Micron Technology
-
Tbh I struggle with Meta. Yes, it looks cheap in many ways but unlike most other PHT constituents their revenue stream is very narrow and entirely ad driven (as far as I know). There is no product as such. They are completely reliant on increasing user numbers and improving targeted ads etc. Personally I don't consider it at significant discount but I hope to be proven wrong.
-
New eSSD hits the market
The launch of Micron’s 245TB 6600 ION SSD is a significant milestone for the data-centre industry because it pushes flash storage into territory traditionally dominated by hard drives. At 245 terabytes per drive, operators can dramatically reduce rack space, power usage and cooling costs, which matters enormously as AI workloads consume ever more infrastructure capacity.
The drive uses PCIe Gen5 and NVMe, with sequential read speeds of roughly 14GB/s and write speeds around 3–7GB/s depending on configuration. Random performance is also far higher than conventional HDD arrays, while latency is vastly lower. The SSD is built using Micron’s latest QLC NAND technology, prioritising storage density over ultra-high endurance.This could become a major revenue opportunity. Hyperscalers, AI cloud providers and enterprise customers are all racing to expand storage for training data and inference systems. Even at an estimated price likely exceeding US$20,000 per unit initially, the economics can work because one drive can replace large numbers of hard disks and associated infrastructure.
-
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.
-
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)?
-
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
-
Wow and wow
-
yes new high MU and KLAC
-
I can't take all the credit
