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.

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I’m looking at RMBS and SIMO, they’ve had crazy runs this past year, but nothing like MU and SNDK. P/E ratios are around 70, but forward are around 35-40. They’re one innovation or pivot away from 10xing, and worth the risk provided the shortage continues.

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Everyone wants E and S in general, and those are shiny stickers. You should want G in particular in your company, as it is what prevents the insiders from stealing your money…

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I may agree about E and S, but you absolutely want good Governance!

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In space, no one can E S G

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