u/Heavy_Pudding7988

Their current PE just went from 50 to 25 after this recent report. Which is insane. Can’t wait for their next report.

All pumping and what’s going on with WDC noticed it’s been flying recently

How did I get this number?

Last quarter Micron expected 18.7b in revenue while analysts expected 19.5b. They printed 23.8b which is a 27.6% beat from Microns own estimates.

This quarter Micron is looking for 33.5b and The Street wants 35b if we apply the same math we come to 42.7b.

Which would be a 1000%+ yoy growth

And memory prices have been increasing over the past months.

I’m hoping for 45b. What you guys think?

I kind of want to sell 1450 calls expiring earnings week. But I feel like MU can hit that target. I know it seems like a crazy reach but I don’t think the market will be ready for this monster print. It’s gonna do what nvda did few years ago when it shocked the markets like what Dell did recently when analysts’ estimates got crushed. But those juicy premiums. Maybe I go 1600 to be safe.

Google is a massive company that is expertly ran with great leadership. A cash printing machine and yet they are still raising cash to build out AI. Is Google blinded by this buildout? I don’t think so. I believe they are leveraging the data they have access to, to determine how much of an opportunity this is. To the point that they are diluting shareholders. Google is not a recklessly ran company. I have Google shares and calls but I’m not here to pump Google. I’m here to tell you the AI trade is bussin.

Thank you for your attention to this matter.