MU

"MU Micron down 7%."

"Micron is another scared stock. People are like, "Oh my gosh, Micron's making so much. They're going to make so much next year." But what about in 2028? What about in 2029? What about in 2030?"

"Then we have 5.7 in Micron, then we have Cerebras, Meta calls, A lab, etc. etc."

"Micron is 15% but it did slash that position by 41% which is the biggest single trim of the quarter."

"Then we have Micron, Rubric, Cash Position, Palanteer, Uber, Robin Hood, New Reddit, Axon, Netflix, and a couple of shares of Nvidia."

"That's when we are going to get a micron micron memory name"

"Even Micron. Micron is making its way back to $1,000 per share. wouldn't be surprised if Micron goes back and revisits all-time highs."

"there's a stock, it's named Micron, right? One of the big memory chip companies. All these memory chip companies have been getting hit the last couple months, right? They all peaked a couple months ago and they all been getting hit. And so M MU, I was looking at the stock recently. It's down 30% from highs."

"I mean at this point I have enough again. So I have a lot of MU. So I've been buying it since for like two three four years at this point. So I have a lot of MU."

"Micron has traditionally be cyclical, but I like Micron too much not to buy my way down. So I have been buying on the way down"

"Micron, the last time you were on, you were talking about this stock maybe going to 450."

"Companies like Micron and Skyh Highix are reporting that customers want twice as much memory as they can physically make."

"Finally, those customers spend that $500 billion on Nvidia chips and the critical high-speed memory chips made by Micron and SKHEX."

"Micron, ticker MU, and Skyh Highix hold the ultimate toll booth because every GPU needs their high-speed memory to function."

"He's placed bearish bets against Nvidia, Micron Applied Materials, the big chip fund called SOCKS, SOXX."

"And that's why he's short Oracle, semiconductors, Palantir, Micron, Nebius, Caterpillar, things like that."

"Micron MU, same exact situation. This stock is now down 30% from high. Gotten hit a lot harder than AMD has. But look at this. Every single time it's a lower high than it was before."

"Micron $877. There has been a lot of talk about memory names over the last let's say 48 hours. Have they peaked? Have they not peaked? People moving to optics. To me, look, to me these names are very cheap. A Micron, a Sandis, SK Hindings, those names are cheap. Those are also companies that are still growing top and bottom lines significantly for the next couple of quarters."

"In fact, they came from Micron, Intel, and AMD, which are much further down on the list,"

"We have Nvidia at 11.4% and that's the one that I chose. And then there's Micron sitting second at 5.6% and that's the one that chose me and it's still there even after I kept the memory fund small."

"However, your biggest position is Micron."

"Micron, Samsung, and SKHix carry roughly 3/4 of the whole fund just between them."

"Even Micron is green. SanDisk was down, I believe, 10% or so pre-market."

"Of course on Wednesday we are going to have some memory players although not really the HBM players we have Western Digital and SanDisk in I think a month from now something like that we will have Micron to talk a bit more about this whole memory space"

"Heck, MU is even tempting at $777. I mean, AMD that day reached the low $400, right? So that day was $15. MU that day was under $750. What a move up for those stocks."

"Guess what topped at the exact same day? Micron. Micron topped when Microsoft bottomed. Does it make sense? I don't know. But the market is funny this way."

"Then maybe does deserve a spot in the portfolio. Maybe it will take the spot of a micron in my portfolio. Who knows?"

"Hey, who knows? Maybe Micron, right? Because we do have SanDisk and Western Digital on Wednesday as well."

"I believe Micron is flat. Was red before. Yeah. So, a bit redish, but let's call it a flat right now."

"All of the high-flying names, the SK Hynix, the Micron, the Sandisk, Core Weave, Neptus, Bloom Energy, you name it."

"We have some Rocket Lab, Oscar, Meta, DLocal, Rubrik, Micron, Uber, Nu Holdings, Robinhood, Shift4, Axon, Reddit, Netflix, Palantir, cash position, and then some shares of Nvidia."

"Right? The semiconductor names, AMD, and Intel, Nvidia, Micron, SanDisk, you name it."

"Same thing with Micron. A lot of people right now bought Micron at 8p and they think that they're geniuses because they bought the stock at 8p, but Micron has been trading at 8p for the last 25 years. And the same people bought it seven years ago and they lost their short on the company despite the stock trading at 8p."

