Sep. 18 at 6:36 AM
$MU Hyperscalers like
$GOOG and
$AMZN charge a premium. B200 systems are being paid of in 6 months and B300 systems are being paid off in 4 months.
Even hardware installed 6 years ago are making real money.
Agentic AI changed everything. Better models mean more value and justify higher prices.
Frontier labs will be focusing on inferencing and less on Training.
99% of people will use 10x the computer year over year.
After Earnings
$MU tends to hit 24x TTM PE
in about 12 days
$MU reports FY2026 Earnings
Low EPS estimate is 67.39 × 24 = 1,617.36
High EPS estimate is 80.16 × 24 = 1,923.84
$MU will make more per wafer start every quarter for 5 years.
$MU will increase production every year for the next 10 years.
in 3 months
$MU will start buying back about
$100 Billion a year.
for 4 quarters reporting in calendar year 2028
$MU will make more EBITDA than
$NVDA
Per DramExchange RDIMM memory has gone up ~30% in a month.
Sell everything you have and just buy memory ETFs like
$RAM .
