TSLA
Tesla
-- 440.130 NVDA
NVIDIA
-- 128.910 MU
Micron Technology
-- 103.900 QUBT
Quantum Computing
-- 25.680 AMD
Advanced Micro Devices
-- 121.410 
yall be thinking this mediocre revenue and growth in the teens is worth over 200 billion like it's the next Nvidia 🤣🤣
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Shroomie OP : all micron makes is memory chips and produces more revenue and eps lol.. it's valued at under 100 bil
xiaoswee : DRAM and NAND chips r commodities, MU doesn't stands out from its competitors except that its America based. In terms of GPU, no other companies can come close to Nvidia/amd developmental levels, hence amd enjoys a narrow moat vs nvidia wide moat.
Shroomie OP xiaoswee : there bulk of revenue is HBM now and transitioning to more HBM, which is no different than GPUs... and is not a commodity
pootpoot : well it's very different.. micron debts and cash on hand have always been an issue... whereas amd have very very healthy cash flow. u can have good revenue but shitty debts is still not really that profitable..
xiaoswee Shroomie OP : my bad ur right HBM is not commodity
xiaoswee pootpoot : actually amd balance sheet is even better than nvidia, nvidia ia going to stay ahead for a long time due to its heavy tech investments