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.
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- teresatqeΒ·14:33ok1Report