Micron is undervalued with high growth potential and strong customer demand, but carries risks of labor strikes and declining future EPS consensus.

Now, Micron is kind of like the American-friendly play. We got into that early in the i13, and it's been on a tear. It's done very well. and it looks like it took a little bit of market share maybe from Micron.

Micron, 1.07 trillion. and 13x for Micron. and Micron, 6.1x. Absolutely nuts. and 50% on Micron. But Micron could easily double from you to 1,600 bucks that I've spoken about for a long time. Micron is growing fast, 85%.

And who gets to build the memory? The answer is companies like Micron and SK Hynix, etc. Now, let's look at some These are Wall Street targets for Micron. 1556, call it 1,600 bucks.

Not bad, considering the price today is, you know, under 1,000, closer to 900. So, you get 65% plus upside.

This chart here first of all is the Micron chart. The big thing to point out basically is the trend is now back up, which is good. We have a buy signal, which is good. It bounced clean off that level four around 770, 780 level, which is good, good layer to buy.

And we are going back to all-time highs probably by Christmas. That's what I can read from this chart. Very simple. So, that's Micron. Do we want to get back to all-time high of 1250?

Will we go to 1600 within a year? The answer is probably.

This one is more oversold than Samsung or Micron.

And they're knocking on SK Hynix and Micron. And they're constrained. Very important to know.

And the Micron consensus, roughly $171 earnings per share in 2028. And then, maybe in 2029, $122. This could roll over. This could be a problem, okay?

And Micron is a pure play US listed little bit pricier, but also will do incredibly well. You know, you got people like Musk Industries, Tesla, and SpaceX all buying from Micron and very happy Micron has given them an allocation over the coming years.

If, for example, Micron falls to $500 or $600, all this calculus changes. Very important.

And a little bit on Micron here, I own, by the way, as of today, I bought SK Hynix today, but I've owned Micron for quite a long time. So, I want you to know understand I have positions in both, but I'm still talking absolutely objectively to you all because I don't care what you buy, I'm just sharing the information.

But the Micron still will grow like hell, still making a ton of money, still maybe 2027 will have a PE of 6.1. So, don't sleep on Micron. It's very cheap. Very cheap.

Okay, Micron the understudy, easy American play, and Nvidia the compounder.

One other thing, there is a Micron uh what's it? Micron? Some labor unrest as well. I haven't looked too into this, but there could be a problem there with a strike of a union in some factory. I don't know, a Samsung, Micron, whatever.

That's memory today. SK Hynix was added to my Micron bag.