Kevin Xu
When Gavin says "Risk/reward seems attractive" you listen https://t.co/Kxb0li1QyM
3 hours agoKevin Xukevinxu
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Note: AI-generated summary based on third-party content. Not financial advice. Read more.
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The provided content highlights an attractive risk/reward profile for Micron Technology, Inc. (MU), which is shown trading at approximately $853.20 following a significant price decline. Gavin Baker suggests that high-quality secular growth names in the tech sector are currently undervalued, with some trading at mid-single-digit multiples on projected 2027/2028 earnings. The outlook anticipates these companies will outperform financial expectations over the next 6 to 12 quarters as token consumption and GPU rental prices accelerate.

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About Kevin Xu
Kevin Xu

Kevin Xu

By kevinxu

CEO @alpha_ai. Net worth $10,602,789.50. Current swing $IREN