POWI is not a great investment. PEG ratio of 2-2.5. Negative EPS growth. Negative net income. Negative operating margin growth. Negative operating income. Tiny revenue growth.
You would have to look at their current value and see how much rally they have left. MU's FY27 eps is $117.95. At 15x (very conservative), the price target is $1760. With shares already at $1134, there's at most another 55% rally from here. It's 2x etf return would be about 110% for estimate sake. I think a $2T market cap is at the top end for current estimates. It should reach $1.25-$1.5T by early next year if its earning projections hold.
For SNDK, it's FY27 eps is expected to be $183.05 (about $27B in net profits) on revenue of just $43.48B. That's a profit margin of 62%. I'm look for a p/e of 25x for SNDK, and that would put shares up to $4,500, or about +105%. I think SNDK's market cap should be around $600-$650B by this time next year. Some analysts have pegged SNDK's FY 2028 eps at $204 already. I think 2028 will be the top in terms of this current growth trend.
Yup. Massive drop like NVDA, META, MSFT because these are all overvalued companies that are going under in a few years. MU will hit $2k before META reclaims $700 since it can sustain their EPS growth for the next 50 years so terminal value is 5 trillion and that's the bear case.