$1,088.35
24h
+1.50%
2 Oct, 02:45
Undervalued memory semiconductor leader with strong profit outlook
Bullish-0.82%
AI Summary
The author presents a strongly bullish case for Micron, arguing it is significantly undervalued relative to major tech peers due to superior profit projections, extended supply agreements, and impending DRAM supply constraints.
$MU This should NOT be possible.
Micron is about to make more profit than $AMZN $META $AMD & $TSLA combined.
Combined market cap? $7 Trillion.
Micron? $1.2T.
82% cheaper in valuation but more operating profit.
SCAs now extend into 2031. $DRAM supply gets even tighter in 2028. https://x.com/TradexWhisperer/status/2105851588191690847/photo/1