Klein: You can’t mess with the three horsemen: Nvidia, Broadcom, and TSMC

at Mizuho. Jordan, good morning. Good to see you.>> Good morning Frank. Great to be here. >> So Jordan I'm just looking at the estimates right now. I'm looking at earnings estimates for micron to show 150% year over year growth. And I'm also looking at the valuation.Looks like it's trading at about 15 times forward earnings. I mean that seems like a real steal for that kind of growth. >> Yeah I mean a couple of things going on. I mean there are in the midst of trying to pull out of a memory downturn.And so ...