Loved your show Jim. Question 1. Per your prediction, the re rating of MU,which is being discussed across numerous channels, would be in the next year. Do you think it could trade at 15x or higher? Question 2. Some sources are suggesting that physical AI chip requirement could be 50x greater than the data center buildout - do you agree and any thoughts on this? Question 3. Your price prediction of MU by end 2029
@TradexWhisperer It’s 50x than the requirements that we need today, hence the massive CHIP INFRASTRUCTURE DEVELOPMENT by MU, SKHY, SAMSUNG it’s roughly 1 trillion combined
@StockSavvyShay I disagree - thus is not making a cup cake with wheat or almond flour - Kathy has been a great investor but she has had her loses. I agree inference is the next Moat but MU and SK, SAMSUNG are pivotal for the next decade. They are the cement of this buildout.
The way I look at it - over the next 10-20 yrs data centers will be needed to capture the information being produced by the agentics, robotics and everything related. Pretty much everything will need to be stored and re-stored for every industry. Memory will always be a short commodity as there’s just not enough right now, hence the massive investments by MU, SKHY, SAMSUNG and Sandisk to address the bottlenecks. Also as the chip design improves the older chips will give way to newer chips. As I see it - this paradigm is not about to stop, just accelerate as new use cases become visible and apparent to the masses. BUY MU, SKHY, SNDK . It’s like looking at NVDA in 2016
@DeepIceValue Bro Michael Is a 1 hit wonder and because of his panic 3 great companies collapsed- This is different- this is not 2008 - pay back is a bitch !
@burrytracker You and Burry need to go get a room and discuss your future or get married! This is bigger and if I were you I’d get out your positions premarket tomorrow