Bullish on Micron's EPS growth trajectory

The market is now pricing memory stocks as if consensus is completely wrong: SK Hynix: 2.3x FY2027 P/E Samsung: 2.7x FY2027 P/E $MU: 4.4x FY2027 P/E The question is, will these companies actually deliver the EPS growth consensus expects? SK Hynix: +49% Samsung: +62% Micron: +134% Let's put those expectations into perspective $MU: Consensus expects $176 EPS for FY2027. Management guided to $38 for Q1, meaning the company needs to average $46 per quarter over the remaining three quarters, just 21% above Q1 guidance. Demanding, but completely reasonable Samsung and SK Hynix don't provide guidance, but it'd be fair to assume their numbers will follow a similar trajectory to Micron's Is the market being too pessimistic, based on what we know? I'm inclined to think so.