AISeeking Alpha3 days ago
Micron: Game Theory - Overspending Vs Underspending On AI
1 min read
Micron remains a Strong Buy due to secular memory demand, price increases, and supply shortages. The rally is driven by 80% gross margins and 900% YoY EPS growth in Q3 FY2026. A 14x forward P/E limits rate-hike risk, but pull-forward AI spending could reverse under distressed macro conditions.
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