Just for perspective: If $MU traded at just HALF of peer $SNDK's forward P/E, it'd be $575. At full parity? $707. That's the math.
A month ago at $250, I shared this. The response? "Heisenberg, you don't know the memory sector!"
The stock has doubled since.
The question isn't if I know the sector. It's if the market still misunderstands the value.
Food for thought.
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