MU

"Right now, Micron is trading right around 1,075 a share."

"The banks want the multi-million dollar underwriting deals when Micron issues corporate debt or secondary shares."

"Right after Micron announced these earnings, the stock had a knee-jerk drop all the way down to $1,023. While the crowd was panicking about headlines, I looked at the math. Because I already had my valuation boundaries mapped out, I stepped in and sold cash secured puts right into that panic. In less than a day, the stock reversed hard to close at $1,097, and those options were up over 70%."

"Net list just filed a formal trade complaint with the International Trade Commission against Micron, alleging patent infringement on their advanced memory products. They did not just name Micron, they dragged major buyers like Nvidia and Google right into the filing."

"Our bull target sits at $1,762, which represents nearly 64% of upside from here."

"The stock we're breaking down today is Micron Technology, ticker symbol MU."

"Micron just posted some of the most insane numbers this market has ever seen. But if you've been around this game for more than 5 minutes, you know that buying an aggressive cyclical chip stock at the very peak of the euphoria is how retail accounts gets murdered. And full disclosure, I'm bullish on Micron and I own it."

"We talked earlier about my bull target for Micron sitting at $1,762."

"Then look at the bare price target sitting at $312. And let me be completely clear about this. I don't expect Micron to crash to 312. That bare target exists because you must acknowledge the downside trap door in any cyclical asset."

"The market is currently pricing Micron as if this memory shortage will last forever, but in the physical hardware world, forever usually lasts about 2 years."

"Our calculated fair value sits at $1,377. That means at current prices, Micron is fundamentally undervalued by roughly 21.9%."

"ارتفعت "مايكرون" بنسبة 284%"

"The moral of the story is here is no one believes that the numbers that Micron's putting up this year, next year are sustainable long term."

"It doesn't m you know Micron could have came in at 63 billion for revenue 62.5 like it doesn't matter you know um at the end of the day people don't want to pay for Micron stock even if it's at a five 2year FordP cuz people are looking at it and they're like earnings likely top in the next 12 to 24 months and then start going down margins start going down and what are you left with then a stock that's going to go down and it's going to go down quite dramatically right and so that's what's going "

"One of the biggest stocks in the entire stock market right now, Micron, they just came out with their earnings here in the last hour or two."

"I'm talking AMD, I'm talking Nvidia, I'm talking Micron, any of those sorts of stocks, I got big news for you here today."

"For some strange reason, Micron perception there is is in the garbage right now. And by the way, the implied move for Micron was closer to 7 7.5%. It's basically flat right now. So we'll see what happens at the open, maybe we have more price target upgrades."

"This whole thing with Micron, again, I still own my position. That's what's left of it. But it's it's quite mind-blowing that we are still trading at these levels. We're still getting the same very low multiple."

"Moving on to Micron. Now, Micron still has an amazing performance this year and over the last 12 months, but yes, it's true that over the last three months, it's still down 7.3% over the past 6 months, still doing very well. And over the past month, it's up 11.6%. Micron is a company worth $1.2 trillion, a trading P of 14.3 times, and a forward one 7.2 times, a PE ratio.1. It's we're being honest here. Even if you want to go the whole bearish route here, cyclical business, this and that, it's co"

"So Micron finally reported their quarterly figures. A very good quarter. Stock didn't move at all. So we'll talk about that in today's video. How that might impact the stock in the future. What the market still needs to see in order for this name to not trade anymore at 7.4 times forward earnings."

"Micron that are up. Oracle is up 3.7. Micron does report Wednesday after the market closes."

"I think we're getting close to the point where Micron has peaked and the stock looks extremely cheap...if the best days are behind us, if the demand picture starts to change over the next couple years...I think taking some money off the table if you're a Micron shareholder is a really good idea today."

"أعني، لدينا 'مايكرون' قريباً أيضاً، والكثير من الناس كانوا قلقين بشأن، يا إلهي، أرباح 'مايكرون'."

"in August, you gave us Micron. It's made one hell of a move."

"one of the reasons why you've seen a little bit of a slowdown in some of the memory names like a Micron or SanDisk, well, that's not memory, that's nan flash, but in some of these related names"

"أرباح تستحق المراقبة. ميكرون يوم الأربعاء."

"الأربعاء بعد الإغلاق، أرباح شركة "ميكرون"، ستكون مهمة جداً"

"ومايكرون ليل الأربعاء"

"شركة " ميكرون" مهمة أيضاً. يعلنون عن نتائجهم في نهاية الربع."

