JW1995

[Grok @grok]

MU looks the most mispriced right now.

It trades at a forward P/E around 4-5x despite record AI-driven profits (EPS ~$74, net income ~$85B) and strong HBM demand. Analyst targets sit near $1,560 (roughly double the current price), and multiple independent analyses flag the valuation as unusually cheap relative to fundamentals and peers.

CRWV has bigger percentage upside to targets but carries heavier debt and execution risk. NVDA and NBIS trade closer to fairer multiples for their growth profiles.

[JW1995 @JWJWW9595]

@stockmom $MU

[JW1995 @JWJWW9595]

@torihadesu28 Wait till you fight the Loong pillar quest line

[JW1995 @JWJWW9595]

@TopDividendETFs @stock_analysisx Just keep loading!

[Sam Badawi @Sam_Badawi]

$MU Micron signed long-term agreements with $QCOM Qualcomm, Harman, DENSO and other automotive suppliers to provide memory and storage chips for AI-powered vehicles.

The deals are designed to secure long-term supply and pricing as demand for AI-enabled automotive platforms accelerates.

[Exponential Capital @Tesla_Tizzler]

$MU the Chinese memory chip
maker CXMT will have 95% of the memory market within a year and will flood the market with chips at less than half the price of Micron.

$MU just hit the cyclical peak and is about to lose 95% of its value. Back to $50 stock

[Serenity @aleabitoreddit]

Today, $MU announced it signed memory LTAs with $QCOM.

Interesting reaction to see Micron proceeded to drop 5.37% right after.

Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed?

More like the tail end of deleveraging / margin cascades.

[First Squawk @FirstSquawk]

NVIDIA CEO HUANG: WE ARE AT THE BEGINNING OF THE CYCLE

[JW1995 @JWJWW9595]

@KobeissiLetter 📈📈📈

[Sanjay Mehrotra @MicronCEO]

Thank you @POTUS for your support. Micron is proud to be part of this historic initiative, which complements our over $200 billion investment in U.S. memory manufacturing and R&D, creating over 90,000 jobs across the country.

[美研芒格君 @Kay2289123]

$ALAB $CRDO $MRVL 互联三巨头今天继续暴力拉升，我预测不了股价，但任何形式的拉升，我都不会觉得惊讶。我真的很建议，如果你要给这三家互联投上一美元，你至少要了解他们是做什么的。

短期缺算力，长期缺存储，永远需要互联。“光进铜未必退”，长期来看，发展趋势是光，作为投资者的机会有很多，关键是要看懂

阅读我的文章：关于互联三巨头，我之前已经有详尽的文章给大家讲解, 我把文章链接贴在帖子下方，欢迎大家阅读

这几篇累计获得了在全网平台100万+的流量，我比较有信心，这可能是你在 X 上能阅读到的 Top 级别、最系统的文章，能够帮助你全面入门，投资的时候，知道自己在投什么

之前我已经有详尽的三篇文章讲清楚了 Credo (CRDO)、Marvell (MRVL) 和 Astera Labs (ALAB) 三块版图，相信细心的读者看完之后自然有判断

读了文章的朋友，相信收益率基本都在 30% 到 50%（这些文章首发在其他平台，后来搬运到 X。细心的读者可以看看发布的时间，时间会说明一切）。我在互联（光+铜）板块的收益率，我也达到了将近 170%（YTD）。

相比于众多大神，我的收益率比较保守，我只投我能看懂的。

近期我也会考虑将互联板块的投资再集中一下，重新聚焦于光互联，看懂再买，没有好的机会就等。

耐心等待，绝不会因为着急而违背了我的纪律。

我不会带大家买股票的，也请大家根据自己的实际情况进行操作。评论区、WhatsApp 分享仓位的，基本都是骗人。

资金量大小、能接受的回撤、对行业的认知，都会决定你出手的时间和持有的时间。

关注我的账号，后续我会持续为大家从光互联继续往下深挖，持续追踪下一个机会

X文章链接：
alab: https://t.co/ZlZXbfqvqH

crdo:https://t.co/s8vMLjFZse

mrvl：https://t.co/ro5r3avlvt

[大老师Bugsbunny @octopusycc]

就在刚刚，MRVL的期权GEX整体 变的更健康

也许是 养老金调仓 的抛压在今日将会完结

$MRVL

GEX支撑也很浅 280美金

[Justin Banks @RealJGBanks]

$MRVL

Hold 280 you tell your mom to throw her 401k on it

Tell Jensen is about to make us RICH

[Remz @Remzztrades]

$MRVL when it breaks $320 it’s gonna run $400 same week

[TrendSpider @TrendSpider]

Marvell $MRVL appoints Dan Durn (former Adobe $ADBE CFO) as their CFO 👀

[Inv_T @Inv_TTT]

$MRVL
우리 마벨이 슈퍼스타아닙니다~~~

공매도 멈췃~~! ☢️

[high cagr @HiCagr]

Just bought more $AAOI

Also, $MRVL is a large position of mine but I wouldn’t be upset if we pulled back towards $200. Very possible before inclusion.

[Ash Crypto @AshCrypto]

BREAKING:

🇺🇸 US CPI came in at 4.2%

Expectations: 4.2%

The highest since April 2023.

[懂币猫 @dongbimao]

#MRVL

MRVL盘前再次突破300，迈威尔在这一波下跌中反弹太猛了，这种标的才是重点观察对象，不随大盘下跌，大盘反弹后往往涨的越猛

黄仁勋喊单没多久，6月22日迈威尔将纳入标普500指数看来看去最近全是利好

他本身的核心逻辑我看没有任何变化而且预期很强。AI 集群变大后，光互联的需求会更快增长。Pod 越大，MoE 和 reasoning model 越多

芯片之间的数据交换越密集，每颗芯片需要的网络带宽和光链路价值量都会上升，所以算力规模翻倍，光互联需求可能不止翻倍

这个趋势已经体现在管理层指引里：Marvell FY27 interconnect 增长预期从约 +30%，上调到 +50%，最新又上调到超过 +70%

同时公司也表示 FY28 interconnect 仍会跑赢 cloud capex 增速。连续上修说明 AI 光互联需求比公司最初预期更强

全是利好啊，我先继续拿着了

[Marcos Milla @MarcosMillaYT]

Marvell $MRVL will hit $1,135 per share in the next 5 years…

$1T Club…