$Micron Technology(MU)$ With F

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$Micron Technology(MU)$ With FY27 estimates around $100, even a modest PE puts the stock price in rarified air. FY28 will be the focus. More specifically, whether demand can withstand and continue to outpace the new fabrication capacity coming online. Will pricing hold up? Obviously, if demand remains unmet, MU will continue to chug along on expanding earnings, even if the PE never goes above 13. It's all about demand.

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