Micron Technology
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My thoughts.....The monetisation case for WhatsApp is potentially one of the largest untapped platform opportunities in global technology history.
Right now, WhatsApp is structurally under-monetised relative to its scale. Meta effectively owns the communication layer for huge parts of the developing world. In countries like India, Brazil, Indonesia, and Mexico, WhatsApp is not just messaging infrastructure — it is social identity, customer support, commerce discovery, and increasingly business infrastructure.I wouldn't be surprised if the company starts producing physical AI products including robots. The data they collect and their analytics of same is the reason they achieve the highest $ (advertising rates) of any platform in the world.
Meta's product is their users-they are very sticky. They aren't going away. Based on fundamentals their growth and earnings power(formidable) would tell me their stock is under valued.
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Interesting comments about WhatsApp. I've often pondered how they make money for it; you're confirming that they don't.
If their long game is using data for their AI robotics piece then how will they harvest that data, given it's all encrypted and very secure (or so they tell us)?
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They do in other countries, India, Brazil plus enterprises use it for marketing. I would estimate they generate 1-2 billion from the platform however that's tiny and it could generate a lot more
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Wow and wow
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yes new high MU and KLAC
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I can't take all the credit
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At Computex, yesterday Chey Tae-won, SK Hynix Chair, said 'memory' will be constrained despite aggressive expansion in bit growth, until at least 2030.
It's the end of the Q for Micron (May 29). Earnings are scheduled to be reported Wed June 24th:
I expect Revenue of $40B and net income of $25B (EPS $24)
I expect the Q4 guide to be close to $50B and net income > $30B (EPS $29-$30)
Management seem to consistently play it very safe so +$8B-$10B is likely re the guide. It seems somewhat academic given the market conditions (every wafer sold at very high margins), demand approx 2X supply and getting more favourable for the vendor. Similar to the Nvidia cadence, ever Q is more and will be same for many many quarters.