Leaving the big picture, Morgan Stanley's forecast report on Micron! MU At first, I thought I was counting wrong. Using millions of dollars as a unit, Micron's total revenue could reach 458.8 billion dollars in 26+27 years. Currently, Micron's market value is only 1 trillion dollars, which is equivalent to 45% of its market value, with a profit margin of 89%. It's ridiculous! I feel that AI semiconductors are falling, and foreign investment banks are even more nervous than individual investors. They have gone completely crazy, and the numbers are starting to paint a big picture! Let me calculate for everyone, what concept? Because the revenue for the first three quarters of 26 years has already come out, such as Figure 2 shows that in order to achieve the projected revenue of 172.9 billion US dollars in Q4 of the year 26, it is necessary to reach 93.9 billion US dollars. Based on data from multiple companies, Futu's Q4 forecast is 50.7 billion US dollars, which is equivalent to a 85% increase in the forecast for Damo compared to the benchmark. What is the concept of reaching 285.9 billion US dollars for the entire year of next year, which is equivalent to maintaining an average revenue of 71.5 billion US dollars per quarter. It's really crazy! If everyone follows this data Valuing AI storage is indeed so cheap that gold is everywhere now, but why is it still falling so badly when gold is everywhere?