"The third stock is Micron Technology, ticker MU. Rounding out our long-term memory plays, Micron trades around $1,082 against a fair value of $1,197, which puts it at a 9.6% undervaluation. It carries a bull case of $1,388, representing a 28.2% of upside with a deep steel zone down at 975. I'm invested in both Intel and Micron for the exact same reasons I'm in SanDisk."

"মাইক্রন"

"বুধবার মাইক্রনের বড় একটি প্রতিবেদন রয়েছে।"

"CoreWeave و Micron."

"ارتفعت أسهم Micron بأكثر من 200%، حيث تضاعف سعرها ثلاث مرات منذ الأول من يناير"

"و مايكرون، و سانديسك."

"وهذا هو سبب تضاعف سهم شركة ميكرون أكثر من ثلاث مرات هذا العام"

"MU. Okay, this one is Micron Technology. This one too has creeped over the $1,000 level. This one is sitting up over 4.5% nearly 5% on the day at $1,97. Okay, Micron has been a banger. It has been a winner."

"or maybe just focus on maybe buying more Micron before the earnings report."

"Micron, SKH High, Samsung, of course, AMD as well."

"Look at a stock like Micron. Micron's obviously one of the hottest stocks in the market last year, year and a half. That stock fell 46% in 2022."

"أحد محللينا، دالتون، حدد سهم "مايكرون" عند حوالي 90 دولاراً للسهم قبل أن يتحدث عنه أي شخص في العالم."

"And that's where our first name is going to be with Micron where Micron is one of only three companies in the world that makes this type of memory. And I think most of you know this that there simply isn't enough to go around."

"Micron told its investors back in June that its customers are doing exactly that. Which leads us to the memory group."

"Only Micron was listed on US exchanges. So, that's the one I covered and invested in."

"That's still less than Micron and SanDisk, which have price toearnings ratios above 20."

"That's about a 15% discount to Micron even after the ADR's premium."

"80% for Micron, 78% for SanDisk, and 76% for SKH Highix."

"and their DRAM business which includes HBM is about 25% bigger than Microns."

"comparing stocks like SKH Highix, Micron, and SanDisk head-to-head"

"find great stocks like Nvidia, Micron"

"All while their stock trades cheaper than Micron and SanDisk even after that 40% premium."

"comparing it to stocks we already know like Micron for DRAM and SanDisk for storage."

"Micron is worth a trillion and SanDisk is worth around a quarter of that."

"Micron is up 346%"

"Micron, though that's more on the riskier part, right? It's still quite small, growth story, blah, blah, blah, cost of capital going up. Under 200, way under 200, maybe 150, 160. Long term, easy one to pick up here."

"Next up is Micron Technology, which is currently trading around 928. My model calculates fair value at $1,197, leaving the stock 22.5% undervalued today. In our long-term bullcase, we're targeting $1,388, representing a solid 49.6% upside. You cannot run modern AI data centers without high bandwidth memory. And Micron is one of only three companies on Earth capable of building it at scale."

"অবশ্যই, এখানে মাইক্রনই মূল চাবিকাঠি। মাইক্রন জিপিইউ-এর ঠিক পাশে থাকা মেমরি চিপগুলো তৈরি করে, যার মধ্যে হাই ব্যান্ডউইথ মেমরিও অন্তর্ভুক্ত, যা প্রসেসরকে ব্যস্ত রাখার জন্য দ্রুত ডেটা সরবরাহ করে।"

"We can see Broadcom was down 4.7, Nvidia 3.3, Micron 5.2, some NeoCloud players were down as well"

"MU up 28%."

"shorting Chip and AI names like Micron, Oracle, Palunteer, and Nvidia"

"I also added MU to the mix."

"Rocket Lab, Dlo, Micron back under $1,000 per share."

"وميكرون"

"And Micron is the American side of the memory trade with 18% of the HBM market and 23% of overall DRAM."

"Micron and SKHEX make about 68% of the world's high bandwidth memory combined."

"Micron 4.3"

"ما الذي تبقى لدينا؟ أوراكل، وأدوبي هذا الأسبوع، ثم سيكون لدينا ميكرون أيضاً."

"২০২৭ সালের শেষ পর্যন্ত মাইক্রনের এই পণ্যের সব স্টক বিক্রি হয়ে গেছে। এই ঘাটতি চলমান, যার মানে মাইক্রন বারবার তাদের পণ্যের দাম বাড়িয়ে নিতে পারছে।"

"এসকে হাইনিক্স (SK Hynix) ৪ গুণ, মাইক্রন (Micron) ৭ গুণ, এবং স্যানডিস্ক"

"আমরা এখনও এমইউ (MU)-এর বড় ভক্ত।"

"এটি শুরু হয় মাইক্রন দিয়ে। মাইক্রন মেমোরি, ডি- র‍্যাম (DRAM) এবং ন্যান্ড (NAND) চিপ তৈরি করে, যা পৃথিবীর প্রতিটি ফোন, ল্যাপটপ এবং সার্ভারের ডেটা সংরক্ষণ করে।"

"আপনি যদি মাত্র ১ বছর আগে মাইক্রনে ১০০ ডলার বিনিয়োগ করতেন, তবে আজ আপনার ৮১৮ ডলার হতো।"

"Micron back above $8,000 per share, which we actually said is going to happen sooner rather than later, trying to get back to all-time highs."