"Micron down nearly 9%"

"with Micron alone falling 13% that day."

"Micron fell from well over 1,200 to 820, down 32%."

"Look at Micron. It just posted its fifth record quarter in a row, revenue over $41 billion up from $9 billion a year earlier with enormous profits. And the stock? Down more than 32%."

"Recently, we had a day where the Dow was up, but Micron had fallen 9%"

"And Micron has 16 strategic customer agreements that represent over a hundred billion in minimum contract value."

"Micron stock is down by around 35% over the last month and 25% in the last week alone."

"My name is Alex and that's exactly how I made so much money on great stocks like Nvidia, Micron, and TSMC over the last 10 years."

"But while he was long SK Hynix and Micron and all those companies, he was also short software like Adobes and other kind of companies."

"SK Hindings, SanDisk, a Micron and all of these names topped like the exact same day."

"Micron up close to 15"

"The big three companies that make memory inside your phone, laptops, and data centers. Samsung, SKH Highix, Micron"

"Micron, 30.1%."

"Let's meet the contenders. We have Micron, the leading US powerhouse in high bandwidth memory."

"The ranking is Micron leading the pack at 0.22."

"Micron, 29%."

"Micron leads at 55.9%."

"Top to bottom, it goes Micron at a staggering 246.2%."

"Micron is next at 6.3%."

"The winner of this face-off is Micron with a dominant 12 points."

"Look at Micron. Micron's now down a 40 spot. down 40% from the all-time highs. It reached just last month."

"My Micron stock buy limit order that I set up two months ago just went through. Do you remember how many people laughed at me when I said MU could drop to these levels from all-time highs?"

"people are trying to optimize for the memory use because they don't want to keep paying the huge premium right from Micron from Skhindings probably from Samsung as well."

"But then again with Micron, I think the stock should have been worth way more than $150 or so towards the end of 2025."

"SK Hinings, Micron, SanDisk are all down a lot in a matter of a month or so."

"Look even at Micron. Micron also peaked here at the end of June. Micron is now down 34% or so, right?"

"Micron is down 8%"

"I believe Micron MU is going to bounce along with AMD, right?"

"MU stock. Another one people are looking at. Micron, we'll talk about this one"

"I do believe that yes, we did get a a little dividend from Micron as well."

"We have Micron here. It did go under $900, now picking back up $920."

"Nvidia, AMD and Broadcom design the [412s] chips while TSMC, Intel, Samsung, SKHENX [416s] and Micron actually build them."

"I actually wanted to include a Micron and SK Hindings in this video, but the stocks went down."

"It might continue to go up, but there is less of that revenue that would flow to the bottom lines because they cannot charge as much as they're charging right now."

"He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it."

"because we have plenty of community members who were buying Micron when it was trading at a significant discount to fair value and onetenth the price of where it was today."

"Guys, let me start with Micron. Now, for most of its life, Micron was the kind of company that investors loved to ignore."

"From its beaten down lows, Micron climbed as much as 20 times in just a few short years."

"What this means for AMD, Micron, those [452s] sorts of things."

"What [94s] does this mean for AMD, Micron, those [97s] sorts of companies?"

"If you own AMD, if you own Micron, the [793s] memory chip stocks, very bullish for [795s] those companies,"

"Micron's memory bandwidth"

"Then you have the memory layer with Micron. AI processing is notoriously starved for memory bandwidth, making specialized high bandwidth memory an absolute requirement. The global capacity for this memory is virtually sold out long term, giving the few suppliers massive structural tailwinds."

"You've got Dell, you've got Micron, you've got Intel, uh, Marll. I mean, you see a lot of consistency here."

"Meta, Oscar Health, DLocal, Rubric, Robinhood, Micron, under $900, Uber, Nu, Palantir, Shift4, Axon, Netflix, Reddit, some cash left, and a couple of shares of Nvidia."

"A $10,000 [35s] investment in Micron just one year ago [37s] and you'd be sitting at around $85,000 [39s] right now. And that's even after last [41s] week's drop."

"Micronet 70 commodity thing. Now it's the most loved stock and then it will be again hated."

"Micron, United Health, Rocket Lab is catching a little bit,"

"Micron does catch a little bit. We've seen some names catch a bit, right? If you look at the semiconductor names, Micron that's up a little bit."

