Trade Whisperer
@TradexWhisperer
Published $MU Bargain Thesis at $62. $PLTR $21. $RKLB $10. $SNDK $214.
Memory Engineer. Data Scientist. Founder of Blue Pink Candles. Masters 🎓 @UofIllinois
参加 February 2012
148 フォロー中 143.6K ファン
Two different realities.
Someone just panic sold $MU at a single digit forward P/E.
Meanwhile at the actual fabs, $MU $SKHY and Samsung engineers are shipping record chip volumes at record prices and loading wafers into cleanrooms to prepare for yet another record quarter and guide higher, and expanding fabs for record revenues in 2027 and beyond.
One of these people knows what's happening. The other is staring at a screen.
もっと見る
