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Memory Chips (MU, AVGO) Defy Gravity: Stock Prices Soar While Valuations Compress
Insatiable AI demand for DRAM and NAND has driven memory chip stocks MU and AVGO to record highs, yet forward P/E ratios have compressed sharply. The disconnect signals either a crash looming or margin expansion that justifies the prices; earnings will be the arbiter.
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Rocky take
Memory Chips (MU, AVGO) Defy Gravity: Stock Prices Soar While Valuations Compress has gained +0% in mention volume over the past 24 hours. Sentiment is constructive. Coverage is led by tier-1 financial press with cross-platform amplification.
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