FedProm 💃🏻

Army vs Marines on that first bus ride to boot camp 😳😬

$MU Why I think Micron can 5x in 2 years - Micron just signed a 5 year contract. The only reason a company would agree to such a long term contract is if they think HBM and DRAM prices will keep increasing in the coming years. So Micron’s margin is going to be 90%+ soon and 2027 EPS should be 120+. That makes it a 3.7x PE company. A company with 5 year revenue visibility is not a commodity company. Even cloud providers typically have 4 year contracts. So Micron is more structural than the hyperscalers at this point and should command at least 20x PE. That’s a 5x increase in stock price! A PT of 2000 in two years is certainly achievable. This is a re-rate story combined with margin and TAM expansion - once in a lifetime opportunity here.

55% OF AMERICANS SAY RISING GASOLINE PRICES HAVE HIT THEIR HOUSEHOLD FINANCES, POLL FINDS

Chickens are delicious food🐥