$Micron Technology(MU)$ MU is

$Micron Technology(MU)$ MU is trading around 9.5x and SNDK around 9.3x. Once you see it, you can’t really unsee it.

Semiconductor stocks like these don’t stay ignored forever, especially when the cycle starts to tighten again. The sentiment for these names is still catching up to the underlying setup.

I’m not saying they have to re-rate tomorrow, but from a historical valuation perspective, this is the kind of compression that usually doesn’t last when demand improves and the memory cycle turns.

It feels like the market is still pricing in caution while the fundamentals are starting to stabilize. That gap is usually where the opportunity sits.

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