>"it's cyclical like cisco"Cisco was posting losses at the end of the dotcom bubble>"demand will fall, cheap chinese ram!"All chinese ram and nand companies are owned directly by the chinese military, the US government isn't going to put spyware from china in their phones. Plus, 70% of chinese dram fails- that's why it's cheap and westerners never seem to grasp this concept.>the AI boom will end!Datacenters will continue to need new chips to replace old chips purely as maintenance, micron is looking at a stable 250 billion annual profits in 2030 just maintaining datacentersAnd this isn't even getting into the fact ROBOTS NEED RAM TO FUNCTION and by 2035 everyone who isn't broke will own their own sexbotWe live in fantastic timesTA tells us micron should go back to 300 bucks a shareThat's about 390 billion marketcapBut their locked in profits and increasing prices of dram and nand mean that by the end of the year Q4 2026 they may post 150 billion in profits for that quarter, 4 times what they posted for q1Micron's fair value based on massive earnings should be 3 trillion, 4 times wher eit currently is, but the market is pricing in some kind of, I don't know, cycle top because twitter is full of people with indian names posting "saars, profits top before cycle top". Yeah bitch nigga but we're literally gonna see 200 billion in profits for q1 2027 and 300 billion at peak demand.We are in the craziest fucking timeline where earnings don't matter but space fucking X is about to lift off to 300 dollars a fucking share on negative income next year.Why did I sell my micron when it wasn't worth anything.
>>62539893bump
>>62539893>Buh Chinese ram is... is... shitty!!!!Doesn't matter when the price of RAM will eventually be less than 1% of what it was BEFORE the bubble started>NOOOO!!!! IT WILL NEVER HAPPEN BECAUSE.... IT JUST CANTName one single technology that continued to get more expensive after 20 yearsYou can't name a single one other than GPUs, RAM and Hard Drives because we are in a bubble.When things return to normal prices will be lower than they ever were.
>>62540833>You can't name a single one other than GPUs, RAM and Hard DrivesBecause they need raw materials that are scarce. And fabs that expensive to build and maintain
lol SPCX is dead in the water dude
>>62539893brother your shilling the stock wayyy too late. Just get better timing. Suffocate yoself with those empty bags.
>>62540833>when things return to normalshould we tell him
>>62539893>250 billion annual profits in 2030 just maintaining datacentersWho is paying the data centers though?
