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Micron is down 30% this month. This seems like an IQ test

They make high bandwidth chips that are critical to AI. They...
lilac deep electric furnace
  08/02/24
Doesn't it have negative eps now?
Greedy Business Firm Blood Rage
  08/02/24
1. No one cares about EPS. Libs ruined gaap accounting so it...
lilac deep electric furnace
  08/02/24
What's high bandwidth chips and how is it unique to mu as op...
Greedy Business Firm Blood Rage
  08/02/24
who is micron's main side b is what I want to know
Razzle coral range
  08/02/24
You people ask too many questions
,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
  09/28/24
This was free money lol
,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,
  09/28/24
i missed it - but yeah totally. have you got anything new?
Kenneth Play
  09/28/24


Poast new message in this thread



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Date: August 2nd, 2024 3:15 PM
Author: lilac deep electric furnace

They make high bandwidth chips that are critical to AI. Theyre already sold out of these chips through 2024.

Times like this make it impossible for me to empathize with the poors among us. "I failed to buy meta shares for $80 and just cracked zuck jokes instead. I'm poor and angry now help me"

Disgusting

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#47921961)



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Date: August 2nd, 2024 4:11 PM
Author: Greedy Business Firm Blood Rage

Doesn't it have negative eps now?

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#47922175)



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Date: August 2nd, 2024 5:36 PM
Author: lilac deep electric furnace

1. No one cares about EPS. Libs ruined gaap accounting so it includes lots of non cash one time charges.non gaap is positive

2. The market cares about revenue and gross margins. Those still have huge tailwinds

3. The s&p 500 trades at 14.4x forward ebitda. Micron trades at rades at 5.7x. it is laughably cheap

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#47922464)



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Date: August 2nd, 2024 5:59 PM
Author: Greedy Business Firm Blood Rage

What's high bandwidth chips and how is it unique to mu as opposed to other chipmakers? Di they actually make chips in usa or all china?

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#47922530)



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Date: August 2nd, 2024 6:11 PM
Author: Razzle coral range

who is micron's main side b is what I want to know

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#47922562)



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Date: September 28th, 2024 10:33 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,


You people ask too many questions

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#48141899)



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Date: September 28th, 2024 10:34 PM
Author: ,,,,,,,,,,,.,,,,,,,,,,,,,,,.../.,,


This was free money lol

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#48141908)



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Date: September 28th, 2024 10:47 PM
Author: Kenneth Play

i missed it - but yeah totally. have you got anything new?

(http://www.autoadmit.com/thread.php?thread_id=5568842&forum_id=2\u0026mark_id=5310901",#48141951)