The Bear Case on $MU Is Falling Apart скачать в хорошем качестве

The Bear Case on $MU Is Falling Apart

In this clip from the Buy Hold Rant podcast, hosts Hamid Shojaee and Dustin Alper discuss Micron’s ($MU) big move higher and why the long-term outlook may be stronger than the bearish headlines suggest. Despite recurring fears about China oversupply, AI competition, and memory cyclicality, Micron’s CEO just reiterated that its next-gen high bandwidth memory is already shipping — and 2026 capacity is essentially sold out. Hamid cites the fact that AI leaders are consistently calling memory and storage major bottlenecks as evidence that demand remains strong. At roughly 10x expected 2026 earnings, Micron looks attractively valued for a company positioned at the center of the AI buildout. NOTE: This is not investment advice. Always do your own research. #micron #stockmarket #ai #techstocks #investing