Daniel Romero (@hypertechinvest): "MU has to trade at 4x earnings because of oversupply fears, but photonics stocks can trade at 10x sales because cyclicality would somehow only affect DRAM and NAND"

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MU has to trade at 4x earnings because of oversupply fears, but photonics stocks can trade at 10x sales because cyclicality would somehow only affect DRAM and NAND

Apr 2

at

7:42 PM

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