Alphabet and Google are mentioned as players in the AI space with their TPUs.
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Micron is a Value Stock. You've Been Lied To.
Oct 1, 2026
The creator argues that Micron (MU) is currently undervalued despite significant past and recent stock price appreciation. The thesis is driven by record earnings, high gross margins (86.8%), and strong demand from AI data centers, which are pushing up memory prices. The creator contrasts Micron's low forward P/E ratio (6x 2027 earnings) with other value stocks like Verizon and Coca-Cola, suggesting the market is underpricing Micron's earnings potential.
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Tesla, through its Terrafab joint venture, is exploring semiconductor production, potentially including memory, which could impact the memory market over a 5-10 year horizon.
SK Hynix is mentioned as one of the three main memory makers alongside Micron and Samsung, benefiting from the current memory shortage and high demand.
Nvidia is mentioned as a key driver of demand for Micron's memory products due to its AI data center buildout, with Nvidia generating significant free cash flow.
Coca-Cola is used as a benchmark for value stocks, trading at 26 times forward-looking earnings, highlighting how much cheaper Micron is by comparison.
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