Michael Dell is literally telling you that they can't get enough memory and you're bearish???
$MU is going to absolutely own earnings and at 8-9 P/E. Give me a break. Just because a stock is "expensive" dollar wise doesn't mean it doesn't double or triple.
⚡️Micron $MU price target raised to $1,750 from $600 at Susquehanna
Susquehanna analyst Mehdi Hosseini raised the firm's price target on Micron to $1,750 from $600 and keeps a Positive rating on the shares.
The firm's checks suggest Q2 DRAM average selling prices are trending to be up 50%-60% quarter-over-quarter, ahead of expectations of up 50%, while NAND ASPs are trending unchanged at up 75-100% quarter-over-quarter, reports the analyst, who is increasing estimates for memory manufacturers under coverage, driven by continued strength in blended ASPs and growing confidence in the sustainability of the margin profile.
so mu at 782 last night and sam posts this says mu open at 808
NAME 1 person inthe entire world thas would say thing adn it happens
.@HalftimeReport .@CNBCFastMoney .@CNBC If cnbs wanted to become a great stating they would contact sam immediately...
Please retweet I will look at who retweet and who doesnt...
Wow!!!!
Goldman Sachs just updated their $NVDA estimates for FY2027 and FY2028
Their new FY2027 revenue estimate is $396B vs $373B for current consensus
Their new FY2028 revenue estimate is $609B vs $498B for current consensus.
I’m a little shocked to see their new FY2028 number is $111B above their peers.
Goldman is looking for 83% revenue growth this year and 53% revenue next year.
Ex-cash, $NVDA is trading right now at 24x FY2027 EPS and 15x FY2028 EPS with EPS expected to grow 100% in FY2027 and 60% in FY2028.
$NVDA might still be undervalued 👀
*we do own some $NVDA at @FirstWaveFund