This may be your last chance to buy
$MU (Micron) at a low cost.
Many are scared off by short-term price swings, but the underlying logic hasn’t changed at all:
1. AI computing has a just-needed demand for HBM, and Micron’s full-year production capacity is locked into long-term orders, keeping supply and demand persistently tight.
2. The storage industry has fully transitioned from a cyclical-stock model to the AI growth track, with gross margins staying at high levels.
3. Multiple investment banks have raised their target prices; there is ample upside in the medium to long term, and pullbacks