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← @jonahlupton

$MU

BULLISH2026-10-01

Price around the call

↑ 2026-10-01

By horizonMaturing · ~5 trading days to go

1d

✗ -1.7%

5d

✗ -5.4%

21d

…

Original post

Jonah Lupton · 2026-10-01

I believe $MU might grow EPS at a ~90% CAGR for the next 2 years... curious to see how close I am to the actual numbers... management said many times on the earnings call last night that supply stays tight through CY2028 or later... here are my input assumptions for the math... - bits grow 20-25% for the next 2 years ie FY2027 and FY2028 - ASPs blended across HBM, DRAM and NAND increase by... 15% QoQ for FY2027 Q1/Q2 12% QoQ for FY2027 Q3/Q4 9% QoQ for FY2028 Q1/Q2 6% QoQ for FY2028 Q3/Q4 - company buys back 10% of outstanding shares in FY2027 and FY2028 If I'm right then it means $MU is currently trading at 4x FY2028 EPS not including the $400B+ of cash they'll generate over the next 8 quarters. Wild times in memory land when you have companies trading below a 0.1x PEG ratio relati