Micron Technology Inc. (MU)

Micron Technology Inc. (MU $542.21)
- $542.21 P/E (TTM): 24.42X Cap: $611.46B
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Micron Technology Inc. (MU $542.21)
- $542.21 P/E (TTM): 24.42X Cap: $611.46B
- View MU Profile
- View Questions on MU
Western Digital Corporation (WDC $431.52)
- $431.52 P/E (TTM): 41.07X Cap: $132.56B
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Q: The reaction to the earnings report is similar to that of Mu recently..
A trend, good results and guidance and stick tanks.

What is your opinion of Wdc going forward.

Read Answer Asked by Leon on May 01, 2026

Micron Technology Inc. (MU $542.21)
- $542.21 P/E (TTM): 24.42X Cap: $611.46B
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- View Questions on MU
Teradyne Inc. (TER $345.42)
- $345.42 P/E (TTM): 98.98X Cap: $54.07B
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Q: Hi Peter,
Please comment on TER's quarterly result reported on Apr 28. If you have to choose only one to buy, either TER or MU, at todays' valuations, for maximum capital gain for a 2 years hold, which one would you choose and why. Thanks.

Read Answer Asked by Willie on April 29, 2026

Micron Technology Inc. (MU $542.21)
- $542.21 P/E (TTM): 24.42X Cap: $611.46B
- View MU Profile
- View Questions on MU
Teradyne Inc. (TER $345.42)
- $345.42 P/E (TTM): 98.98X Cap: $54.07B
- View TER Profile
- View Questions on TER
Celestica Inc. (CLS $418.93)
- $418.93 P/E (TTM): 56.2X Cap: $48.21B
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Nebius Group N.V. (NBIS $154.49)
- $154.49 Cap: $39.22B
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Firefly Aerospace Inc. (FLY $33.80)
- $33.80 Cap: $5.61B
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Q: Do you see FLY as more opportunistic at these price points than the following AI exposed companies? NBIS, TER, CLS, MU

For the sake of diversifying, which of the 4 companies would you sell for FLY? If any..

Conviction rating for each please ? 3-5 year hold.

Thanks

Read Answer Asked by Nick on April 27, 2026