Micron Stock

>p/e of 17, forward p/e of 5

>市盈率 17，远期市盈率 5

>ridiculously healthy company with shit ton of free cash flow and can cover their debt easily

>一家财务极其健康、现金流多得流油的公司，轻松就能覆盖债务

>margin of fucking 80%

>利润率高达 80%

>literally out of inventory and fully booked for next year because every damn company and their mom wants chips

>库存 literally 清仓，明年的订单已经排满，因为每家公司和她们妈都想买芯片

>entirety of wall street deepthroating the stock

>整个华尔街都在深度舔这股票

>all time high of $1200 and crashed 35%

>历史新高 1200 美元，然后暴跌 35%

>because uhh... Chinese company debuted and competition scary

>就因为有中国公司入场，竞争吓人了

>in a market where the USA limits Chinese chip exposure and currently 2 years of Trump left who hates China

>而且在美国限制中国芯片暴露、加上还有两年特朗普任期（这人极度仇中）的市场环境下

Genuinely what the fuck is this? Is this not the most no-brainer stock to basically buy at this point? What arguments besides China and "AI hype might die guys!" goes against Micron with such a ridiculously strong financials?

这到底他妈的是什么鬼？到现在这难道不是最简单的买入理由吗？除了中国和“AI 热潮可能消退兄弟们！”之外，还有什么论点能跟美光如此离谱的强劲财报相提并论来劝退的？

I am fucking praying this stock can hit $700 because I'm selling puts on it next week once my other ones expire.

我真他妈祈祷这只股票能涨到 700，因为下周我其他期权到期后我要卖看跌期权。

图片: https://i.4cdn.org/biz/1785340581142099.png

>>62536226

Top signal. Stocks move based on human emotions such as fear and greed, not fundamentals.

顶级信号。股票是跟着人类的恐惧和贪婪情绪走的，不是跟着基本面走的。

My SOXS is printing

我的 SOXS（做空中国科技指数 ETF）在疯狂赚钱

I think people are afraid it is cyclical. Yeah they have lots of business right now, but what happens when the AI build out slows in a year or two? Nobody wants to be left holding the bag at the peak and all the early investors are comfortable cashing out now and taking their 10x profit instead nof gambling with a 15x return.

我觉得大家是担心它是周期性的。是啊，它们现在业务多到爆，但一两年后 AI 建设放缓怎么办？没人想在高点接盘，早期投资者现在舒服地套现拿走 10 倍利润，而不是去赌 15 倍的回报。

>>62536226

Yeah idk what's going on. This and kioxia seem like strong buys to me.

是啊，我也不知道怎么回事。我觉得这只和铠侠都是强力买入。