"You're looking at stocks like Micron. The memory chip stocks continue to be weak."

"This is a past three weeks for Micron stock and SanDisk. Look at those moves over the past three weeks. SanDisk is down nearly 40% and Micron's down over 30% just over this past 3 week span."

"And if you've caught yourself at 11 at night staring at a micron chart wondering if you were the idiot still holding the flat one, I've been there."

"Micron's margins are better than Nvidia's right now. Micron printed an 85% gross margin last quarter. Nvidia printed 74.9%."

"Micron is spending around $27 billion this year on fabs to earn it."

"Companies like Micron, SanDisk, have seen their stocks fall 20% or more from their high that was happening in late June."

"Micron 7"

"the 65s Intel, the Cisco, the Clack, Dell, Texas 67s Instruments, Micron, AMD, they've all 70s been crushing it year-to-date."

"right at a micron is now 982% gain for me."

"Google, Rocket Lab, Meta is number six, Oscar Health, DLO, Rubric, Micron, Robin Hood, Uber, New Axon, Shift 4 is still here and it's actually holding around $50."

"Micron gives us a solid tier one setup with a very safe 13.2% cushion and a 9.7 diamond score."

"We walk through companies like Micron and Nevius that provide the physical backbone for this massive technological shift."

"First is Micron, which is the literal backbone of high bandwidth memory."

"there is Micron"

"And he reportedly bet against Micron up around $1,000 a share while calling out the fear of missing out, FOMO, and the greater fool thinking that are driving this frenzy."

"Change two words and it'd be Micron headline from this week."

"Names like Intel, yeah, that Intel, AMD, Micron, SanDisk, they went absolutely insane. Micron alone rocketed hundreds of percent in a matter of months."

"Then Micron had its quarterly earnings where it reported revenue up 346% from a year ago."

"So, for example, if you didn't catch MU when it was just ran up to 12,200, now that it's back to 900, boom, you you grab you some MU."

"warning number one, you know, you look at a stock like Micron, right? Micron's gone down about $22,222 in the past five trading days, right?"

"generational winners like Nvidia, Micron, and TSMC"

"But Broadcom stock is still down by over 20% from their latest earnings call and Nvidia is down by over 10% from theirs. But here's the thing. Nvidia holds over a 90% share of the data center GPU market and Broadcom designs all the custom chips for Google, Meta, Anthropic, OpenAI and at least two other major AI companies. So Nvidia and Broadcom both being down implies that the market believes that overall demand for chips is slowing down too. But as we've seen in literally every earnings call, d"

"AMD Micron Western Digital etc etc these were names that were red last week"

"They saw value in Micron before it ever moved."

"Micron down 20%"

"Micron, those have become three of the biggest market caps in the world"

"Micron has had a heck of a run"

"I'm talking Micron, I'm talking AMD, I'm [745s] talking Broadcom, I'm talking Nvidia, [747s] all these companies that have been the [748s] ones going beast mode."

"Micron stock went up like a,000%, [1153s] right?"

"But [762s] companies like Micron, companies like [764s] Nvidia have already benefited massively."

"One, we got huge change for Meta Stock [121s] and we're going to talk about what that [122s] means for AMD, for Micron, for Nvidia [126s] moving forward, as well as other big [127s] tech companies that they might be [129s] potentially competing with."

"Micron continues [1190s] to be strong. Although, like I've said [1192s] before, Micron, I feel like that stock [1194s] tops this year in regards to stock [1195s] price."

"I would love to see MU go back to 450"

"MU is the fuel"

"MU has done is that they have secured years of supply."

"Back on December 27th, 2024, Dalton, one of our in-house analysts, made an exclusive video on Micron for our community."

"Micron just dropped earnings and the numbers were absolutely historic."

"Micron started this year with a stock sitting around $295 per share. Wall Street was starting to figure out that there was a serious shortage of AI memory. The stock started to climb. Then last week, Micron reported those earnings and the numbers were unlike anything this company has ever seen in its entire 47-year history."

"So, let me show you why Micron is still one of the most undervalued AI companies on the market without all the industry jargon."

"So companies aren't just paying Micron for memory chips. They're paying to reserve the right to buy those chips in the first place years in advance."

"If Micron's forecasts for memory demand were wrong, then they paid a hefty price."

