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_Selene_
$MU at ~6× earnings looks like the market is still pricing Micron as a cyclical memory play. 📦
But the setup is changing: HBM is already shipping into major AI ecosystems, while customers continue seeking more supply and meaningful new capacity may take years to arrive.
If AI-driven memory demand stays strong, Micron could have a longer earnings runway than today’s multiple suggests.
The key question: is the market underpricing that durability? 👀
#MU #Micron #AI #Semiconductors
Miễn trừ trách nhiệm: Nội dung OKX Orbit chỉ để tham khảo. Tìm hiểu thêm
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Bản tin thị trường hôm nay
1#FedECBMeetingMinutes
2#BTCETHETFFlowsDiverge
3#BessentTreasuryYields
