Sam Badawi(@Sam_Badawi):The most cyclical stocks appear very cheap during peak cycles. But does that mean we are at a peak? $MU Micron Technology 9.8x $A005930 Samsung Electronics 6.5x $A000660 SK hynix 4.3x $SNDK Sandisk 10.8 $WDC Western Digital 35.3x $STX Seagate Technology 27.6x $P Everpure 29.4x

Sam Badawi

@Sam_Badawi

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Sam Badawi@Sam_Badawi

2026.05.16 12:30

The most cyclical stocks appear very cheap during peak cycles. But does that mean we are at a peak? $MU Micron Technology 9.8x $A005930 Samsung Electronics 6.5x $A000660 SK hynix 4.3x $SNDK Sandisk 10.8 $WDC Western Digital 35.3x $STX Seagate Technology 27.6x $P Everpure 29.4x