kohiro201 : I started buying from April and now it's about 6 million, currently about 1.5 million in the negative, but I don't mind at all because I bought it with the expectation of record profits in the next fiscal year. Of course, if the progress towards the EPS of about $7, which was the highest profit in the past, seems to be falling off while looking at the numbers for next year's first quarter in 2025, I may consider cutting losses. The current semiconductor cycle has just begun, and Micron has finally turned a profit for the quarter. Also, I think that Nvidia's dominant position in the GPU market will come to an end at some point, but memory companies have high barriers to entry due to large-scale investment in unstable price fluctuations, profit levels, and high volatility. Therefore, I think that Micron's existence is significant in the medium to long term. Based on these, I, as an individual, do not care even if the short-term negative widens, and I intend to continue holding until the actual practice and outlook deteriorate in the quarterly earnings.

kohiro201 : I started investing in April this year and it was temporarily up by about 1 million, but now it's about the same amount of loss. As long as the quarterly earnings don't fall below consensus, I plan to continue buying while holding until next year's final settlement. The EPS for next year is currently expected to be around 7.5, so the stock price is $150 at a PER of 20 times. If there is a revision in the price of DRAM or an increase in production of HBM for fiscal year 2025, which is already sold out, then a stock price of $200 with an EPS of over 10 is not an unrealistic number. Ideally, we would like to see monetization of not only M7, but also other AI semiconductor adoption in the first half of next year, which would lead to the long-term extension of the semiconductor cycle. Additionally, the high price of NVIDIA GPUs is due to the 75% profit margin. In the future, in order to sell the company's products in places other than the USA and M7, the profit margin will decrease due to a price revision. However, that is only a decrease in NVIDIA's profit margin, and for companies like Micron and SK, the impact (price reduction demand from NVIDIA) is considered to be minor, and expanding the end users is desirable.

kohiro201 : The consensus may have anticipated a decrease in the number of issued shares themselves. In other words, I think there is a possibility that a fixed share buyback was assumed as a market forecast, but it was actually lower than expected (or that it was not carried out, or the number of purchases was lower than expected due to a rise in stock prices, etc.).
It's non-holed, so I don't know if there was actually a stock buyback...