Micron: Hyperscalers Bought The Fab, Bears Bought Fairy Tales (NASDAQ:MU)
· seekingalpha.com
Micron Technology, Inc. Buy case: hyperscalers’ SCAs secure capacity, steady FCF and high margins on AI/HBM demand. Click for this MU update.
For Micron Technology, Inc. ( MU ) stock, the phrase "hyperscalers bought the fab, bears bought fairy tales" points to a major problem on the bearish side. Bear...