Calls
1
u/MotherBake4137
Reddit r/ValueInvesting
Win Rate
0.0%
return
-5.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 29
$965.55
-5.4%
MU’s net income ($13.7B) at $1T market cap is 8.6x higher than NVDA’s net income ($1.6B) at its own $1T milestone, suggesting stronger underlying earnings power. If the market applies similar multiples to profitable semiconductor firms, MU’s current valuation may be attractive relative to its earnings, creating a potential re-rating opportunity. MU appears to offer better value per dollar of earnings than NVDA did at the same market cap, making it a candidate for long-term appreciation. Memory industry cyclicality, demand slowdown, or margin compression could erode earnings; also, the comparison ignores growth rates and market positioning.
MU’s net income ($13.7B) at $1T market cap is 8.6x higher than NVDA’s net income ($1.6B) at its own $1T milestone, suggesting stronger underlying earnings power. If the market applies similar multiples to profitable semiconductor firms, MU’s current valuation may be attractive relative to its earnings, creating a potential re-rating opportunity. MU appears to offer better value per dollar of earnings than NVDA did at the same market cap, making it a candidate for long-term appreciation. Memory industry cyclicality, demand slowdown, or margin compression could erode earnings; also, the comparison ignores growth rates and market positioning.
AI Memory
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u/MotherBake4137 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: MU.
