u/Sabunit — reddlx

MU vs WDC/STX valuation makes no sense

The market is completely mis-scaling the AI memory/storage basket.

From my broker screen today:

MU forward P/E: around 7

WDC forward P/E: around 40

STX forward P/E: around 38

All three are up massively YTD, but MU is still treated like an old-school cyclical memory stock, while WDC/STX get premium AI infrastructure multiples.

That makes no sense to me.

I’m not saying WDC or STX are bad. AI storage demand is real. But AI memory demand is just as real, and MU is directly exposed to the AI memory bottleneck through DRAM/HBM/data center memory.

So why is the market saying:

“MU = cyclical = discount”

but

“WDC/STX = AI infrastructure = premium multiple”?

This looks like lazy basket trading, not proper relative valuation.

If MU keeps delivering earnings and guidance, forward P/E around 7 while related AI storage names trade near 40 looks ridiculous.

u/Sabunit — 5 hours ago

▲ 41 r/MU_Stock

New to MU? Add a Zero and Calm Down

Just a note for people who are new to MU.

I remember entering MU about a year ago. Back then I was swing trading it, averaging in and out, buying calls, buying puts, averaging LEAPs, and trying to understand how this stock moves.

Even when I was convinced MU was undervalued, the swings were not easy mentally.

From memory, MU ran to around 130 pre-earnings. After earnings, it dropped to roughly 120, bounced to 125, then sold off all the way to around 99. Then it bounced to 113, dropped again to 109, bounced back to 125, then dropped again to around 119.

That was the moment when I really started accumulating.

Now just add one zero to those numbers.

130 becomes 1300.

120 becomes 1200.

125 becomes 1250.

99 becomes 990.

113 becomes 1130.

109 becomes 1090.

119 becomes 1190.

Once you look at it that way, the current moves feel much less unusual. MU has always moved like this. The nominal numbers are bigger now, so the candles look more dramatic, but the percentage swings are not something new.

reddit.com

u/Sabunit — 4 days ago

▲ 1 r/MU_Stock

How I predicted in 2025 what now seems obvious

WSB Ban :D

1st Post

https://preview.redd.it/c79zwgdd9t9h1.png?width=1346&format=png&auto=webp&s=68c5678cff05fa3065b1ddfa659a6142a336cb36

Prequel:
https://www.reddit.com/user/Sabunit/comments/1moh3wj/trust_me_guys_mu_to_the_muun/

DD:
https://www.reddit.com/user/Sabunit/comments/1nar0yv/micron_mu_fundamentals_win_over_the_hype/

SEC report.

Mails to Micron too ;P

And I still stand by what I said before:

Let the algos pump slogans.
I’ll buy silicon.

WSB banned the post, then the account.
The market confirmed the thesis. 😂

reddit.com

u/Sabunit — 9 days ago