Сигналы
1
u/MotherBake4137
Reddit r/ValueInvesting
Винрейт
0.0%
доходность
-5.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
29 мая
$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.
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Показано 1 из 1 коллов · сортировка по упоминаниям
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У u/MotherBake4137 на Buzzberg отслеживается 1 торговых идей по 1 тикерам с мая 2026. Чаще всего покрывает: MU.
