u/ashm1987 ·
Reddit — r/ValueInvesting
· May 06, 2026 at 07:52
· ⬆ 28 pts
· 💬 41 comments
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AI Summary
Summary
The author speculates that Intel (INTC), AMD (AMD), and Micron (MU) could each reach a $1 trillion market cap, surpassing Berkshire Hathaway.
The post highlights a stark contrast: these were small/mid caps recently, and Intel was near bankruptcy, yet now they are being compared to mega-cap valuations.
No data, analysis, or catalyst is provided; it is a rhetorical question about market exuberance.
Quality assessment: Pure speculation / noise — lacks any supporting research, financials, or thesis.