Aqa
2025-12-27
๐Ÿš€๐Ÿš€๐Ÿš€ $Micron Technology(MU)$ is definitely flying high! Its customers include almost all the big hats in AI. The tight supply environment is its only restriction. Thanks @Tiger_comments @TigerStars @Tiger_SG @1PC @icycrystal
Micron Rallies Against the Market: Too Late to Get Into Memory Stocks?
Micron surged 3% yesterday, outperforming the broader market. Nomura expects the memory โ€œsupercycleโ€ to extend through 2027, driven by stronger-than-expected demand from AI servers and enterprise SSDs. With large-scale capacity additions unlikely before 2028, the resulting supplyโ€“demand gap could push DRAM prices significantly higher. Analysts note that while Micron is โ€œbearing the pressure of AI success,โ€ its valuation still sits in a relative value sweet spot. Is memory the next AI investment star? Have you bought Micron? And which memory stock is your top pick?
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Leave a comment
2
4