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?
$Micron Technology(MU)$ 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.
$Broadcom(AVGO)$ '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.
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
$Micron Technology(MU)$ Legislation accelerating AI data center construction just cleared the House...Bullish momentum intensifies...Anticipate sector-wide revaluation
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.
$Micron Technology(MU)$ 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.
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