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Among all stocks with a market capitalization above 200 billion dollars, only $MU stock is trading at a forward P/E ratio of ( number one )
2026 forecasts indicate a per-share profit of around $32, meaning the stock is currently trading at a 9x P/E ratio for 2026 🤯
2027 forecasts are around $40, which means the stock is currently trading at only a 7x-8x P/E ratio for 2027 🤯
If the market decides to price the stock at a valuation with a P/E ratio = 10x (, which is still cheap for the tech sector ), the stock will head towards levels of $400
Very attractive multiples $MU ( not a recommendatio

#DrHan2025YearEndOpenLetter $GT
Artificial Intelligence Dominates an Increasing Portion of the US Economy
Investment in IT equipment and software, primarily driven by AI, has reached a record level, accounting for 4.5% of the US GDP.
Since Q3 2023:
• Spending jumped by $288 billion
• Strong growth of +26%
• Total historic spending of $1.39 trillion
The numbers are clear
AI is no longer a technological trend… but a real economic driver.

The biggest surprise in the markets of 2025: Why was the US dollar the biggest loser?
One of the biggest surprises in the global markets in 2025 was the performance of the US dollar.
Contrary to the nearly unanimous expectations, the dollar did not experience a rally driven by America First policies, but recorded one of its worst years against a basket of currencies in nearly five decades.
The prevailing logic was clear:
Supportive growth policies, higher inflation pressures, higher interest rates for a longer period, and a decline in imports…
All factors that were supposed to push the dollar