$Micron Technology(MU)$ Compare the earnings metrics and valuation of AVGO to MU, and you'll see that MU should easily be a 2 trillion market cap in my opinion. It's a cheap stock based on fundamentals. The disconnect on Wall Street is that they don't yet comprehend that memory is not cyclical like before. AI demands will carry margins for years to come, with agentic and then robots after that. It could be 5 years of these margins and tri-opoly.
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