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carol

T2 · manager / operator

Market strategist analyzing macro regime changes, semiconductor cycles, and inflation dynamics from infrastructure investment.

1 call·1 name·100% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$MUMicron Technology

PMI Wealth strategist: Micron trades at reasonable multiple with earnings strength driving valuation re-rating

Micron and memory peers trade at reasonable multiples; valuations have been compressing because earnings are unbelievably strong, not because of multiple expansion.

Bloomberg Tech2026-06→

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recurring themes

1 total
$MU
···
Micron Technology
MEDcarol·Bloomberg Tech·2 months ago
PMI Wealth strategist: Micron trades at reasonable multiple with earnings strength driving valuation re-rating
Micron and memory peers trade at reasonable multiples; valuations have been compressing because earnings are unbelievably strong, not because of multiple expansion.
"THEY ARE SUPER REASONABLE. WE HAVE SEEN WITH NVIDIA, PEOPLE GET THE STOCK PRICE, SIMPLISTICALLY ON THE FRONT, THEY LOOK AT THE STOCK PRICE AND FORGET TO PUT THE STOCK PRICE RELATI…"
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