glimmzy
06-05 04:17

$Micron Technology(MU)$ At 9.5x and $SanDisk Corp.(SNDK)$  at 9.3x… the more I look at those valuations, the crazier it feels.

Maybe I'm missing something, but it honestly feels like the market is still treating these companies as if memory demand is dead forever, while AI server and data center spending are exploding in the background. That disconnect just doesn't make sense to me.

Everyone's busy chasing whatever's already gone vertical, meanwhile some semiconductor names are priced here like nobody wants them. Feels weirdly familiar… usually that's when the best opportunities show up.

I keep thinking this could end up being one of those trades people look back on later and say, "wait… it was really that cheap?"

Bargain of the century might sound crazy now… but maybe not for long.

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  • Huat Ah 2023
    ·06-05 20:42
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    The historic rally in AI hardware stocks like Nvidia and SanDisk faces a critical reality check during tech earnings in the final week of July 2026. Major tech giants like Microsoft, Google, Meta, and Amazon are projected to spend a massive, record-breaking $600B+ on AI data centers this year—a capital expenditure that is now actively outstripping their free cash flows and forcing them to fund the build-out through corporate debt. Because the broader consumer market has yet to generate enough direct software revenue to mathematically justify this astronomical bill, Wall Street is growing highly anxious about a speculative bubble. If any of these tech giants signal a budget cut or a "digestion phase" during their July reports, it will trigger a cascading sell-off down the entire semiconductor supply chain, violently deflating stock prices as bloated market valuations collapse back to reality.
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