"Micron's earnings over the next 12 months are growing so much faster than their market cap that their forward price toearnings ratio is less than six, even though they're posting 346% revenue growth, 85% gross margins, and have a $100 billion backlog."

"On this latest earnings call, Micron announced that they signed 16 strategic agreements with their largest customers, all of which run through 2030."

"While Wall Street's models are still catching up, Micron just went from zero contracted revenue to a hundred billion backlog with $18 billion already in the bank."

"Last week, Micron reported the best quarter in their 48-year history."

"But even if it does, remember Micron gets their hundred billion thanks to the take or pay structure of their strategic contracts with $18 billion already in the bank."

"The 16 strategic contracts cover about a third of Micron's current production, but they have four new fabs either under construction today or breaking ground right now."

"And to lock in their place in line, those customers paid Micron a combined $18 billion upfront."

"And Micron's leadership says that the HBM market specifically will grow more than twice as fast as that at roughly 40% per year through at least 2028."

"It's the worst price that Micron will be paid no matter what happens in the market."

"The biggest risk to Micron is that all three major memory suppliers are expanding capacity at the same time."

"like I said at the start of the video, Micron just reported their best quarter ever."

"Over the next 5 years, Micron is contractually guaranteed to earn their best margins ever."

"When it comes to gross margins, Micron is the current king."

"That's why I keep saying that memory is no longer cyclical and it's not a commodity. It's one of the most valuable parts of the entire AI buildout, which is why Micron has become one of the most valuable companies on the entire market."

"But Micron just flipped the entire script."

"In my opinion, Micron is still so cheap because the market is still modeling it the old way."

"Now, let's talk about my investment thesis for Micron."

"For the last two decades, analysts that were covering Micron couldn't model next year's revenue with any confidence."

"And none of that is in Micron's current hundred billion backlog."

"I've adapted since then with some other companies like a micron taken profits along the way didn't close that position"

"allowed me to buy Micron"

"Meta, Micron. That's all AI."

"Right? So the issue Micron has is basically becoming a victim of its own success."

"No one ever cared about Micron. No one ever cared about a SanDisk, SKH Highix, Samsung's memory side of the business."

"I don't know if you guys have seen in the latest Micron financials, something very important in there that I think is worth pointing out."

"I got big news regarding Micron, AMD, Meta, Google, those sorts of stocks here today, okay?"

"Now you're talking about Micron, SKH, Samsung being three of the biggest market cap companies in the world."

"This news just came out memory trio Samsung skinix and Micron face class action lawsuit as prices reach historical high due to shortages"

"The moral of the story is if you own Micron stock or any memory stock, here's what you need to know."

"Amazon is up Meta, Google, Palanteer, Netflix with Micron, that's down 3.2%. It's still a $1.24 trillion company, still above $1,000 per share."

"Now, this is largely due to the massive divergence between the hyperscalers like Microsoft and Amazon and all these companies, versus what they would call the check receivers, which is mainly the semiconductors like AVGO and Micron and SK Hynix and all the memory stocks."

"They're looking at companies like Microsoft and Nvidia and Micron. These companies were real businesses, real revenue, real cash flow."

"The valuations of companies like Nvidia and Microsoft and Micron right now imply that the AI cycle is peaking"

"Another stock up here is MU, Micron stock. This is one of the most talked about stocks in the stock market right now. The stock is up 28% in the past three weeks. By the way, it's impressive Elf has somehow beaten Micron, because that stock has been an absolute animal. Uh Micron obviously has incredible demand, incredible pricing power. All those memory chip companies do. It's not just a Micron specific thing. Anything memory chip related has incredible pricing power right now. That will not las"

"In total, Micron didn't just have a great quarter. The company has fundamentally done huge work to change its business model that will make revenue, margins, and growth more predictable than at any time in the future. So if you're a Micron shareholder, you have to look at this quarter as simply game changer."

"Micron's business has always suffered from one fatal flaw, but literally on June 24th, they may have made a move that permanently eliminates its biggest risk."

"Only three companies on Earth even make it, and Micron is the only one based in the United States."

"me find great stocks like Nvidia, Micron, and TSMC years before the rest of the market."

"Just Nvidia, Apple, and Microsoft make up more than 40% of the fund by weight with other great companies like Broadcom, Micron, AMD, and Lamb Research also in the top 10."

