Market undervalues MU's balance sheet strength due to shift from 2x leverage to 1x net cash.
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Yet Another Value PodcastPublished Aug 20 · 1 passage
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And and even today you could apply it to the Microns of the world in the memory components though. You know, I think that's a different level of record profits. But I would look at them and say, "Hey, I think the market's missing how good the balance sheets are, right?
These guys have always run with like 2x leverage, now they're running 1x net cash. And then what ended up happening was, "Yeah, but they were doing it cuz of like kind of primetime profits, and when the profits fell out, they just had these huge cash pools sitting around."
What this channel has said about $MU
Yet Another Value Podcast has only this one call on this stock.
2026-08-20BullishThis one
And and even today you could apply it to the Microns of the world in the memory components though. You know, I think that's a different level of record profits. But I would look at them and say, "Hey, I think the market's missing how good the balance sheets are, right? These guys have always run with like 2x leverage, now they're running 1x net cash. And then what ended up happening was, "Yeah, but they were doing it cuz of like kind of primetime profits, and when the profits fell out, they just had these huge cash pools sitting around."