It is not over bought and not over priced. $Micron Technology(MU)$ stated that forward EPS 8.42 multiplied by 4 equals 33.68, then multiplied by PE 15 gives 505.20. This seems a fair valuation. What do you think?
$Micron Technology(MU)$ Anyone caught Jensen's interview 48 hours back? Dude was spitting fire about HBM integration, talking full-stack chip redesign to shift vanilla computing into AI territory.
$Broadcom(AVGO)$ 's semiconductor revenue just doubled annually, while $Micron Technology(MU)$ is poised to capture 30% market share with its energy-efficient HBM4. Similar performance can be expected from other industry leaders.
Still accumulating under 10usd for longer term investment shares.have a strategy and discipline. I consider BB speculative and agggressive and place it in that investment bucket. I believe their position in Cyber security and IoT is promising because AI and automation is the future but keeping your EV or train or anything connected to the internet is massively risky. I support Chen's restructure focus and am impressed with how he's positioned BB. The fundamentals in the Cyber security division have held BB down but I'm personally convinced they're going in a positive direction and we'll see revenue growth and synergy soon.buy low sell high. you could argue I'm early here and should wait on the quarterly report. not my style....i do my own analysis of the analyst reports, look at what they
$Micron Technology(MU)$ Legislation accelerating AI data center construction just cleared the House...Bullish momentum intensifies...Anticipate sector-wide revaluation