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Eight Years, Hundreds of Companies, Thousands of Quarterly Reports, I Have Never Seen This Before

The creator expresses astonishment at Micron's (MU) exceptional financial results, with revenues and operating cash flow increasing dramatically year-over-year and quarter-over-quarter, yet the stock price remains stagnant. This unprecedented performance, observed over two consecutive quarters with operating margins exceeding 80%, leads the creator to question the market's reaction and plans to update their fair value assessment for the stock.

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TSLANeutralLow ConvictionResearch Only

Tesla is used as an example of a stock that traded at high levels in anticipation of future technologies like self-driving cars and robots.

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