
Nishit Srivastava
2.6K posts

Nishit Srivastava
@Nishit24
@[email protected] Measuring single cell mass and volume-Density regulation. @institutcurie. Alumni @HFSP LTF @Cambridge_Uni @JNCASR
















Memory Company Overview (February 2nd). Forward P/E Estimates for 2026/2027: Micron ( $MU ) +31.5% YTD: ~10.4x (2026) Sandisk ( $SNDK ) | +109.36% YTD: ~14.6x (2026) ~6.3x (2027) Samsung Electronics | + 17.04% YTD: ~5.1x (2026) ~4.3x (2027) SK Hynix | +22.6% YTD: ~4.3x (2026) ~3.4x (2027) Numbers were derived from Morgan Stanley's research note for Samsung/SK Hynix. Bernstein for Sandisk. HSBC report for Micron. Sandisk/Samsung/SK Hyinx are most up to date. Micron's report was January 23. But recent updates today show "Micron Proposed A 115–125% QoQ Increase for server DRAM" (dramexchange). With rumors that NAND prices increased 100%+ from Samsung the other week: new calculations would may bring Micron to ~6.9x-7.3x forward P/E. Original calculations were using prior analyst reports. The net income memory companies are expected to bring in is absurd. But clearly the market is pricing in some skepticism with the rally (with Samsung/SK Hynix). However if the memory cycle continues past 2027-2028, these companies could be the most profitable in history.


7,000 steps/day is linked to ~50–70% lower mortality. You move! jamanetwork.com/journals/jaman…












