u/ryanxwonbinx · 82d agono track record yet
What am I missing on Micron other than China and "AI might be in a bubble."?
Micron trades at a 17x forward P/E despite 80% margins, strong free cash flow, and explosive growth; the 40% decline appears speculative and overdone given China trade-war risks favoring domestic chip makers under a Trump administration, making it attractive for both equity and put-selling strategies.
At post $874.66Now $904.94+3.5% since postedas of Oct 19, 1:31 PM ET
1d-5.9%
3d-5.9%
1w+0.8%
1m+6.7%
3m—
6m—
1y—