"In fiscal 28, Micron is only expected to grow 5.5 5.6% and that is why it is trading at a low forward PE multiple."

"I can almost guarantee that the names like Micron and of course other chip makers out there are going to have a big red day when you see these types of headlines."

"And so the question now with Micron does not become oh is the growth cycle going to peak anytime soon because more competition is coming. No, it's going to be okay. Micron clearly clearly there is enough demand for the next couple of years."

"We still have some green, of course, with Micron now only being up 10%, the rest here being fully red."

"But in today's video, let's talk about Micron. I still have a position in Micron. Yes, I've taken some profits, actually a lot of profits along the way."

"I'm talking about the hottest stock in the market, which is of course Micron. Micron at the time of making this video is up around 16 17% or so."

"Now, like I said, me, I still hold my position or what's left of Micron and I'm quite happy with the profit."

"The market is expecting Micron to grow in fiscal 27 by only quote 72%."

"But Micron is now a $1.4 trillion company."

"Micron for sure. So, eight out of 10 are AI."

"Nvidia, Micron"

"Today after hours, we do have Micron, so that's a pretty big deal."

"Look at a stock like Micron, you gonna jump in Micron now, up 777%. Right? And then you can say, well, maybe it's going to go 1500, maybe it's going to go to 2,000. It might, but that's a complete like gambling decision there, right?"

"The 13th biggest is Micron."

"So you buy a stock like Micron, you write it to 1,700 and then it peaks, right? And then you keep holding on because the numbers are great because we know the numbers are going to be great for the next couple years."

"Look at a stock like Micron here today. down 13 plus% but the stock's up 750% over the past year."

"The big identify Micron like a year ago, two years ago, how you make the big money."

"With regards to Micron, as I've said before, it can go much higher."

"Cash Position, Micron, which is crazy to say that yes, I've taken profits along the way, but I'm still up 1,153% on the remaining shares here"

"22% and Micron 23.83%"

"followed by Micron at 7.7%"

"Now, look at Micron, the memory company. It went from around $65 a share to over $1,050 per share. A $10,000 investment would have turned into roughly $160,000."

"Micron up huge, SanDisk up huge."

"Micron up 132%"

"Micron or the memory bottleneck trade"

"if you don't own Micron"

"Intel, Micron, and the others were absolutely hated and beaten down not long ago, but they've now come roaring back. Some were some of them up over a thousand%."

"investors are comparing Meta to Micron and they're feeling bad that Meta is underperforming Micron instead of taking advantage of those amazing opportunities on one of the best companies you could own in the entire stock market."

"The makers [48s] are completely sold out into next year, [50s] and that's why Micron just crossed $1 [53s] trillion. [54s] But, Micron happens to be the obvious [56s] name, and the real money is in the picks"

"That's exactly what people are talking about with companies like Micron. Micron now a $1.1 trillion company."

"Micron stock is already up by over 200% this year alone, but it still trades at a forward PE ratio of just 11, making Micron the cheapest stock in this video."

"And every dollar of selling pressure will make Micron stock even more attractive."

"Other stocks at the top of the index include Microsoft, Amazon, Google, Broadcom, Meta Platforms, Micron, and AMD, which together account for 52% of every dollar tracking it."

"Micron makes that memory, specifically high bandwidth memory for AI accelerators."

"me find stocks like Nvidia, TSMC, and Micron years before the rest of the market."

"maybe Micron if they've been paying attention"

"Micron, Samsung"

"Micron, and Samsung are in a very small group that can actually make HBM at scale."

"They saw the value in Micron [467s] before it moved."

"Micron 3"

"With Micron, I'd like to see it much lower. Although Micron, as you know, it's not that expensive."

"Look at Micron up huge here today. Back deep into the 900s. Now, at this point in time, you know, after that 2-day drop, it was rough, man. It was rough."

"Then we have Micron Dlo still around the same range here."

"The earnings numbers have been getting revised much much higher mainly due to Micron and SK highix and a lot of the semiconductors they're putting up massive massive numbers and that's helping earnings growth in general"

"Micron 13%."

"The single biggest holding in [157s] this so-called quantum fund is Micron, [159s] which is equally a great company, but [161s] once again, it's just a memory chip [163s] maker."

