Lates News

"New Stock God" Serenity evaluates Micron (MU) market value surpassing the $1 trillion mark. Serenity reaffirmed its previous judgment that Micron is expected to become the "next NVIDIA" and pointed out that under AI-driven structural memory demand, MU will continue to rise. The recent increase from $80 to $887 has created many millionaires. Serenity reviewed its views from January, believing that AI has broken the short-term nature of memory, Micron has "Made in America" and White House support. In January, the forward PE was only about 11.6 times, but revenue is expected to increase by 133% year-on-year, and EPS by 319%. Even with a more than 40% increase in January, institutions are still buying on each dip due to the high value of HBM (High Bandwidth Memory). Micron is expected to reach a market value of $1.5 trillion by 2027. Note: Serenity is a senior trader with influence in the Reddit forum WallStreetBets (WSB) section. Its core research results are always openly shared for free, focusing on key components in the NVIDIA AI chip industry chain, accurately identifying key bottlenecks in the supply chain through in-depth analysis of the indispensable "screws" in the chip manufacturing and packaging processes, and accordingly exploring upstream targets with scarcity and bargaining power.