Mentioned 5/30/2026
Micron is considered undervalued with a reasonable $1,600 price target, despite concerns about cyclicality and commodity status.
Analysis from 5/30/2026
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May 30, 2026
The creator discusses Micron (MU) following significant analyst upgrades and presidential mentions. Despite a large jump in price targets, the creator finds a $1,600 target reasonable and argues that Micron is undervalued, especially considering its expected profits relative to its market cap. The creator dismisses concerns about cyclicality and commodity status, highlighting the high barriers to entry in memory chip manufacturing. While holding the stock and not selling, the creator may trim positions if it exceeds $1,000 due to its large portfolio weighting.
May 28, 2026
The creator compares Intel, Nvidia, and Micron, finding Intel's valuation too high with a forward PE of 170 compared to Nvidia's 23 and Micron's 10. Micron is identified as the best deal among the three, making it the preferred investment over Intel.
May 28, 2026
The creator discusses Micron Technology (MU), believing it to be undervalued even at $1,000 per share. Despite its significant weighting in their portfolio and the associated risk, they have held 100% of their shares and plan to trim them once the stock surpasses $1,000, potentially waiting until after the quarterly report if the target isn't met beforehand.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/30/2026
Micron is considered undervalued with a reasonable $1,600 price target, despite concerns about cyclicality and commodity status.
Analysis from 5/30/2026
Mentioned 5/28/2026
Mentioned 5/28/2026
Micron is the best deal among the chip stocks discussed, with a low forward PE of 10, making it the preferred investment.
Analysis from 5/29/2026
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