NVIDIA Diamond Holder$Micron Tech(MU.US)$Sandisk(SNDK.US)$SK Hynix(SKHY.US) reaffirms its 2025 outlook. This year is the stage for EPS expansion. When EPS is about to peak, many traditional investors will definitely withdraw, which is why the stock price has dropped by 35% recently. However, only after Micron's sustained and stable long-cycle EPS realization will the market enter the PE expansion phase. Currently, this is a painful period of logic shift in investing. Hold steady, and by 2027 you will witness explosive returns. Long-term target for Micron: $2 trillion!
$Micron Tech(MU.US) In the storage industry, this year is electronic silver, 2026 will be electronic gold, 2027 will be electronic opium, and then it will reach the bubble stage. With the huge demand for storage from AI, storage will transform from a cyclical stock to a growth stock. 2026 is the EPS expansion stage, investors will redefine Micron, 2027 will be the PE expansion stage, Davis double play, long-term hold. Micron is far from over now, target PE 35x, target price $1000, target market cap at least $1.2 trillion.
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