The Storage Supercycle Believers: This crowd argues that AI chips are completely useless without massive lightning fast memory. Micron's advanced HBM3E is sold out through 2026.
If Micron drops blockbuster guidance & proves Big Tech is still spending like drunken sailors on memory hardware, the stock could launch into space.
The AI Cooling Sentiment Camp: In contrast, critics said that the AI hardware is slowing down. There are rumblings of oversupply in traditional DRAM & smartphones & PCs are not selling well.
If Micron hints at pricing pressure, the cooling AI sentiment could turn to a freeze.
Toss the coin and hope for the best.🙏
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