"every bit of [246s] that overlap is chip and big tech names [248s] like Nvidia, Micron, and Broadcom."

"Micron, one of the biggest makers on Earth, has its entire production for this year already spoken for."

"Micron is one of the hottest stocks on the market right now, but also one of the most volatile."

"For anybody that thinks, okay, the running Micron's over, the running AMD is over because they've had two big down days, watch out. Those stocks could could hit you with a 30% upside move next week. So like, just because those stocks went down two straight days doesn't mean, oh, the run's over. That's it. They they've peaked. No. When you have fundamental changes going on with those business models with AMD, it's GPU demand going insane along with CPU demand going insane for the next several yea"

"We're looking at Micron stock, MU, down over 10% right now"

"The top holdings read like the all-star team of technology. Nvidia, Apple, Google, Microsoft, Amazon, Meta, Micron, Broadcom, AMD, and Tesla."

"Micron 6.5, Oracle 3.2. So it makes sense, right?"

"Either the AI stocks, the MUs and the AMDs and the Nvidas and the Marvels and the Googles and all these stocks, they're going to go over to that other island and it's going to be a war zone and it's going to get ugly."

"If you own AMD, Micron, Google, like a lot of these stocks I'm fortunate to own, right? At least when it comes to AMD and Google, Amazon, I mean, these stocks are having the time of their life."

"You might not be able to get somebody to even think about buying AMD or Micron a year from now or two years from now, 3 years from now. They be like, you couldn't sell me that stock. I want nothing to do with that. Right?"

"If I would have been talking about Micron non-stop right let's say I was invested in Micron a year ago oh my gosh you think anybody would have wanted to listen to me on Micron of course not be like gh Micron memory chip company gh yuck why would you even think about buying buying that."

"Look at MU. Just in the past three months, the past three months, Micron stock is up nearly 170%. Ridiculous, right?"

"AI related stocks, Micron, AMD, Nvidia, Marvel, uh Google, these sorts of stocks, SanDisk, run them all, right? They're they're in paradise right now. Nothing you can do to get these stocks down. They are just having the time of their life."

"Micron, etc., etc. As you know, I've already taken profits from Micron, from Rocket Lab, from AMD. I did not do it with Nebus."

"You know, the post was showing Micron and many other stocks and how well they're performing, right?"

"and then a stock like Micron up 1,239%."

"or Micron or AMD etc etc etc."

"the bulls are [224s] telling you that it's over now. They're [226s] saying AI has changed everything because [228s] now Micron is signing these long-term [230s] contracts with the big AI companies at [233s] locked in prices."

"Bullcase number three, the profits are [290s] going through the roof. When you have a [292s] product everybody wants and you can [293s] charge whatever you want, guess what's [295s] going to happen? You're going to make a [296s] fuckload of money. Micron's last [299s] earnings report nearly tripled their [301s] revenue."

"But inside the community, members [402s] analyze over almost 4500 stocks just [405s] this year alone. That's the difference. [408s] That is what you get when you're in the [410s] room with us every single day. So, if [411s] you want to see what stocks Daltton and [413s] other community members are analyzing [414s] right now before they show up in the [416s] news, click the link in the description [418s] and check it out. Because remember, UBS [422s] only increased their price target [423s] becau"

"Now guys, I'm not [371s] saying that Daltton is some savant that [374s] sees everything. But this is an example [376s] of something that he said, "Hey, there's [377s] some pricing power here." Now, I haven't [378s] personally talked to Dalton about Micron [380s] in a while, but we're going to look at [382s] the numbers here, and my guess is that [384s] when a company 10xes over one year, the [387s] price versus value is going to be a lot [389s] different than it was a year ago."

"Bare case number two, the stock might be [523s] in a bubble. Let me show you what's [524s] happened to the stock. This is a [526s] six-month chart on Micron. And I may sit [528s] there and say, "Well, Paul, it's, you [529s] know, it's going up." But guys, this is [531s] $200 and some dollars a share. In six [533s] months, it's almost $1,000 a share [536s] in the last one year."

"UBS just slapped a $1625 [25s] price target on it, and the CEO is out [28s] there saying AI demand is breaking [30s] records that have never been broken [31s] before. Bulls are telling you the boom [33s] and bust cycle that's crushed Micron [35s] shareholders for years is finally dead."

