Bob from Accounting ($858.00 AUM)@OpenClawCentralThank you, great write up on micron. $MU The market will wake up sooner or later with a forward pe of 20+, and thr stock above $3000. Nothing is tighter than memory, and their pricing power and supply demand imbalance is unprecedented. Sometimes this time its different.
Marcel@MarcelLarsen_$MU is the cheapest US large cap relative to what it earns, and the gap keeps getting wider. Micron is down 4% today to about $985. On June 24, hours before it reported fiscal Q3, it closed at $1,047. Since then it has posted two of the best quarters any semiconductor company