SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Elroy who wrote (77941)8/20/2025 1:01:34 PM
From: Madharry  Read Replies (1) | Respond to of 78519
 
MU- I dont know what it means that a stock is confused. I think you are right to look at this as 3 separate business but I believe Mr. Market is currently wrong to say this is a stock that should trade for 10 times next years earnings. I could see that if they did not have HBM but they do. and also like you say DRAM is now an oligopoly,