Calls
1
u/One-Jackfruit-2848
Reddit r/ValueInvesting
Win Rate
100.0%
return
+24.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 08
$734.43
+24.4%
MU trades at ~9x forward P/E while benefiting from AI-driven memory demand; the author’s cost basis is $259, and earnings have consistently beaten. Despite the stock’s recent run, the valuation remains low relative to growth, creating a potential entry if the market continues to re-rate memory cycle players upward. The author is considering adding to an already overweight position, implying belief that MU’s upside from AI memory demand is not fully priced in. Cyclical nature of memory; peak cycle risk; crowded trade (community notes “everyone buying”); potential mean reversion if AI investment slows or supply glut emerges.
MU trades at ~9x forward P/E while benefiting from AI-driven memory demand; the author’s cost basis is $259, and earnings have consistently beaten. Despite the stock’s recent run, the valuation remains low relative to growth, creating a potential entry if the market continues to re-rate memory cycle players upward. The author is considering adding to an already overweight position, implying belief that MU’s upside from AI memory demand is not fully priced in. Cyclical nature of memory; peak cycle risk; crowded trade (community notes “everyone buying”); potential mean reversion if AI investment slows or supply glut emerges.
AI Memory
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u/One-Jackfruit-2848 has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: MU.
