zubee
zubee
Upward only, let's make those gains
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avatarzubee
02-02 07:39
It is not over bought and not over priced. $Micron Technology(MU)$  stated that forward EPS 8.42 multiplied by 4 equals 33.68, then multiplied by PE 15 gives 505.20. This seems a fair valuation. What do you think?
avatarzubee
01-16
$SanDisk Corp.(SNDK)$  is at 450 and $Micron Technology(MU)$  is at 340 when $Micron Technology(MU)$  reports higher earnings. Undervalued by 35%, worth about 550!
avatarzubee
2025-09-29
$Micron Technology(MU)$  Anyone caught Jensen's interview 48 hours back? Dude was spitting fire about HBM integration, talking full-stack chip redesign to shift vanilla computing into AI territory.
avatarzubee
2025-12-12
$Broadcom(AVGO)$ 's semiconductor revenue just doubled annually, while $Micron Technology(MU)$  is poised to capture 30% market share with its energy-efficient HBM4. Similar performance can be expected from other industry leaders.
avatarzubee
2025-11-27
Double whammy in demand! $NVIDIA(NVDA)$ 's vacuuming up all $Micron Technology(MU)$ 's HBM chips, while $Dell Technologies Inc.(DELL)$ 's hoarding every NAND wafer for AI servers. With prices rocketing upwards, Micron's margins are set to soar. Easy 350 within twelve months!
avatarzubee
01-22
$Micron Technology(MU)$ market big rally with greenland not acquired by force. 390++
avatarzubee
2021-08-20

My personal investment summary

Still accumulating under 10usd for longer term investment shares.have a strategy and discipline. I consider BB speculative and agggressive and place it in that investment bucket. I believe their position in Cyber security and IoT is promising because AI and automation is the future but keeping your EV or train or anything connected to the internet is massively risky. I support Chen's restructure focus and am impressed with how he's positioned BB. The fundamentals in the Cyber security division have held BB down but I'm personally convinced they're going in a positive direction and we'll see revenue growth and synergy soon.buy low sell high. you could argue I'm early here and should wait on the quarterly report. not my style....i do my own analysis of the analyst reports, look at what they
My personal investment summary
avatarzubee
2025-12-19
$Micron Technology(MU)$ Legislation accelerating AI data center construction just cleared the House...Bullish momentum intensifies...Anticipate sector-wide revaluation
avatarzubee
2025-11-12
$Micron Technology(MU)$ Anyone catch the $Advanced Micro Devices(AMD)$  scoop? Looks like Christmas came early for MU. Yours truly is all-in on storage & memory plays, ready to ride the wave.
avatarzubee
2025-11-06
Looks like $Micron Technology(MU)$ 's price action today was basically investors fleeing $Palantir Technologies Inc.(PLTR)$ 's nosebleed-inducing P/E ratio. When you're scared of heights, you naturally gravitate towards $Micron Technology(MU)$ 's bargain basement valuation. Just my two cents without concrete news.
avatarzubee
2025-12-22
Looks like an analyst firm bumped $Micron Technology(MU)$ 's target from $300 to $500 while keeping their buy rating. Their historical accuracy tracking this stock is solid, with previous targets getting smashed. The fresh target's based on 14x P/E ratio projections. Do your own digging as always.
avatarzubee
2025-09-16
Check the P/E ratios: $Micron Technology(MU)$  28x, $ASML Holding NV(ASML)$  30x, $NVIDIA(NVDA)$  50x, $Advanced Micro Devices(AMD)$  90x+. Now ask yourself if $Micron Technology(MU)$  has upside potential. Personally reckon $180-240 is the sweet spot for coming quarters, given its prime market position and insatiable demand.
avatarzubee
2025-12-19
$Micron Technology(MU)$ By ditching consumer memory to go all-in on AI chips, these guys basically predicted the bubble talk. Memory demand is like cockroaches after nuclear war - it always finds a way. With data centers popping up faster than mushrooms, positioning as the shovel seller in this AI gold rush looks proper smart.
avatarzubee
02-02 04:39
Microsoft's earnings report relates to MU. $Microsoft(MSFT)$  spent $37.5 billion on AI this quarter, up from $22.6 billion. That's a massive quarterly spending jump. Positively for Micron, Microsoft's AI demand outpaces its supply capacity. For $Apple(AAPL)$ , iPhone sales rose 23.5% last quarter. Cook stated memory pricing will materially impact gross margins next quarter. Micron can only supply 50% to two-thirds of demand, creating a 50%-66% shortage. Some customers note memory firms now prioritise high-margin AI clients (beneficial for $Micron Technology(MU)$ ). Is this a bubble? Or can companies not scale fast enough? Certain voices cite Bitcoin
avatarzubee
01-18
KeyBanc increased the price target for $Micron Technology(MU)$  from $325 to $450 and maintained an Overweight rating.
avatarzubee
2025-12-31
Taiwan government announces US$2B assistance to $Micron Technology(MU)$ 's Taiwan plant.
avatarzubee
01-21
$Micron Technology(MU)$ new all time high even with the market tanking, amazing
avatarzubee
01-15
$Micron Technology(MU)$  Volume's low. Not sweating it. $NVIDIA(NVDA)$  chips facing hurdles could hit us indirectly, but all else is fine.
avatarzubee
01-29
Hopefully $Microsoft(MSFT)$  and $Meta Platforms, Inc.(META)$  have good results and outlook. It could really give $Micron Technology(MU)$  a springboard.
avatarzubee
01-02
$Micron Technology(MU)$  has truly crossed the Rubicon... Let me repeat that: catch me if you can!

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