@ehrmantrautcap_ · Long MU

And if you ask me, this is just the beginning. $35.16 billion on a market cap of over $1.15 trillion doesn't seem like much. But in the past quarter alone (Q4 FY2026), Micron $MU had over $37 billion net profit, and over $33 billion FCF. In the coming quarters, it will only get

Ehrmantraut Capital@EhrmantrautCap_

$MU will buy back up to $35.16 billion worth of shares. The buyback program should start after December 9th when the buyback restrictions under the CHIPS have ended. Bullish 🔥

Read asLong MU

Since the call—

unrankedThe analyst's rank today

High · 0.98Confidence

Sun, Oct 11Tweeted

Mon, Oct 12 closeCounted from

15% of the basket · day 4fades out by Nov 22

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