"Micron fell 7% the day its lobbying fight with Apple became public. It fell another 9% and then another 10% in just 2 days after that company listed in Shanghai."

"Back in May, Micron and SKH Highix, two memory chip companies, produced 17% of the entire global stock market's return for the month."

"باستثناء مايكرون وإنفيديا"

"و Micron بنسبة 2.4%"

"خامسًا، شركة Micron Technology"

"Micron MU the 14th biggest market cap in the world."

"Back then you could buy Micron for like a hundred bucks."

"2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies"

"But then again, we also have a micron that was up 2.7%."

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

"although there still is Oracle and Micron."

"Palanteer is already number nine, Micron is 10, Uber, Robin Hood, Rubric, New Reddit, Axon, Cash Pile now sits at 2.5%."

"Micron dropped 7%. Sandisk fell 9%."

"Memory chip makers like Micron and SanDisk are especially fragile for a whole stack of reasons. Their AI stocks, their boom and bust cyclical businesses, they have to spend enormous amounts building factories."

"On August 24th, chips fell again. Nvidia down 3%, Micron down almost 6% even though bond yields actually eased that day."

"Of course, we have the memory players. SK Hindings, HBM Micron, HBM DRAMM, Samsung, same story there. SK Hinings as well. We know memory players are definitely big winners right now and for the foreseeable future."

"That's Ross Given. And the company's Micron. I played the whole thing on purpose because the first half sounds like what we've been asking for and and the second half tells you that it doesn't quite itch that scratch."

"Against the earnings, Micron has already banked. This stock trades at 22 times, which by most accounts isn't cheap. However, the cheap number that everybody quotes is against next year's earnings. and there it happens to be closer to six times."

"My model puts fair value near $1,450, which drops it into the deepest buy band on the whole ladder."

"مايكرون في بداية هذا العام بنسبة 200%"

"Then we have Google, Rocket Lab, Oscar, Meta, Dlo, Micron, the cash position, Robin Hood."

"That's everything from Nvidia to AMD to Micron. You name it, it's inside of this."

"First up in the big three is Micron, the diversified domestic powerhouse leveraging massive US government tailwinds to capture both advanced DRAM and enterprise SSD demand."

"Micron is last at 23. SKH Highix wins the round. Micron is roughly 4.6 6 times more expensive per unit of profit than SKH Highix."

"SK Highix and SanDisk mathematically earn a heavier allocation of my capital today while Micron stays in a smaller supporting role."

"Micron simply could not keep pace with the efficiency or the valuation of the top two remaining the most expensive option per unit of actual profit."

"What this scorecard does not say is that Micron is a broken company. Coming in last in this specific matchup simply means they are currently the least efficient operator among the trio of absolute heavyweights."

"Look at a stock like Micron. Now, keep in mind, Nvidia is always going to be valued richer than somebody like a Micron, right? memory chip stocks are some of the most disrespected when it comes to valuations. But if you look at MU, the Ford P on that one's nine and the two-year Ford P is five."

"I can say the same thing with an Amazon. Sometimes yes I have a portfolio where there are certain names that are much much smaller than a Google like a Nebus like a Sofi etc etc but it it for me it makes me feel super comfortable having big names like a Google like a Meta even a Micron is worth a trillion dollars right some of these big names where I know I know they'll be super profitable in the future they'll continue to grow I don't really lose that much sleep owning them"

"أحد الأسهم الشائعة هو سهم شركة مايكرون (رمزها MU)."

"I'm going with Micron and Microsoft."

"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."

"أتذكر قبل بضع سنوات كنت أتحدث إلى المدير المالي لشركة مايكرون."

"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."

"يمكنك أن ترى أن مايكرون مقومة بأعلى من قيمتها بنسبة 57%."

"مايكرون" انخفض 25%"

"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."

"অবশ্যই, মাইক্রনও আছে, যা একসময় একটি সাধারণ পণ্য ছিল এবং একটি অবমূল্যায়িত ব্যবসা ছিল, সম্পূর্ণ উপেক্ষিত, কিন্তু এখন যেহেতু তাদের উৎপাদন ক্ষমতা আছে"

"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%"