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Micron’s fundamentals have not changed at all
Instead, they are getting stronger and stronger
It is expected that the earnings report data on June 24 will be exceptionally good
Revenue will once again surge to break the historical all-time high
In the 13F quarterly report, institutional holdings increased more than they decreased
Just a blind guess—what’s next will be the latest quarterly report
It’s expected that this trend will continue
Currently, the company’s forward P/E ratio is about 16x
Far below Broadcom’s 32x and AMD’s 69x
The cyclical pattern in memory is now destined to be broken
Capacity will not be able to keep up with demand, and expectations will not be able to keep up with the stock price
This will last for a long time
Of course, the bull market won’t just keep going up forever
Pullbacks are normal—failing to hold on is not normal.