It’s fascinating how Samsung posting record quarterly earnings somehow triggers "peak AI demand" fears. If anything, it proves the cash flow and demand in the memory sector are entirely real. Micron’s own bullish guidance hasn't changed.
The 4.7% slide below $950 feels much more like macro noise (Iran/oil macro pressures) and institutional profit-taking after a massive run rather than a structural breakdown of the AI supercycle. For long-term investors, periods of "crowded-trade unwind" usually offer the best entry points. I'm viewing this as a healthy rotation and a potential buying opportunity for MU.
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