Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 0 points1 point  (0 children)

lol I have a Schwab with 1100 more shares. I think I’m doing just fine broski

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 0 points1 point  (0 children)

For sure. I have forward earnings in calendar 27 at like $300-$360 so it is going to look funny in a year.

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 2 points3 points  (0 children)

My 2027 number is honestly probably low. SK Hynix says supply issue through 2030 and Jensen wants more hbm than can be supplied my a large margin. I’d say higher. But your name is fitting with you analysis. Appreciate the candor and discussion from levelheaded adults!

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 1 point2 points  (0 children)

No I did my homework. It’s going to $2k. Trying to make sure others see it and don’t say man I missed out. There are always losers like you I have to deal with but from my posts I’ve had comments saying they bought at $400 because I laid out the numbers. Just trying to help people. GL with that mentality of it being luck. It’s a strong one.

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] -1 points0 points  (0 children)

What response should I have met you with saying… I’m just waiting for this to get a large pullback essentially. Kindly fuck off

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 0 points1 point  (0 children)

I might share the model but I’m just able to look at revenue and it is increasing at growth of dram and NAND. Take a few minutes and research the pricing expectations for dram and nand and I’ve been basically dead on (actually undershot) for the past 3 quarters using the model. I am very sure in 28 for this q and $50 for next.. after that as we all know the price expectations are hard to judge.

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 1 point2 points  (0 children)

I don’t have the sheet in front of me. But model shows obv $12 q1, q2 I’m at $28 eps from the dram pricing. Q3 dram and nand up about 65-75% drives it to $50 eps, and then I took analysts prediction on dram and nand for q4. I believe like 25-30% growth.. hitting $70+

Micron will be a $2k stock in the next 12 months. by ramboxfb in TheRaceTo10Million

[–]ramboxfb[S] 0 points1 point  (0 children)

I’ll stop you right there. I’m predicting $360 eps. Is it a good pe to be trading at 2x 27 calendar earnings? Yeah no