Manufactures DRAM, NAND flash, and other memory and storage semiconductor products.Yahoo Finance ↗micron.com ↗
1 take · first discussed May 8, 2026
Every call, plotted at the price the day they made it.
The sole perspective on Micron comes from a bullish guest (as of May 2026), who frames the company as a core memory holding underpinned by AI-driven demand. The guest's central argument is valuation: at roughly 7x fully-taxed GAAP earnings, Micron trades at a modest premium to peers SK Hynix (~5x) and Samsung (~6x), which the guest explicitly characterizes as far from bubble territory. No other hosts weighed in, so there is no dissent or agreement among the regular panel to note. The overall stance is high-conviction bullish, grounded entirely in the combination of a compelling valuation multiple and structural demand tailwinds from AI.
Gerstner is bullish on Micron as a core memory holding at 7x fully-taxed GAAP earnings, calling the valuation far from bubble territory given AI-driven demand for memory.
SK Hynix, 5 times fully taxed GAAP earnings. Samsung, 6 times. Micron, 7 times, right? This is not the stuff that bubbles are made of.”1:02:26