Executive Summary
Micron CEO Sanjay Mehrotra sold 1.17 million shares in November while publicly stating all HBM capacity is sold out through 2026. This disconnect between management rhetoric and insider actions creates a fascinating valuation puzzle across three 2025 winners. Micron trades at 25x PE despite generating $5.5B in free cash flow and beating earnings by 25% last quarter. The company controls one-third of the global HBM market alongside Samsung and SK Hynix, making it the only US supplier in a trade-s...
Key Investment Opportunity
Memory Infrastructure Monopoly
Micron's HBM dominance in AI infrastructure creates pricing power despite cyclical concerns
...and 2 more investment opportunities
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