$Micron Technology(MU)$ Micron

2025-12-23

$Micron Technology(MU)$ Micron is not the next Nvidia. While both companies benefit from the growth of artificial intelligence, Nvidia represents a structurally advantaged platform business, whereas Micron remains a cyclical supplier of a critical but competitive component. Micron’s strength lies in timing and cycle management, not in replicating Nvidia’s dominance. Investors should therefore view Micron as a complementary AI investment rather than a successor to Nvidia’s exceptional growth story.

After the Storage Rally, A Healthy Reset or a Trend Reversal?

Storage names sold off broadly Thursday after a strong recent rally. SanDisk fell nearly 10%, while Western Digital dropped over 6%. Micron Technology and Seagate Technology each slid more than 3%. But BofA Securities reiterated a Buy on SanDisk with a $390 target, highlighting the gap between near-term price action and longer-term AI-driven storage demand expectations. After a sharp run-up, is this storage sell-off just profit-taking or a sentiment shift? With AI memory demand intact, are dips in names like SNDK and MU opportunities?

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Juliaaa11
2025-12-23
Juliaaa11
Spot on analysis. MU's cyclicality makes it more of a tactical trade than NVDA's strategic play [吃瓜]

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