u/dol1_ · 3d agono track record yet
Long 126 shares of MU
Why I went 100% in MU: The Memory Wager
Micron is transitioning from cyclical memory supplier to AI infrastructure play. Current valuation at 6x forward P/E already prices in cycle downside; if AI/HBM contracts transform memory into durable infrastructure, re-rating to 3-4x higher multiples is achievable with limited downside if the thesis is wrong.
At post $989.04Now $989.040.0% since postedas of Oct 12, 4:31 PM ET