@tradexwhisperer · Long MU

Is $MU at $2,160 expensive? That is roughly 10x forward earnings. $NVDA, $AVGO and $QCOM sit at 15x to 20x forward multiples. I think the level is reasonable, and so is the gap. Which makes this the right place for the honest conversation about cyclicality. If 5 year LTAs run

Read asLong MU

Since the call—

unrankedThe analyst's rank today

Medium · 0.88Confidence

Wed, Oct 7Tweeted

Thu, Oct 8 closeCounted from

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#204

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