Micron: Why I'm Even More Bullish (NASDAQ:MU)
· seekingalpha.com
Micron’s AI-driven boom: record revenue, 85% gross margin, $22B contracts, and memory shortages through 2028—yet trades at 7.6x FY27 EPS. For more on MU stock.
My long-term thesis on Micron ( MU ) remains incredibly bullish following the earnings. MU is down 5% since my last coverage , and despite the recent rally, I c...