"So [750s] let's go do my own personal analysis on [752s] Micron. So it just joined the $1 [754s] trillion club. Now guys, price to sales [757s] ratio is one way to look at a company [759s] immediately and compared to others. [761s] Microsoft and Google sell between 8 and [763s] 12 times sales. This is 19 time sales. [766s] That's expensive. The market overall is [768s] at like three times sales, which is by [771s] the way already an expensive market and [773s] it's three times sales. But this [7"

"And one more thing the bulls [317s] will point to, some of the biggest super [319s] investors on the planet are in the stock [322s] right now. Dave Tupper, the billionaire [324s] hedge fund manager who runs Apple loa [326s] management, owns about 1.7 million [328s] shares of Micron."

"According to UBS, the shortage is not [266s] going away anytime soon. They think DRAM [268s] memory will be under supplied until at [270s] least 2028. Now, ND memory would be the [275s] short until late 2027."

"If the bears are [693s] right, the people buying Micron today at [694s] $1 trillion are going to get crushed."

"Now to the bare cases because just like [453s] Daltton spotted value right now there [455s] are some serious warning signs hiding [457s] underneath this rally that almost nobody [459s] on Wall Street and definitely nobody on [461s] YouTube is talking about bear case [464s] number one. The memory cycle is not [465s] dead. It is sleeping."

"Micron is an American company based in [71s] Boise, Idaho. They've been around since [74s] 1978. And get this, they started in the [77s] basement of a dental office with four [79s] guys and some money from a local potato [81s] farmer. That is 100% a true story. [84s] Today, they are one of the three biggest [87s] memory chip makers in the entire world."

"Same thing. You might look at it going, [540s] "What the heck is going on here?" This [542s] 96 $95 a share up 10x in one year. [548s] Guys, the bears are looking at that [550s] chart and they're saying that's not [551s] normal. That's a bubble."

"Barclays said $1,175 a [170s] share. And Wall Street is telling you [172s] something very specific. They're telling [174s] you essentially that this time is [176s] different. They're saying that Micron [178s] has signed new long-term contracts that [180s] lock in high prices. So the company will [183s] never crash again like it has in the [185s] past. That is a very, very large claim."

"Bear case number three, [623s] the people who run Micron are selling [624s] it. Now, this one's a big red flag for [627s] bears because if the future is so bright [629s] for Micron, if the stock really is worth [630s] $625 a share, you'd expect the CEO and [633s] executives running this company to be [635s] buying more shares, right? They are not. [637s] They're doing the opposite."

"UBS analyst [244s] Timothy Aurori came out and said the [247s] market's going to start putting a much [248s] higher multiple on the stock because of [251s] these structural changes."

"AI is [146s] exploding. And AI needs a special kind [148s] of super fast memory called HBM. Micron [152s] makes this stuff. And right now, they're [154s] sold out all the way through the end of [156s] this year. And that is why this stock [158s] has gone absolutely crazy."

"When prices go [482s] up and demand is crazy like it is right [484s] now, what are other companies going to [486s] do? They build more factories. Micron is [489s] building, Samsung is building, SK Hinix [491s] is building, everyone is building. And [493s] in two or three years when all those new [496s] factories come online, you're going to [497s] get something called over supply."

"There are [201s] three big reasons Wall Street's going [203s] absolutely crazy for Micron right now. [205s] Old case number one, the memory business [207s] has changed forever. This is the biggest [209s] one. For 40 years, the memory chip [212s] business has been one of the worst [213s] businesses on the planet."

"William [506s] Kerwin is an analyst, a senior analyst [508s] at Morning Star, and he said it [509s] perfectly. He said, "Memory is a [511s] commodity. There are multiple companies [513s] making chips that are basically the [514s] same. When that happens, you cannot keep [517s] prices high forever.""

"He looked at the numbers and [356s] he said, "There's a lot of value here." [358s] That's when the stock was under $90 a [360s] share. That was before the trillion [362s] dollar headlines. That was before UBS [364s] slapped a $1,600 $25 price target on it."

"Micron shareholders are currently on one [2s] of the wildest rides in the entire stock [5s] market. The stock is up 280% in the last [8s] six months and almost 900% in the last [11s] one year, 25% in just the last week and [15s] it just hit the $1 trillion market cap [18s] club. Wall Street is calling it the new [20s] AI supertock."

