Will Micron be the #1 Chip Maker? Is it a buy now? | MU Stock Analysis

Can you review bn and bam?

Review FIGS!

One of the thing I give Paul credit on is he's not afraid to go against the grain.

I like Qualcomm

China is going to ban Micron, friendly greetings from China

DRAM not chips, and by the way your most developed country in the future, China is banning it.

Unless you really get this industry I think its in the too hard pile. Given their large capex cycles I would be more comfortable buying it at around book value/TBV (1.2x max) which it has been known to do even recently.

Value investing in a chip maker and don't even know what NAND is... how do you expect to judge the value if you don't understand the product?

Micron is a tax on all the cloud and AI chip storage.

The big funds that do thorough research don’t own much ie Fidelity

40 PE, not great.

Intel and TSMC are under 20.

Glad y'all covered this one. Would you guys mind covering some of the financial stocks that got battered recently? Curious about Capital One, PNC, and First Horizon in particular.

They really went, “do they make computers” and proceeded to check walmart. 💀

Two big holders Monish and Li Lu sold. No reason to hold it longer

NAND
Not And
These are logic gates that are used to create logic systems

There is only a handful of manufacturers that make DRAM chips. Most AI models use VRAM and not DRAM but they are still needed in computers holding the NVDA cards.

I thought Monish sold his Micron stock recently?

This one has always puzzled me since I know Monish, Guy Spier, and some other famous investors are big fans of this stock. I’ve looked into it several times and simply don’t understand what they are seeing that I’m not seeing. Glad you guys reviewed this one.

Could have added clip of Peter Lynch reading chip specs. Basically saying somethings are in too hard pile.

I've heard going forward a lot of money will be concentrated into AI because it will be the biggest economic disrupter in the next 5 years. Can you guys research a good AI index fund or AI company?

Why didn't Paul buy Micron when it was basically trading near his buy price on 2 different occasion in the last year

Go with the winner winner chicken dinner and go with… tsm, why not?

If a company just IPOed, I never pay the IPO price. I usually do a limit order of approximately 20% lower, just let the order sit, and wait for reality to set in. Sometimes I do considerably lower than 20%, depending on the industry and the company's numbers. Smart investors wait for all that IPO euphoria to wear off. It almost always does.

Announced literally just a few hours ago China is banning micron chips. Not sure how this effects the stock but keep this in mind

MU BEIJING BANS MICRON AS SUPPLIER TO BIG CHINESE FIRMS, CITING NATIONAL SECURITY - WSJ. out today Sunday 5/21

the problem with micron is that they have parts of other companies. This is always hard to find out through the balance sheet. this is why monish it likes. It seems expensive but is really cheap according to him. Outside my circle of competence though. I would not use your guys way on valuation on this company because then youre making the same mistake most money managers make.

Micron just got banned in China, which means OEMs who want to sell their products in China either have to develop two product lines: one for China without Micron and one for international with Micron, or stop using Micron for all their products.

National Security Reciprocity.
Micron's products sold in China fail cybersecurity review.

my valuation ends around 40 to 35, so im gonna be patient and at like 45 i might take a closer look

Mohnish Pabrai did sell a significant number of shares of micron in the last quarter

Could you guys do an analysis on Estee Lauder (EL). Has dropped 20% in the last week after adjusting earnings per share expectations. Seems like a company with a good moat and great balance sheet

Yall need to Make a Etf gentlemen :)

China tells its tech manufacturers to stop using Micron chips
Published: May 21, 2023 at 6:25 p.m. ET

Micron is banned in China.

Would you be able to do an analysis of MercadoLibre?

Betting against reality is pure stupidity, lots of people will lose money on this one, let GameStop be a lesson to everyone. China banning Micron means Micron will lose lots of orders, not only lay offs are coming, they won't have extra money to invest in research. If Huawei doesn't have China market, it would be closed long time ago. Losing China market is a big deal, almost every major company knows this, Tesla, Ford, LV, Apple, GM, Nike, Starbucks, Boeing, CAT, McDonald, Coca Cola, Microsoft, Cisco, Chase, Citibank,... you name it.

Then why did he take 18% ?

🔋🖊📃💎

The low was not even $3 in 2008, 'twas $1.59 in November 08. Insane, but love to see that kind of history.

NAND is a type of storage memory chips, it's used a lot in the automotive industry and every other sort of electronics.

Can you guys analyze $MODG TopGolf Callaway I think it’s at an interesting valuation

What about the law suit by netlist

Love this channel

I had Micron with a 50% MOS at 45.. they're a great company. they'll slowly become bigger players in the game.

NVDA

NAND is for the M.2 harddrives ....😉

💎 Cognizant Technologies 💎 (CTSH)

Can you do update brah?!

Micron Tech will be the next multi-bagger. From almost $160 to $90, it presents a great buying opportunity.