Q: Do you have a preference between Micron, Terradyne and Celestica? If I were to purchase an equal weight for all 3 how long is the time frame for each in this AI buildout
5i Research Answer:
Today we would side with MU on a much lower valuation and huge positive momentum (many comments posted today). For all three we would target a 3-year timeframe, but with more attention paid after 18 months (with increased capex we think 18 months' growth is fairly assured). These are not buy-and-forget stocks.
Authors of this answer, directors, partners and/or officers of 5i Research and/or affiliated companies have a financial or other interest in MU, TER.