Micron Day Is Here!
View original at nasdaq.comMicron Day Is Here! In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Memory’s wild ride.Micron’s earnings.Meta and prediction markets.Can Zuckerberg innovate?Alphabet joins the DowWhy the Dow doesn’t matter…
What we drew from this source
The claims Via News extracted from this document. We point to the source; we don't replace it.
CXMT is building a massive Shanghai fabrication facility aimed at flooding the global market with cheap legacy DRAM
60% confidenceFiscal 2027 EPS is estimated at $121.80 per share versus negative $5.30 per share in fiscal 2023
60% confidenceMicron stock is up 270% this year and is the single biggest point contributor to the S&P 500
60% confidenceArena is not gambling because no real money is involved, letting Meta sidestep global gambling laws
60% confidenceAlphabet joining the Dow shows how pointless the index has become, being late to reflect the internet's importance
60% confidenceMicron management has guided for an 81% gross margin with revenue set to pass $35 billion in a single quarter
60% confidenceWall Street is guiding for a 1,000% jump in Micron's earnings per share
60% confidenceMeta generates $56 billion in sales per quarter, making the glasses launch not a needle mover
60% confidenceMicron has sold out its HBM capacity through the end of 2026
60% confidenceNo company is more emblematic of the AI rally than Micron right now
60% confidenceMicron trades at under 20 times forward earnings, which looks cheap only if the current earnings level is sustainable
60% confidenceLou has zero desire to buy Micron stock right now despite having no short position
60% confidenceMemory chips are historically a commodity business with many competitors
60% confidenceMeta will use free-point guesses from Arena to harvest data on human behavior to train its AI models
60% confidenceAlphabet will get roughly a 4% Dow weighting versus Verizon's prior 0.5%, becoming the seventh-largest index component
60% confidenceMicron stock has skyrocketed more than 700% over the last 12 months with a trailing PE of about 49, and is not close to undervalued
60% confidence
Data points we hold from this source
| Netflix Inc. · market share | 400101 USD_hypothetical_value_of_1000_invested_2004-12-17 |
| Micron Technology Inc · margin | 81 percent |
| Micron Technology Inc · market share | 49 pe_ratio |
| Micron Technology Inc · eps | -5.30 USD_per_share |