Micron Earnings Ahead: Is the Pre-Earnings Selloff a Buying Opportunity?
Micron reached a record high last week before pulling back amid renewed concerns about potential excess optimism around AI-related stocks. Market is looking for clearer signals on the true strength of AI-driven memory demand and the impact of high-bandwidth memory (HBM) capacity on overall supply and pricing. Which metrics or commentary from Micron’s earnings call would most influence your outlook on AI memory demand? Can Micron hit new highs after the results? And do you believe in the long-term outlook for the memory sector?
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