u/Magnusg

1 thesis · first seen Oct 20, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d111100%+3.0%+3.0%
3d111100%+0.9%+0.9%
1w111100%+2.1%+2.1%
1m000———
3m000———
6m000———
1y000———

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MUr/wallstreetbetsNewsbullish
u/Magnusg · 23d agono track record yet

Another Beat by Micron

Micron beat EPS expectations (33.42 vs 31.61) and the stock trades at an insanely cheap valuation relative to earnings. Despite sequential revenue guidance of 54B (lower than consensus of 61.5B), the P/E multiple appears attractive enough to drive upside.

At post $1,064.94Now $877.55-17.6% since postedas of Oct 23, 4:45 PM ET
1d+3.0%
3d+0.9%
1w+2.1%
1m—
3m—
6m—
1y—
original post →

End of results.