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A $1 Trillion Micron Sounds Absurd. Then You See the 10-Fold Earnings Forecast.
Source: 247wallst.com
Artificial IntelligenceCompany FundamentalsAnalyst InsightsCorporate Guidance & OutlookTechnology & Innovation
Micron has signed binding multiyear memory-supply contracts with guaranteed floor prices, improving revenue visibility and downside protection. Analysts argue its forward earnings multiple supports a valuation approaching $1 trillion, but the key bear-case risk is material dependence on a single customer.
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