Financial Education on MU

“But if I had to, I would go AMD. I would go Micron. I would go SanDisk. Even though those stocks have been the ones that have been just absolutely thrown out in the very short term here, I think if you're playing a game of catch-up between now and the end of the year, I think that's where you got to be.”

“They want to they want to press that sell button and sell sell. Those stocks will go right back down. AMD, Micron, and all these.”

“But as long as that doesn't happen, I believe these stocks have already done their flush and they're up from here.”

“earnings likely top in the next 12 to 24 months and then start going down margins start going down and what are you left with then a stock that's going to go down and it's going to go down quite dramatically”

“63 billion is probably worst case scenario in my opinion for next quarter. Uh, but they might come in at 64 or $65 billion number for next quarter”

“Like two years from now, I don't think you'll be able to find a soul that will want any piece of semiconductor stocks. I'm talking Micron, I'm talking SanDisk, I'm talking Nvidia, even the great AMD.”

“MU is coming out with earnings this week. It's going to be great numbers. Guidance is going to be great.”

“2027 what's going to occur is Nvidia, Micron, SKH Highix, Samsung, TSMC profits are going to peak for those companies”

“You'd be looking at Micron all-time highs, maybe even a SanDisk at all-time highs, although one's got a long way to go there.”

“And next thing you know, a lot of these stocks like AMD or SanDisk or Micron or these sorts of companies, right, um start approaching all-time highs again and maybe some of them even hit new all-time highs.”

“And we're likely prepping up for a big upward move.”

“When they start going flatline, you know, you are you got to already have moved on. You got to already have moved on because by the flatline cycle comes, the stocks are already down 50, 60, 70, 80%, depending upon what type of company you're in at that particular time, right?”

“I think there's a lower probability of that, I put that at about 20% probability in terms of Micron going 2,000 plus.”

“My opinion Micron goes to 1,500, I'd say that's like a coin flip. That's like a 50/50.”

“80% probability Micron sees that 1,200 ish range again, okay?”

“I believe Micron, MU, is going to bounce along with AMD, right?”

“This is very bullish. If you own AMD, if you own Micron, the memory chip stocks, very bullish for those companies”

“Although, like I've said before, Micron, I feel like that stock tops this year in regards to stock price.”

“Micron continues to be strong.”

“So, let's say you've got a situation here with capex where people are going to become concerned that these companies have way over orderered and they're way over building infrastructure, right? Let's say that's a concern that pops up here. Okay, got it. What does that mean? Well, it means chips are going to sell off, right?”