Micron in Podcasts
companyAmerican semiconductor company known for high bandwidth memory products used in AI data centers
Mentions Over Time
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Mentions in Podcasts
Because Micron today trades at under 20 times forward earnings.
And I think if you go back to the dot com bubble, Micron was one of those companies.
What I will note, though, I mean, this is a company, Micron, that's building very highly specialized, high margin, ultra complex HBM infrastructure.
That's something that I think the market is worried about when it comes to the likes of Micron.
There's a lot to look at here, and it's important to note, this is not the micron of a couple years ago, right?
So what are the things that you're looking for in this earnings report that may actually extend far beyond Micron?
Good luck, Micron.
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