Hi all,

I have been researching investments to make for 2025 which I consider to be undervalued and have upside potential to beat the market in 2025. An equal amount will be invested in the S&P just incase I’m not a genius investor.

I would appreciate any advice/information that people have on these investments.

Nu Holdings $NU (+0,05%) - Huge growth potential and good buy opportunity.

Micron Tech $MU (+0,12%) - High demand in High Bandwidth Memory.

Alphabet $GOOGL (+0,1%) - Great position to profit from AI and big year for Waymo.

Evolution AB $EVO (-1,02%) - Great growth and a good price to buy in.

Block $SQ (+1,24%) - Good product sweet with huge growth potential.

Transmedic Group $TMDX (-0,72%) - Great YoY growth, recent pullback in great buy opportunity.

Many happy returns!

Couldn't resist! I get fomo when the market crushes.

Bought some $QCOM (+0,14%) and $EQQQ (+0,11%)

Might add some $BTC (-2,11%) , $SOL (-4,24%) and $ETH (-2,6%)

It was a wise decision to leave $MU (+0,12%) on time.

Now even with this drop Micron Technology looks still attractive with 7.0x FY25 P/E ratio

and although competitors like Samsung and SK Hynix are growing fast in memory chips

I believe the company has still upside potential, and in 2025 we might see rebound

with this sharp decline, -15%, now waiting for to see the flat line to rebuy the $MU (+0,12%)

what do you think will be possible outcome in 2025?

$MU (+0,12%)

🔹 Adjusted EPS: $1.79 (Est. $1.73) 🟢

🔹 Revenue: $8.71B (Est. $8.68B) 🟢; UP +84% YoY

🔹 Operating Cash Flow: $3.24B (Est. $4.1B) 🔴

Q2 Guidance:

🔹 Revenue: $7.7B-$8.1B (Est. $8.97B) 🔴

🔹 EPS: $1.33-$1.53 (Est. $1.97) 🔴

🔹 Adjusted Gross Margin: ~38.5%

Key Business Highlights:

🔹 Adj Gross Margin: 39.5% (vs. 0.8% YoY) 🟡

🔹 Adj Operating Income: $2.39B (Est. $2.34B) 🟢

🔹 Adj Operating Margin: 27.5% (vs. 20.2% YoY) 

🔸 Record Q1 revenue driven by strong AI demand.

🔸 Data center revenue surpassed 50% of total revenue for the first time, growing 400%+ YoY.

Capital and Cash Flow Metrics:

🔹 Capital Expenditures: $3.13B

🔹 Adjusted Free Cash Flow: $112M

🔹 Cash & Investments: $8.75B

Dividend Update:

🔹 Declared quarterly dividend of $0.115/share, payable January 15, 2025.

CEO Sanjay Mehrotra's Commentary:

🔸 "Micron delivered record results with data center revenue surpassing 50% of total revenue for the first time. While near-term consumer markets are weaker, we expect growth to return in the second half, leveraging AI-driven opportunities."