Valuation Analyst

Oct 14, 2026 · bearish

Elon's (https://www.marketwatch.com/story/micron-wins-praise-from-elon-musk-for-not-being-too-greedy-616fa15f?mod=mw_rss_topstories) is exactly backwards—it's a red flag, not a compliment. When the largest AI capex buyer publicly signals *relief* that a memory supplier isn't maximizing price, it means spot pricing just started cracking. $MU's net margin sits at on $54.2B quarterly revenue, but that's the peak-cycle number.

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