The $1 Trillion Club Gets a Little More Crowded

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 27 May 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Micron’s trip to $1 trillion- Eli Lilly’s Winning Streak- Zscaler earningsCompanies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).Host: Travis HoiumGuests: Lou Whiteman, and Rachel WarrenEngineer: Austin Morgan, Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We have a new member of the $1 trillion club.
0:05.0	Motley Fool Hidden Gems Investing starts now.
0:11.0	Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoym.
0:14.0	I'm joined today by Lou Whiteman and Rachel Warren.
0:17.0	Guys, we have a new member of the Trillion Dollar Club.
0:20.0	I believe this is not 14 companies that are worth over a trillion dollars. This used to be a really big number. And now it seems like we get a new company every week. But Lou, the company that we're talking about is Micron past a trillion dollars. I thought it was interesting. I looked back at their financials. Five quarters ago, they were free cash flow negative.
0:39.7	Now they are the hottest stock on the market.
0:43.2	This is a cyclical industry, typically a cyclical industry, but this is now also one of the
0:47.7	most valuable companies in the world.
0:48.9	Is this time around different from Micron?
0:50.8	Maybe.
0:51.9	But let's pause for a second and look at like kind of what they've done.
0:55.2	This was a $350 billion company on January 1st. Guys, it's still May. They've had a heck of a
1:01.5	career in a couple of months, right? Gained 19% yesterday basically on an analyst price target move.
1:08.6	These are not normal times. That said, there is a there there. These AI
1:13.6	models need memory. Micron has done a decent job shifting its business just away from this
1:18.7	brutal commodity cycle and towards a higher value product. So they are, I think, special among
1:24.6	memory. The note in question, the note that triggered this move over
1:28.3	a trillion dollars, that analyst sees long-term contracts and plays through 2029. If that's correct,
1:34.2	and I do think there's directionally correct anyway, this is not a fluke. This is not a one-time
1:39.1	thing. This is the market responding to real demand. But AI, just the numbers are all huge, but the demand is huge.
1:47.5	Yeah, Rachel, it does seem like this time is a little bit different.
	...

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