Publier
_Selene_
$MU at ~6× earnings looks like the market is still pricing Micron as a cyclical memory play. 📦
But the setup is changing: HBM is already shipping into major AI ecosystems, while customers continue seeking more supply and meaningful new capacity may take years to arrive.
If AI-driven memory demand stays strong, Micron could have a longer earnings runway than today’s multiple suggests.
The key question: is the market underpricing that durability? 👀
#MU #Micron #AI #Semiconductors
Avertissement : les contenus d'OKX Orbit sont uniquement publiés à titre informatif. En savoir plus
Réponses
Aucun commentaire pour le moment. Soyez le premier à répondre !
Cryptos tendance
BTC/USDTBitcoin
$85 028,8+0,00 %
ETH/USDTEthereum
$2 697,63+0,01 %
ZEC/USDTZcash
$1 335,03+0,02 %
Tendances du marché
1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
