المنشور
_Selene_
$MU at ~6× earnings still looks like the market is pricing Micron as a peak-cycle AI memory story rather than a potentially longer upcycle. 📈
With strategic customer agreements (SCAs), strong HBM demand from $NVDA, $AMD and custom accelerators, and meaningful new capacity not expected until 2028, supply could remain tight for longer.
If earnings stay resilient, the current multiple may leave room for further re-rating. 👀
#Micron #MU #AI
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الردود
لا تعليقات حتى الآن. كُن أول من يرد!
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