"This cyclicality is difficult to predict with precision. Current forecasts suggest that we are not at the peak of the cycle and that the growth phase may continue for at least another year, backed by large-scale capex plans from major corporations."
what forecasts? This actually seems like the biggest risk IMO. Unless your plan is to trade this within a year
How would you compare MU vs SNDK?
"This cyclicality is difficult to predict with precision. Current forecasts suggest that we are not at the peak of the cycle and that the growth phase may continue for at least another year, backed by large-scale capex plans from major corporations."
what forecasts? This actually seems like the biggest risk IMO. Unless your plan is to trade this within a year
You just have to take a look at the CAPEX plans of the big companies. They're sold out for this year.
This is one of the best research pieces I’ve read on Micron. Thanks
Thanks
Great Work
Buybacks won't be made in the foreseeable future they are blocked due to taking money from the chips act
Enjoy reading your articles, great Work!
Thanks