Part 6/8:
Micron, trading at an attractive 10 times its projected earnings for 2026, has faced a recent downturn that Munster attributes to a broader lack of understanding about the significance of high bandwidth memory in tech. He believes this reflects a misunderstanding among investors rather than any fundamental weakness in the company itself.
Similarly, Munster projects that Apple will see modest growth in the coming year due to the solid foundation established in previous years. He predicts that the growth expectations for Apple's newest iPhones may be achieved without difficulty, providing further affirmation that potential still exists within these well-established companies.