Jerry Romine Stocks

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

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

"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."

"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."

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

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

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

"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%."

"They did not just name Micron, they dragged major buyers like Nvidia and Google right into the filing."

"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."

"Giants like Nvidia, Google, and AMD do not want to hand over an 87% gross margin to a component supplier."

"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."

"Take a look at the Roundhill Memory ETF, ticker DRAM, which carries a long-term role in our dashboard. While the crowd is fighting over extended green candles, DRAM is currently trading around $62 against a calculated fair value of 106, making it 41.4% undervalued right now. Its bullcase target sits up at 127, which gives us an asymmetric 105.8% in bullish upside. Instead of stressing over trying to time individual high-flying stocks after a parabolic run, setups like this give you an easy, dire"

"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."

"The second undervalued winner is Intel Corporation, ticker INTC, which is another long-term setup. Intel is currently trading around $123 with a fair value of 146, giving us 15.5% of a discount. With the bullcase of $168, offering 36.6% of upside and a steel zone down at $93, Intel remains a turnaround play where the math is still on our side."

"The first stock is SanDisk Corporation, ticker SNDK, which sits in our portfolio with a long-term role. Even after a 648.9% move this year, SNDK trades around $1,778 against a calculated fair value of 2,231, meaning it's still 20.3% undervalued. Its bullcase target sits at $2,889, leaving 62.5% of upside potential with a protective steel zone anchored at $1,321. My Patreon community and I have been all over SanDisk for some time, and we've been making bank with it."

"Take a look at Marvel Technology, ticker MRVL, right on our dashboard. Marvel is currently trading around $262, but its fair value sits at just $97, making it overvalued by an eyewatering 161.9%. Furthermore, its bullcase target is 163, meaning the stock has already traded 37.8% past its optimistic potential. When we red team Marvel, we have to look past the AI hype and expose the fundamental risks. What happens if one of their massive cloud hyperscaler customers delays an order? Or if the broad"

"Applied digital needs to dramatically stop its lever-free cash flow burn before it comes a viable long-term hold."

"Coreweave is notoriously backed by Nvidia itself, giving them priority allocation on the newest chips and creating a massive competitive moat."

"The company holding this critical toll booth is Sandis Corporation, trading under ticker SNK."

"including Microsoft, Amazon, Google, and Meta"

"including Microsoft, Amazon, Google, and Meta"

"including Microsoft, Amazon, Google, and Meta"

"The company to put on your radar right now is Veritative, ticker symbol VRT. When thousands of high-powered AI chips run inside a data center, they generate so much heat that traditional air conditioning cannot cool them down. Vertive builds the mission critical liquid cooling systems and power distribution units that keep these data centers from literally melting. When you run them through the screener, the numbers are absolutely staggering. They are showing a massive 98.1% net income growth fo"

"The bullcase for holding cash generative leaders like Nvidia, Palunteer, Microsoft, and Google is their unmatched pricing power."

"The bullcase for holding cash generative leaders like Nvidia, Palunteer, Microsoft, and Google is their unmatched pricing power."

"The bullcase for holding cash generative leaders like Nvidia, Palunteer, Microsoft, and Google is their unmatched pricing power."

"When massive companies like Microsoft, Alphabet, and Meta turn on their industrial pumps to build data centers, they suck up all the pressure in the pipes."

"When massive companies like Microsoft, Alphabet, and Meta turn on their industrial pumps to build data centers, they suck up all the pressure in the pipes."