@kermankohli · Long MU · The Analysts

well put. wall street has an irrational hate for memory at this stage. long term market is weighing machine but for now it is voting.

Trade Whisperer@TradexWhisperer

If the market paid $MU the same multiple it pays $NVDA (15x Forward) then.. Micron would simply be at $3,210 today. But the market is holding two beliefs at once: AI processors keep growing for years but.. The memory packaged right next to them collapses. Both can't be true.

Read asLong MU

Since the call—

unrankedThe analyst's rank today

Medium · 0.86Confidence

Sun, Oct 4Tweeted

Mon, Oct 5 closeCounted from

100% of the basket · day 16fades out by Nov 15

Rank per close

#189

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#328

Oct 6

#99

Oct 7

#209

Oct 8

#370

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