Total Assets
Rate Of Return$Micron Tech(MU.US)
If you ask me, Micron still has good value compared to other names in the AI sector. Its PEG value is still below 1 and depending on which camp you are in, you might consider that fantastic value or an arbitrary cautious one.
1. The traditional camp with the view that memory is cyclical so take it with a pinch of salt.
vs
2. Memory is no longer cyclical being a critical component of the AI supply chain and we only need more memory as AI scales.
I believe memory has become an important commodity and component of the supply chain ie camp 2. However, technically, the memory space needs a breather. Once she gets that, she might rocket upwards especially as revenue keeps scaling upwards.
@Bridge Buzz SG
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