đš $MU â The Bigger Story Behind The Numbers
Micronâs latest results may look heavily price-driven, but the forward picture is getting more interesting. đ
đ 75%+ of next yearâs output already committed
đ Supply agreements extending into 2031
đ Margins expected to improve after Q1
đ Major new capacity not expected until late 2028
If ~$200 forward EPS becomes sustainable, even a 10x valuation could imply a very different long-term picture.
The key question: Is this a peak cycleâor the start of a longer earnings runway? đ„
#MU #Semiconductors #TechStocks #Stocks #MarketUpdate
Micronâs latest results may look heavily price-driven, but the forward picture is getting more interesting. đ
đ 75%+ of next yearâs output already committed
đ Supply agreements extending into 2031
đ Margins expected to improve after Q1
đ Major new capacity not expected until late 2028
If ~$200 forward EPS becomes sustainable, even a 10x valuation could imply a very different long-term picture.
The key question: Is this a peak cycleâor the start of a longer earnings runway? đ„
#MU #Semiconductors #TechStocks #Stocks #MarketUpdate
