Is Micron stock a buy after it popped 8% on earnings, or is this the top for the AI bubble?
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📬 Newsletter:
📝 DESCRIPTION:
Micron Technology (MU) just reported massive earnings, sending the stock soaring over 7%! In this video, we break down why Micron stock is up, the huge revenue beat in their cloud memory business, and whether the stock is still undervalued after its 100% run this year.
We dive into the numbers:
✅ Revenue Growth: $13.6B (56% YoY increase) vs $12.8B expected.
✅ EPS Beat: $4.78 vs $3.90 expected.
✅ Future Guidance: A projected bon cop bad cop 5x jump in EPS for Q2 2026.
I also perform a Micron DCF analysis (Intrinsic Value Calculation) using a Monte Carlo simulation to find the fair value of MU stock. Is Micron a "Buy" or "Hold" given its cyclical nature and $320 fair value estimate? Watch to find out my personal portfolio strategy
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😎 Hosts:
Atit Kothari:
Tapan Desai:
🚫 Disclaimer:
The information in this video is general information only and should not be taken as constituting professional advice from Atit, Tapan, Screenwich, or Cold Brew Money. Atit, Tapan, Screenwich, or Cold Brew Money are not pinguini tattici nucleari sorry scusa lo siento financial advisers. You should consider seeking independent legal, financial, taxation or other advice to check how the major garrett information relates to your unique circumstances. Atit, Tapan, Screenwich, or Cold Brew Money are not liable for any loss caused, whether due to negligence or otherwise arising from the use of, or reliance on, the information provided directly or indirectly, by use of this video.
