Far from reality, Morgan Stanley's forecast report on Micron! $MU

I initially thought I had miscounted, with millions of dollars as the unit, in 2026 + 2027, Micron's total revenue could reach 458.8 billion dollars, while Micron's market value is currently just 1 trillion, which is equivalent to 45% of the market value, and a profit margin of 89%, it’s outrageous!

It feels like #AI semiconductor is down, foreign investment banks are more nervous than retail investors, and have completely lost their minds; the numbers are becoming exaggerated! 😂

Let me calculate for you what the concept is, because the revenue for the third quarter of 2026 has already come out, as shown in 👇 image 2, which means that in order to achieve the forecasted revenue of 172.9 billion for 2026, Q4 must reach 93.9 billion dollars. Currently, Futune aggregates data from multiple sources, giving a Q4 forecast of 50.7 billion, which means Morgan Stanley's forecast must exceed the baseline by 85%.

What does it mean for next year, the entire year of 2027 to reach 285.9 billion, which is equivalent to an average revenue of 71.5 billion dollars per quarter? It’s really crazy!

If everyone values AI storage according to this data 📊, it does seem cheap to the point of being like there's gold everywhere, but if there's gold everywhere, why is it still dropping so badly? 🤔

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