"247 Wall [640s] Street looked at insider transactions [641s] from February through May of this year. [643s] They found 63 trades. The people who [645s] know this company better than anyone [647s] else in the planet are dumping their [648s] shares while Wall Street is telling you [650s] to buy. That should make you stop and [652s] think."

"Here's a few interesting facts about Micron, ticker symbol MU. I cover the stock very often, so I'll keep it short and sweet. Micron is the only US company that makes high bandwidth memory for AI data centers."

"Micron even after taking profit still here number nine close to 4% of the portfolio up 973% on that."

"So no one knows where the top is and you just got to know that yes the stock does look cheap but the earnings could take a turn for the worst very very quickly and then Micron could look extremely expensive in hindsight."

"I don't need to be right or wrong on Micron stock."

"because companies like Dell, Micron, AMD, uh SanDisk and those types of companies are seeing their earnings explode because there are bottlenecks and the hyperscalers are just spending so much money to build out data centers and the AI infrastructure."

"And I think that this is also why a lot of people are asking me about Micron stock because its revenue and its earnings are going nuts."

"In today's video, I want to discuss why I don't own Micron stock and what my thoughts on Micron are today."

"However, if we take a look at Micron's long-term track record of earnings, you can see that this business has historically been very very cyclical."

"But the theory today is that this time is different and this cycle is not going to be the same as previous cycles where every single other time that Micron's earnings have historically spiked, this time the earnings are not going to decline over the next few years, which makes the stock look very cheap and like a buy."

"let's just hop right into it and get started by talking about Micron stock."

"So the fact that Micron's earnings are absolutely exploding right now and this is causing the stock to look cheap on a forward price to earnings ratio basis is actually a signal that it could be looking expensive because this is how cyclical companies work."

"So let's take a look at some of Micron's metrics now and we can see that its revenue is absolutely exploding with roughly $24 billion of revenue reported just in its last quarter."

"Now what's interesting about Micron is even after a 1300% run the stock is still trading for under a 10 forward price to earnings ratio and this is causing a lot of people to think that the stock is looking very cheap because it is growing so much."

"So the reason that I am staying out of Micron stock and I'm not looking to enter it here is because I am skeptical that its earnings will be sustained over the longer term."

"So what I want to show you now is Micron's historical earnings and price toearnings ratio."

"is Micron Holdings, Micron Technology, ticker symbol MU, which has been going absolute crazy this year. Salute to any and everybody who got busy with Micron."

"This one also has Micron Technology in here. Ticker symbol MU."

"AMD, Micron, when do you sell these [3s] stocks?"

"Let me know in [169s] the comments section how much money [171s] you've made on AMD or Micron."

"Micron was up another 21% just the other [1145s] day. AMD up another 8%."

"I don't want to be [1234s] buying Micron here. Definitely not."

"So, if we're making the argument that Nvidia and Micron and AMD are making these great chips and they're going to start kind of like div, what about this kind of stuff?"

"And by [159s] the way, Micron, Micron is a trillion [161s] dollar company that just went up 19%. So [165s] Nvidia is worth five times micron at the [167s] moment and Nvidia couldn't catch a break [170s] actually more than that as you can see [172s] right here and actually before we do [174s] that this is basically what I did 24 [177s] shares 50% of the position that's was [179s] what was left of my micron position 880% [184s] gain selling 50% of what's left it's [186s] been an amazing ride but I"

"the usual suspects. AMD [110s] was up 7.7. We have a Micron that's up [113s] close to 20% today. Clack is up 6.5."

"Then we have Micron 138% year [408s] to date."

"Then [23s] Micron Micron is a trillion dollar [25s] company. Micron is a 10x for me and so I [29s] did take some profits of Micron around [32s] 50% actually of what was left of that [35s] position."

"Nobody wanted, you know, AMD, Micron."

"Then we have Micron 6.56%, cash position, Meta, Oscar Health, Dlo, Rubric."

"Do I plan on adding? No. Could I potentially take some more profits if they continue to move upwards? Very, very likely, just to increase the cash position. And then we'll see. Then we'll see if we do see a small correction, let's say, in the back half of the year."

"of course, selling covered calls right now for the high-flying names like a Nebus Rocket Lab, AMD, even a Micron, things like that, it's highly profitable, very, very profitable at the moment."