To The Moon

$Micron Technology(MU)$  I tend to think there aren't any genuine bears. It's simply that some people want to get in at a lower price because their purse isn't sufficiently funded.

Well, I am not sure if the market is aware. $NVIDIA(NVDA)$  CEO Huang on Fox Business: $NVIDIA(NVDA)$  is $Micron Technology(MU)$ 's largest customer.

$Micron Technology(MU)$  Hynix is almost going up in a straight line. Why are you people so scared? It's unbelievable.

$Dell Technologies Inc.(DELL)$  delivered exceptional earnings. I hope it will take $Micron Technology(MU)$  up as well.

$Micron Technology(MU)$ Reportedly, around half of the Galaxy S26 series units are to sport a Micron DRAM rather than one from Samsung.

$Micron Technology(MU)$ It appears that all chip stocks are in the red, except $NVIDIA(NVDA)$  is up 1.00 but going down. Is the whole market going down?

$Micron Technology(MU)$ OMG! $NVIDIA(NVDA)$  smashed earnings. And the guide is for 75 billion.

$Micron Technology(MU)$ The stock has reversed course. I wonder if the news on $NVIDIA(NVDA)$  has been leaked.

$Taiwan Semiconductor Manufacturing(TSM)$  has a higher PE than GOOGL... I tend to think $Micron Technology(MU)$  can have a PE of 25 too.

If you treat $Micron Technology(MU)$  as a commodity and cyclical business, the share price calculation is 52 times 13.5, equalling 702. If you treat $Micron Technology(MU)$  as an AI chip maker, the share price calculation is 52 times 25, which is 1,300. Either way, and I have used a conservative PE in both approaches, the current price represents a significant discount to forward earnings. My rating is a strong buy.