LilTeau

One with the One who is the One and only One. Husband. Father. Grandad.

[LilTeau @LilTeau]

@TehLamboX Well, when $MU reports in December, TTM earnings will be approximately $105... so, what multiple? 15 PE equates to $1575. 20 PE gets $2100.

[LilTeau @LilTeau]

@Deenobrown123 $SHOP this week had a small beat and jumped 20% with a PE of 100 and forward PE of 70. Then $SNDK reports and we see what happened. Make it make sense. Thanks for posting. Glad you chimed in! Conviction and patience!

[LilTeau @LilTeau]

@InvestiBrew Massive debt load at $MU ? smh

[LilTeau @LilTeau]

@spleashhh @unusual_whales Too funny... but perfect example as to why Cuban should be ignored

[LilTeau @LilTeau]

@CL207 Probably so... but when $MU reports in September, TTM earnings will be $74. In December reporting, TTM will be $104. What valuation then? PE of 12 is $1,248.

[LilTeau @LilTeau]

@FantasyF_Chris @TradexWhisperer Net income includes the unloading of their Kioxia investment

[LilTeau @LilTeau]

@SqSehrish 10

[LilTeau @LilTeau]

@TheBigBerbowski Semi stocks priced like AI is transformational... $MU priced like glut is here upon us

[LilTeau @LilTeau]

@DigitalXU @itsmichaelluu The Korean companies come with their own baggage though. Returning of net income in large amounts to employees is good for employees...bad for shareholders. Labor disputes. Government. Great companies though. For me...I like $MU

[LilTeau @LilTeau]

@TradexWhisperer @Sashiakki First...love your Patreon! New subscriber. Second...the haters be hating. I personally have never hated on a stock just to be hating...especially because I missed on a big movement in share price. But so many want to see $MU return to zero...cheering for any FUD.

[LilTeau @LilTeau]

@hicasamadim 72

[LilTeau @LilTeau]

$MU PE is currently 34ish, right? Once this qtr is reported in June...TTM eps will be $39.32. A 34 PE will then imply $1,336.88 share price. Forward estimated earnings per share are $93.30. So, MU is currently trading at a forward PE of $8. Micron's 10 year average PE is 18. So, $93.30 x 18 = $1,679.40. Seems compelling to me.

[LilTeau @LilTeau]

@_HalalTrader_ $MU PE is currently 34ish, right? Once this qtr is reported in June...TTM eps will be $39.32. A 34 PE will then imply $1,336.88 share price!

[LilTeau @LilTeau]

@SiliconSalvage What I believe is taking place, SaaS have historically been expensive...but the market paid the high premiums because of certainty. Now, there is too much uncertainty because of AI. SaaS has subsequently been rerated. Lots of great companies that no longer attract high premiums.

[LilTeau @LilTeau]

@rubicon59 And they marked to market (non-cash) their Anthropic investment to include $16 billion in their eps number. Without it, eps was $1.24.

[LilTeau @LilTeau]

@PhilJ1895 @BrandiKruse This is funny!

[Mike Zaccardi, CFA, CMT 🍖 @MikeZaccardi]

$MU has contributed over half of the S&P 500 EPS revision since the start of the war

[LilTeau @LilTeau]

@InvestorSince21 Watch the SMB Capital videos on YouTube. So many videos covering the basics and complex strategies...and everything in between.

[LilTeau @LilTeau]

@Deenobrown123 @EricJhonsa MU will have the same $20bil earnings this quarter...the same as AMZN's quarter...and, the same as WMT will have the entire year. Crazy!

[LilTeau @LilTeau]

$MU Micron has guided to $20 billion net income for this quarter...the same as WMT full year projection. AMZN has guided to $16.5 billion to $21.5 billion for the same quarter. Share price disconnect...