What stands out is Micron’s real exposure to AI. Unlike companies leaning on “AI narratives,” Micron is showing tangible revenue growth from this trend. Management’s guidance also points to momentum carrying into the next few quarters.
From an investment view, Micron offers both cyclical upside and structural growth. The stock may stay volatile given Powell’s comments on valuations, but I see pullbacks as chances to add. MU remains on my radar as a key AI-driven semiconductor winner.
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- Mortimer Arthur·09-25TOPEasy decision to buy this for a rebound after that earnings report. This will be 170 by Friday.1Report
- Merle Ted·09-25TOPMU is cheap when you see its fundamentals and technical analysis. Worth 250! It is on huge sale!1Report
- CatherineGunter·09-25TOPAmazing analysis! Excited for Micron's future! [Wow]1Report