MU 全部观点

The next AI stock with significant upside potential is Micron. I calculated the fair value of this company at $1473 . The current market price is $941. Therefore, considering this difference , I calculate a potential upside of over 56% for Micron over the next 12 to 18 months.

One of the stocks we were looking at was SanDisk and also Micron. We were talking about SanDisk and Micron. And I was saying, basically, there are some things that are happening. I won't burden you with all the details, but it's not really the place you'd like to be .

So, I think it might even be before 10:00, after I gave some kind of bearish forecast for Sandisk and Micron. Honestly, guys, I don't think this is really where you'd like to be .

I'm sorry. I'm looking at micron trying to break out and I don't want to miss it.

You mentioned you're you're watching Micron. I do want to talk about the memory space. Uh you know after Nvidia's report last week and then you know Dell this week the the hardware the chipmakers etc are doing really well. Micron also being a chipmaker but uh you know more on the memory side than the the computing side.

Now, Micron is kind of like the American-friendly play. We got into that early in the i13, and it's been on a tear. It's done very well. and it looks like it took a little bit of market share maybe from Micron.

Micron, 1.07 trillion. and 13x for Micron. and Micron, 6.1x. Absolutely nuts. and 50% on Micron. But Micron could easily double from you to 1,600 bucks that I've spoken about for a long time. Micron is growing fast, 85%.

And who gets to build the memory? The answer is companies like Micron and SK Hynix, etc. Now, let's look at some These are Wall Street targets for Micron. 1556, call it 1,600 bucks. Not bad, considering the price today is, you know, under 1,000, closer to 900. So, you get 65% plus upside.

Um, MU still looks okay, you know, looks really really tight. It's down a little bit this morning. Um, I I'm long a little mu. I'll probably add a little bit red. You can only add red. That's that's a crazy thing. like you have to be so surgically good. So I will probably buy a little bit more muou. I I have not added on any strength. But if this market was healthy, it would break above this 970 and continue. But we don't know if the market's healthy. We don't know if we're going to be down in September.

>> Yeah, the next one is is a very direct beneficiary here and the reason why Nvidia's margins are expected to come down a little bit and that's Micron. Micron, the memory maker. Now, Nvidia's own CFO said that memory cost increases have exceeded expectations and shortages could persist through fiscal 28. So, that's not a oh maybe Micron is benefiting from it. It's Micron, SKhing, Samsung, they are benefiting from it today, they will be benefiting from it a year from now as well.

Now, Micron has been one of the biggest success stories in the market over the last couple years, right? I believe this move here from this buy signal up to this sell signal was uh went from 426 to 900. I unbelievable move right there. Then it was another 12% gain right there. And then basically flat from here to here. And it's been on a sell signal until recently, August 17th, it started to turn around.

But the stock itself looks a lot stronger, right? We have a bullish trend, a buy signal, fear and greed is growing. There's no outlier blocks in the way at least at least 2% on top of it.

And and they them and SKHix and I think Micron are the only three companies in the world that have that bigger rule of 40 which is I mean it speaks to what Palanteer is doing but it's also because those are hardware companies.

there there's there's a reason why Micron and the Neil clouds are up after hours, right? That's a it's a good find, Jose.

Everyone in the ecosystem, Micron, SKH Highix, the Neoclouds, packaging companies, they have to also be able to support because there's all these other, you know, nuts and bolts, photonics, memory, etc. that go into the chips.

What are the chances the AI buildout goes to 2K for Micron? feel the case is stronger than before, but it feels so um you know what really shot up the memory stocks was leverage in Korea.

I hate to say it, I don't love playing off of leverage, but I think what drives a lot of the memory cycle right now is I will show you hold on in our stock tab. I believe it is under the Nvidia tab when we were prepping for the Nvidia earnings.

So Missouo busy this morning across the memory space with an eye on Micron Sandis Applied Materials and Lamb Research. Now it is maintaining outperform ratings across the board which is the equivalent of a buy rating for Micron. They've lowered the price target to 1300 from 1375 for Sandis. They've lowered it to 1875 from 1900 for AAT down to 590 from 650.

They've lowered the price target to 1300 from 1375 for Sandis. They've lowered it to 1875 from 1900 for AAT down to 590 from 650.

So, here's kind of like what this actually looks like and what I'll be doing. So most people buy them. Well, you can also sell them. Okay? Okay, that's the simple most straightforward story to what investors can start doing to collect upfront income when you sell a LEAP option. It's just selling a put option. Very, very similar. Okay, so I'll show you what selling a put option looks like.

I'm going to be using Micron technology, by the way, in this video. That's why we saw here it says LEAPS and it says Micron. Okay, I'm going to show you Micron. I'm going to show you an interesting chart.