$MU

Micron is a stronger story than SanDisk, with a bigger technological and financial moat and fewer supply issues. It is cranking on 86% margins, 54 and a half billion revenue, and a PE of 4 and a half; the numbers make no sense, and RAM, high bandwidth memory and storage projections through 2030 are outrageous.

BullishHe framed it in years
“Buy SanDisk Now?”
T3 LivePublished Oct 13 · 4 passages

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Is MU the same story as SanDisk? No, it's a stronger story. Why is Micron stronger? Uh Micron has a much bigger moat, technological and financial mode around them and they have fewer supply side issues.

They're they're cranking away uh at 86% margin. I repeat, okay, 86% margin. Their revenue came in at 54 and a half billion, I believe, compared to, uh, their last quarter at 41 spot.4 um, uh, 32.87 diluted EPS, gap net income at 37.7 billion, and I believe they're yeah, uh, gap gross margin was almost 87% 86.8%.

I mean, give me a break. This this company's uh cranking on all cylinders. They've got the they have a super stronghold on the market and the the projections for for RAM uh uh and high bandwidth memory and storage uh through 2030 are outrageous.

Micron right now is currently trading at a PE of 4P of 4 and a half. I mean, get the hell out of here, please. These numbers don't make any sense.

We know you like Micron even more.

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