MICRON 1 trillion VS when NVIDIA reached 1 trillion
$MU$NVDA
AI SUMMARY — Post compares Micron's path to $1 trillion market cap versus Nvidia's achievement, likely analyzing valuation metrics, growth trajectories, and competitive positioning in the semiconductor industry. Key risks include cyclical memory chip demand, competition from Samsung and SK Hynix, and execution on advanced node technology.
| TICKER | MU |
USER | u/MotherBake4137 |
| RATING |
NEUTRAL |
ENTRY |
$923.59
|
| POSITION |
5 sh
SYN
|
BOOK VAL |
$4617.96 |
| CURRENT |
$910.43 |
P&L % |
-1.43%
|
| CURR VAL |
$4552.15 |
P&L $ |
-65.81
|
| TICKER | NVDA |
USER | u/MotherBake4137 |
| RATING |
NEUTRAL |
ENTRY |
$214.25
|
| POSITION |
23 sh
SYN
|
BOOK VAL |
$4927.75 |
| CURRENT |
$218.36 |
P&L % |
+1.92%
|
| CURR VAL |
$5022.28 |
P&L $ |
+94.53
|