AI Memory Dominates: $MU Leads FCF Growth by a Mile

AfraSimon
07-11 10:39

AI infrastructure is reshaping corporate cash generation.

Forward free cash flow growth estimates show memory makers leading the next cycle, with $MU far ahead of every other $1 trillion company, while many former mega-cap leaders are expected to see slower or even declining cash flow growth.

FWD FCF Growth of $1T Club Stocks:

- $Micron Technology(MU)$ +2,819%

- $Samsung Electronics Co., Ltd.(SSNLF)$ +488%

- $SK Hynix, Inc.(HXSCF)$ +487%

- $Eli Lilly(LLY)$ +159%

- $NVIDIA(NVDA)$ +121%

- $Broadcom(AVGO)$ +85%

- $Taiwan Semiconductor Manufacturing(TSM)$ +49%

- $Apple(AAPL)$ +43%

- Saudi Aramco +20%

- $Microsoft(MSFT)$ -10%

- $Berkshire Hathaway(BRK.A)$ -53%

- $Alphabet(GOOGL)$ -70%

- $Meta Platforms, Inc.(META)$ -98%

- $Amazon.com(AMZN)$ -193%

- $Tesla Motors(TSLA)$ -259%

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