koolgal
05-27
🌟🌟🌟Despite reaching the historic USD 1 Trillion market capitalisation milestone, $Micron Technology(MU)$ is undervalued.

Why?

Micron has triggered a high margin supply constraint across the entire global tech grid.  This is because an AI chip requires 3 times the wafer footprint of a standard phone or PC chip.

With capacity 100% spoken for through 2026 and 2027 orders locked in, Micron's 7.7x Forward P/E ratio means that investors are essentially buying an enterprise monopoly at a deep discount.

@Tiger_comments @TigerStars @Tiger_SG

AMD Keeps Surging: Will It Replicate Micron's Explosive Breakout?
AMD rallied 4.55% today as markets position it as the next AI infrastructure breakout trade following Micron, with Samsung's HBM4E sample delivery and AI developer ecosystem expansion fueling the narrative. Ramp velocity of the MI-series accelerators at hyperscaler clients remains the critical validation point. Unlike Micron's HBM scarcity thesis, AMD must still prove its AI compute market share gains with hard data. In this AI infrastructure rotation, will AMD deliver its own 'Micron moment'?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

  • Ragz
    05-28
    Ragz
    Check out SK Hynix. Its forward P/E ratio is even lower than MU's.
    • koolgalReplyRagz:Β 
      You are absolutely right πŸ‘πŸ‘πŸ‘
    • RagzReplykoolgal:Β 
      It has risen to overbought territory at $41
    • koolgalReplyRagz:Β 
      It is an OTC stock in the US.
    • koolgalReplyRagz:Β 
      Thanks πŸ₯°πŸ₯°πŸ₯°
    • RagzReplykoolgal:Β 
      It's listed in the US as $HXSCL$. Not much info in Tiger Brokers though.
  • CHINNY168
    06-02
    CHINNY168

    This is what I mean la 

    • koolgal:Β 
      It went up so fast that it is simply incredible.
    • koolgal:Β 
      This Micron stock is one of a kind.
    • koolgal:Β 
      Thanks for sharing your valuable observations 😍😍😍
  • CHINNY168
    06-02
    CHINNY168

    I love watching this 

    • koolgal:Β 
      Are you in this exciting rally?
    • koolgal:Β 
      Unbelievable - It is fast and furious !
    • koolgal:Β 
      Yes it is stunning πŸš€πŸš€πŸš€πŸŒπŸŒπŸŒ
  • CHINNY168
    06-03
    CHINNY168

    All of u just have to plan for yourself 

    • koolgal:Β 
      Best of luck πŸ€πŸ€πŸ€
    • koolgal:Β 
      Have a winning week ahead πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Great idea.
  • CHINNY168
    06-02
    CHINNY168

    I really can change my life 

    • koolgal:Β 
      Wishing all the best in your endeavours.πŸŒˆπŸŒˆπŸŒˆπŸ’°πŸ’°πŸ’°
    • koolgal:Β 
      Yes we all can if we really want to.
  • CHINNY168
    06-04
    CHINNY168

    Maybe I need to read this more 

    • koolgal:Β 
      All the best πŸ€πŸ€πŸ€
    • koolgal:Β 
      Yes it is good that you wish to do more research before investing.πŸ₯°πŸ₯°πŸ₯°
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