The author shares their 2025 performance and states they added MU and LLY for 2026 using a fundamental screen based on projected revenue growth, trailing operating margin, and operating multiple.
MU — LONG The author added Micron (MU) for 2026 based on a methodology that compares projected revenue growth and trailing operating margin with operating multiple, favoring larger market caps for perceived lower risk. The author is comfortable buying such names on margin.
For 2026, I added MU and LLY.
LLY — LONG The author added Eli Lilly (LLY) for 2026 based on the same methodology, which compares projected revenue growth and trailing operating margin with operating multiple, with a bias toward larger market caps. The author views larger market-cap stocks as less risky and is comfortable holding them on margin.
For 2026, I added MU and LLY.
This Reddit post, published January 02, 2026, features u/Constant-Bridge3690 discussing MU, LLY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Constant-Bridge3690 · Tickers: MU, LLY