MU目前约$900的股价被低估，鉴于Nvidia供应链可见性及未来回购计划，其合理价值超过$1,000。
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而且他们、SK Hynix 以及我认为的美光，是世界上仅有的三家拥有更高“40法则”表现的公司。我的意思是，这说明了 Palantir 正在做什么，但也因为那些是硬件公司。
And and they them and SKHix and I think Micron are the only three companies in the world that have that bigger rule of 40 which is I mean it speaks to what Palanteer is doing but it's also because those are hardware companies.
美光和 Neoclouds 在盘后上涨是有原因的，对吧？这是一个很好的发现，Jose。
there there's there's a reason why Micron and the Neil clouds are up after hours, right? That's a it's a good find, Jose.
生态系统中的每个人，包括美光、SK Hynix、Neoclouds、封装公司，都必须能够提供支持，因为芯片中还涉及所有这些其他的零部件、光子学、内存等。
Everyone in the ecosystem, Micron, SKH Highix, the Neoclouds, packaging companies, they have to also be able to support because there's all these other, you know, nuts and bolts, photonics, memory, etc. that go into the chips.
是的，考虑到他们签署的这些交易期限很长，且本季度单独于上季度的签约规模如此之大，内存股涨幅没有更多确实令人惊讶。对于美光的潜在盈利或 SK Hynix 来说，这提供了大量的可见性。
它们确实略有上涨，每季约零点几个百分点，但你知道，可能不像你在英伟达大幅提高承诺（主要由于内存成本）之后所想象的那样多。
Yeah, it's surprising that the memory names aren't up more considering how long-term a lot of those deals are that they signed and at the size that they're signing them for specifically in this quarter separately from last quarter. like that's a lot of visibility just purely into Micron's potential earnings or SK highex um and they are up slightly quarter quarter point but you know not as much as maybe you would think after Nvidia raised their commitment so much primarily due to memory costs
但你知道，你不认为戴尔、SMCI 或许多持续成为瓶颈的内存股不会受益吗？这就是为什么我们看到普遍收涨，英伟达刚刚谈到的承诺对 SK Hynix、美光以及许多这些股票都是利好。
But you know, you don't think Dell or SMCI or um a lot of the memory names that are continuously being a lot of the constraint here are not going to benefit. That's why we're seeing a lot of green candles across the board is the commitments that Nvidia just talked about is to the benefit of SKHEX to Micron to to many of these names.
如果他们下跌，我想知道他们是否会拖累美光、Nebius 和 Bloom，这些股票盘后都上涨了 4% 到 5%，我认为这是有充分理由的。如果英伟达准备好做出这么多明确的承诺，他们就是在说整个供应链（不仅仅是他们自己）的盈利增长轨迹至少还将持续一年，甚至两年。
if they take it down I wonder if they take Micron and Nebus and Bloom all these are up four to 5% after hours and I think for good reason if Nvidia is ready to have these many commitments explicitly they are saying the trajectory of earnings growth for the entire supply chain not just them is going to go on for at least another year if not two years
你认为这次财报能让内存股回到历史高点，并进而带动半导体板块整体回到历史高点吗？大概我们需要等到美光发布财报，那是几周后的事情。
Do you think this was the earnings that can get memory back to all-time highs and as a result take semis in general back to alltime highs? Probably we have to wait until Micron reports which what is it couple of weeks from now.
我是说，从逻辑上讲，基于过去几周其他所有公司告诉我们的信息，美光的股价应该高于每股 1,000 美元。这纯粹有利于美光、SK Hynix 等公司，然而股价仍在每股 900 美元左右。
I mean logically speaking it should be above $1,000 per share micron just based on everything every other company has told us over the last couple of weeks. It purely benefits a micron skain and things like that and yet the stock is still around $900 per share.
顺便说一句，美光在十二月之前不允许回购任何股份。十二月之后，我非常确信他们会宣布一项巨大的回购计划，这将有助于该股票的表现。
By the way, Micron is not allowed to buy any shares until December. after December, I am very very sure that they'll announce a huge buyback program that will help the name.
有一份报告谈到，根据预测的自由现金流或运营现金流，美光到 2028 年可以回购大约 40% 的股份。
there was a report out talking about through 2028 they can buy something like 8 40% of their shares back by 2028 micron based on uh their projected free cash flow or operating cash flow I should say.
他说在等什么
他自己说在等的东西，一段话一条记录。同一件事说过几次就出现几次，我们不合并，也不判断它有没有兑现。
这个频道对 $MU 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。