no requirement for the stock market to be logical. NVDA is also profitable now whereas MU isn't so a play on MU is a play on the turnaround and the lofty predictions of analysts. I still take MU when we're reporting $3/share earnings per quarter towards the end of 2025 it should move towards the $300 - $400 range.


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