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“Micron is a commodity in a real bottleneck and its earnings are about to triple, so the stock that looks expensive is actually dirt cheap on next year's numbers.”
Source
Jonah Van BourgYouTube“Is The Soft Landing Officially Dead?”28:37
“Memory, like Micron trades at 35 times earnings. Per the rule of thumb, DRAM price appreciation rubric that we sort of set out on the last podcast, earnings could literally triple or probably will triple in the next year or less. So in my view, Micron's trading at like less than 15 times forward earnings.”
Performance
Entry$801.04
Current$975.56
Since call+21.79%
Confidence72%
How this was scored
Entry$801.04May 13, 2026 · 21:42 UTC · paste.trade
Current$901.35Jul 15, 2026 · 17:30 UTC · Finnhub
Horizonnext 18 months or lessparsed as 18mo
Verdict bandWIN ≥ +2% · LOSS ≤ −2%
Prices are point-in-time snapshots from the named provider. The verdict compares the return since entry against the band above.