Luminara Stocks(@_stockResearch):Years of free cash flow required to buy back the enterprise value: $MU 41 $NVDA 43 $SNDK 51 $TSM 52 $AMD 95 $ARM 283 $INTC — never. Negative FCF. On earnings Micron is 3x cheaper than Nvidia. On cash flow they’re the same stock. Micron’s forward P/E is 6.77 with an EV/FCF of 40.99 ; Nvidia’s forward P/E is 21.28 with an EV/FCF of 42.79 . Three-turn gap on earnings, dead heat on cash. That’s the fight. Intel’s TTM operating cash flow was $9.98B against $13.10B capex — free cash flow of negative $3.12B . “Never” is factually correct and it’s the best line in the thread.

2026.07.24 10:57

Years of free cash flow required to buy back the enterprise value: $MU 41 $NVDA 43 $SNDK 51 $TSM 52 $AMD 95 $ARM 283 $INTC — never. Negative FCF. On earnings Micron is 3x cheaper than Nvidia. On cash flow they’re the same stock. Micron’s forward P/E is 6.77 with an EV/FCF of 40.99 ; Nvidia’s forward P/E is 21.28 with an EV/FCF of 42.79 . Three-turn gap on earnings, dead heat on cash. That’s the fight. Intel’s TTM operating cash flow was $9.98B against $13.10B capex — free cash flow of negative $3.12B . “Never” is factually correct and it’s the best line in the thread.