SemiLLM(@SemiLLM):$MU 5.89x. $SNDK 7.77x. Ridiculous. Despite projected record profits through 2028, the market still prices these giants like the story is over. At just 5x to 7x forward P/E, they are being valued as volatile commodities rather than indispensable infrastructure for the AI era.

SemiLLM

@SemiLLM

SemiLLM: AI × Semi × Capital

参加 December 2021

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SemiLLM@SemiLLM

2026.07.16 08:15

$MU 5.89x. $SNDK 7.77x. Ridiculous. Despite projected record profits through 2028, the market still prices these giants like the story is over. At just 5x to 7x forward P/E, they are being valued as volatile commodities rather than indispensable infrastructure for the AI era.