$Micron Technology(MU)$ I thin

$Micron Technology(MU)$ I think Micron is in the process of being re-rated by the market. The stock should be around $1200 around the time of earnings. Even at $1860 (FY27 $155 EPS x 12x), it still looks cheap given the multiples other semis are trading at. Look at AMD and Intel at 40x! It's surprising to see Intel at that level too.

I don't compare it with NVIDIA because they are rightfully on a different level right now. They have the hardware, the software, and the ecosystem. They have a platform, which none of the others really do yet.

Stay long MU, ignore the noise, and you should do well.

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