@narrativeseeker · Long MU

At 6x forward, $MU is priced for earnings to fall by more than half after FY28. That requires either 2028 supply arriving a year early or SCAs being torn up at scale, and neither is visible before late 2028. The stock will not re-rate on good fundamentals; it will move on two

Read asLong MU

Since the call—

unrankedThe analyst's rank today

High · 0.96Confidence

Tue, Oct 6Tweeted

Wed, Oct 7 closeCounted from

53% of the basket · day 9fades out by Nov 17

Rank per close

#384

Oct 7

#358

Oct 8

#452

Oct 11

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Oct 15