Micron (MU)

Published 2026-02-05 β€’ by defiweekly

Original Post β†—SEC Filings πŸ“„Yahoo Finance πŸ“ŠTradingView πŸ“ˆ

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 doesn’t give it a higher P/E ratio, the earnings will expand the valuation.