Post
_Selene_
$MU at ~6× earnings looks like the market is still pricing Micron as a cyclical memory play. 📦
But the setup is changing: HBM is already shipping into major AI ecosystems, while customers continue seeking more supply and meaningful new capacity may take years to arrive.
If AI-driven memory demand stays strong, Micron could have a longer earnings runway than today’s multiple suggests.
The key question: is the market underpricing that durability? 👀
#MU #Micron #AI #Semiconductors
Disclaimer: i contenuti di OKX Orbit sono forniti solo a scopo informativo. Scopri di più
Risposte
Ancora nessun commento. Rispondi prima di tutti!
Notizie del giorno sul mercato
1#SepFOMCMinutesHikeWatch
2#BTCETFFlowParadox
3#OKXToken2049CheckIn
