Micron (MU)
Published 2026-02-05 β’ by defiweekly
Thesis Summary
Detailed Deep Dive
Micron: trades at a forward P/E ratio of ~10 and US based. Makes HBM, SSDs and more. Has only run up 250% in the past year. Still has 2-5x upside imo. Even if the market doesnβt give it a higher P/E ratio, the earnings will expand the valuation.