MU 是强力买入标的；基于具吸引力的估值（低 PEG）与近期强劲的财务表现，说话者持有重仓。
逐段跳播
最后但同样重要的一只，是我最近在这个频道上谈过很多次、而且我重仓投资的一只。老实说，如果你看看自己投资的那些 ETF，大多数成长型 ETF，甚至像标普 500、美国全股市这类，以及任何与 AI 或存储相关的，这一只都排在首位，而且按 PEG 比率和许多其他指标来看，它仍然便宜。这一只不是别的，正是 Micron。
Last but not least is one that I've talked about a lot on this channel recently and that I'm invested pretty heavy and honestly, if you look at the ETFs you're invested in, most of the growth ETFs, even things like the S&P 500, total US stock market, and definitely anything that has to do with AI or memory, this one's at the top and it's still cheap based off of PEG ratio and many other metrics as well. This one's none other than Micron.
Micron 公布了创纪录的第三财季营收 415 亿美元，同比增长 346%，毛利率为 84.6%。管理层给出的第四季度指引是营收约 500 亿美元，毛利率 86%。
Micron reported record fiscal Q3 revenue of 41.5 billion dollars up 346% year-over-year with an 84.6% gross margin. Management guided to approximately 50 billion dollars of revenue and an 86% gross margin for Q4.
多年期的战略客户协议也可能使这一轮存储周期比以往几轮周期更具持续性。
Multi-year strategic customer agreements could also make this memory cycle more durable than previous cycles.
这个频道对 $MU 的历次判断
Investing Simplified - Professor G 在这只股票上只有这一条判断。