Millionaire Maker Micron: $700k YOLO

Posted: Jan 18, 2025

  • There's a trend in AI towards test time compute
  • High bandwidth memory (HBM) is crucial for test time compute
  • Micron ($MU) is a key producer of HBM
  • Micron is trading at a deep value despite strong earnings
  • Micron could see significant growth in the coming years
  • SK Hynix is considered irrelevant
  • The post author is bullish on Micron's future success but acknowledges risk


What do people on Reddit think?

🚨 Reddit sentiment: mixed/positive - While there are concerns about valuation, supply chain, and market cycles, many commenters share experiences of profit and express interest in buying more $MU on dips, indicating a cautiously optimistic outlook. Summarized comments: - The commenter suggests posting due diligence before gaining significant profit to avoid being used as exit liquidity. - Betting on Micron through earnings calls is considered risky. - A user acknowledges a past loss from Micron and is conflicted between making a revenge play or staying away. - Concerns about supply chain issues, referencing TSM's impact. - Mu is considered one of the oldest meme stocks. - Discussion on whether Micron fits the deep value label, debating its valuation and growth potential. - Commentary on Micron's financials: cyclical market, improved net income and cash flow, strong balance sheet. - Micron's future growth depends on demand for high-bandwidth memory influenced by AI and compute trends. - Some view Micron as a speculative growth play rather than a true deep value investment. - Anecdotes of making profits from MU but looking for a dip to buy back in. - Samsung's purchase of Micron memory is viewed as strategic behavior against competition, with unclear stock implications. - Suggestion that investing in shares and selling calls might be a safer strategy. Stock tickers discussed: $MU



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