“CXMT goes public at $80B on $50-60B revenue and 75% gross margins, proving the DRAM supercycle is real and pricing is still historically cheap. Micron sits at the same part of the value chain and trades at a discount to what these numbers imply for the sector.”
“Who the hell priced the CXMT IPO???”
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.