bluesea520
03-23

$Micron Technology(MU)$ huge upside potential for MU.

Demand for DRAM and NAND are real for AI.

We are at the beginning phase of adoption, and it will need more memories to growth and it will eventually goes to PC and mobile to have even Kore memories.

This is the only US companies that has both DRAM and NAND.

Long term wise, expecting price to goes above $140

The demand for AI is not only on server or enterprise, it will eventually goes to consumer 

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Comments

  • Enid Bertha
    03-29
    Enid Bertha
    This is it. Time to buy. 87 was the bottom of this downtrend. Good Luck!
  • Merle Ted
    03-29
    Merle Ted
    Nice cash flow bump from the NAND sale to SK Hynix.
  • WINTERIN
    03-24
    WINTERIN
    Exciting perspective
  • LeilaLynch
    03-24
    LeilaLynch
    Buy buy buy
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