Locator: 51259TECH.
Tag: tech valuations Micron Apple MU AAPL
There are many, many stories that shortages of key chips are going to last a lot longer than expected (see "Trump in between Micron and Apple") and then these p/e's from the colorful chart below, as examples:
- TSMC: 19
- MU: 6
AMD is interestingly not shown in that colorful chart but from AI, a p/e of 30 to 45, for AMD, 2027, is suggested. That's about where AAPL is right now, and it's best performer among the Mag 7 in the past six months?
From Shay, link here:
Link here (same as above, for Shay), it's a very, very long essay and well worth the read. If that link breaks/disappears, Shay's narrative without the links is here.
