陈桂林|May 09, 2026 09:45
Recently, I've been seeing a bunch of people on X talking about MAmericaNDK's low PE, saying it's seriously undervalued.
I'm not an expert, but isn't low PE pretty normal for highly cyclical industries like memory?
Prices are rising, PE is low, experts are hyping it up, retail investors are FOMO-ing—so has AI fundamentally changed the logic of the storage industry? Or am I just too clueless to see the bigger picture? Is this a distortion of human nature or a collapse of morality?
Any experts out there who can explain this? If no one explains, I might just YOLO into it!
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