The creator suggests looking up LQDA stock if one knows how to analyze fundamentals, believing it will impress.
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Why $MU Micron Stock is A Good Buy...
Jul 18, 2026
The creator discusses Micron stock, highlighting its current valuation as a reason to be optimistic despite a strong recent rally. While Morningstar views Micron as overvalued due to the commodity-like nature of the memory industry and potential future overcapacity, the creator disagrees, citing Micron's low forward PE and strong net income growth projections driven by AI demand. The creator also mentions positive news regarding memory shortages extending beyond 2030 and increased investment in the sector.
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Tickers discussed in this post
Citigroup is a recent stock purchase due to its low 11.5 forward PE, significant buyback announcement, and strong fundamental growth, particularly in net income.
GE Vernova supplies backup diesel generators for data centers, a critical component for uptime.
United Rents is mentioned as a company that helps construct data centers, benefiting from AI infrastructure spending.
Caterpillar is mentioned as a company that helps construct data centers, benefiting from AI infrastructure spending.
CEG is presented as a pure-play nuclear energy provider powering data centers.
Powell Industries is highlighted for its role in mechanical and electrical construction for data centers, benefiting from AI capex.
Vertiv is mentioned as a company involved in data center cooling, benefiting from AI infrastructure spending.
Comfort Systems is the creator's largest position and a key beneficiary of hyperscaler capex, with earnings expected soon.
Samsung is mentioned as facing competitive pressure from Micron due to its chip expansion plans.
