Micron outperforms TSMC in the short term (12-24 months).
BullishHe framed it in months
“Elon Musk Delivered Massive News for Taiwan Semiconductor Stock Investors”
Parkev Tatevosian, CFAPublished Oct 7 · 2 passages
Jump to any passage
2 passages
with the exception of Micron, of course, which now records operating profit margins exceeding 80%. I would say that Taiwan Semiconductor Company will outperform Micron in terms of long-term operating profitability.
In the short term, I expect Micron to perform better over the next 12 to 24 months,
What this channel has said about $MU
Parkev Tatevosian, CFA has 10 calls on this stock; only the adjacent ones are shown.
2026-10-07BullishThis one
with the exception of Micron, of course, which now records operating profit margins exceeding 80%.
2026-10-06Bullish
One of the biggest stories in AI business building here in 2026 is the memory shortage, and companies like Micron and SK Hynix are taking advantage of this imbalance in supply and demand.
Quote at 00:00 ›