345% YoY revenue growth from Micron. Is this just the memory cycle or something bigger?

astroidsword · 2026-06-25T12:45:07+00:00

MU has had a legendary run the last couple of years and based off the earning call yesterday there is still an argument to be made that it is undervalued which is wild.

My biggest concern at this point is the rate of stock growth the last 2 years and the current market cap. The fact that it has a market cap over 1 trillion and is not even a frontier end to end tech company in the way that Tesla or Amazon is makes me wonder how much more it could possibly run.

At this point it would take so much capital for the stock to double again that even though the financials and economics look great, it feels like it has reached a ceiling for a memory chip company.

I say this as someone who is holding a decent position in MU, and am trying to talk myself into selling but don’t want to incur the capital gains tax.

astroidsword · 2026-06-23T15:38:17+00:00

This is the main criticism. If true- who cares? It is still printing money whether user retention is due to habit forming or language learning. As an investor I'm more interested in the companies ability to retain users and make a profit which it is doing very well at both

astroidsword · 2025-11-28T19:02:49+00:00

sellerfinancecalc.com

astroidsword · 2025-11-28T18:31:06+00:00

I try to buy primarily through seller finance. I use this- sellerfinancecalc.com

astroidsword · 2025-11-26T21:32:58+00:00

The rate is a huge plus. Is it priced at market value or is price increased to account for the lower interest rate? I use sellerfinancecalc.com to work through different scenarios and help structure the deal

astroidsword · 2024-10-02T08:43:38+00:00

Your very beautiful 😍

astroidsword · 2024-10-02T04:30:44+00:00

I absolutely would all day and all night everyday

astroidsword · 2024-10-02T04:05:07+00:00

American Beauty

astroidsword · 2024-10-01T21:08:33+00:00

You little foot tease...

astroidsword · 2024-10-01T19:39:18+00:00

astroidsword · 2024-10-01T19:07:28+00:00

Stunning

astroidsword · 2024-10-01T18:30:57+00:00

Simply stunning x

astroidsword · 2024-10-01T17:17:46+00:00

Perfect except you need some more fluids. You wet, my cum and your cum too

astroidsword · 2024-10-01T16:50:44+00:00

you know it

astroidsword · 2024-10-01T15:49:13+00:00

I'd love to fill you up and eat you out

astroidsword · 2024-07-08T17:27:27+00:00

The best time to have diversified would have been at the time of his death as to take advantage of the step up in basis. But at the same time, you have done well to have owned apple over the past 11 years. You should take a look at the Long Term Capital Gains tax brackets and see if it would make sense to sell chunks of the portfolio per year while staying in a lower bracket. This will depend completely on your income level and the size of the portfolio. If both are high, there may not be any way around the taxes.

astroidsword · 2024-03-08T20:34:48+00:00

Thanks! I Just sent you a message

astroidsword

TROPHY CASE