The Bears worry that a cooling tech budget will impact memory stocks.
I believe that the memory supercycle is far from dead but its rules have changed.
Micron is no longer a pure commodity player selling generic storage sticks to PC builders. It is now a strategic gatekeeper for the AI revolution.
With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest of the market panic over cyclical ghosts.
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