What’s striking is the disconnect: record revenue, strong guidance, and HBM supply already booked, yet valuation has compressed to around 7x forward earnings. The market seems to be pricing in a slowdown that hasn’t shown up in the actual data.
That said, risks remain—memory is cyclical, and heavy capex could backfire if demand softens. For now, I see this as a “watch closely” setup; if fundamentals hold, this drop in Micron could be an opportunity rather than a warning sign. Position sizing will be key in navigating the volatility.
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- 1PC·03-31 23:27TOPNice Sharing 😁 @DiAngel @JC888 @koolgal @Aqa @Barcode @Shernice軒嬣 20002Report
- GabrielleSusan·03-31 17:40The Micron dip is a solid chance, fundamentals strong! [看涨]LikeReport