🌟🌟🌟Why does the 5x P/E ratio of
$Micron Technology(MU)$ has investors sweating? The bulls say AI servers are bottomless pit for HBMs and consumer tech is forcing massive upgrades. Apple even cited surging memory component costs as the primary reason for raising its retail hardware prices.
The Bears worry that a cooling tech budget will impact memory stocks.
I believe that the memory supercycle is far from dead but its rules have changed.
Micron is no longer a pure commodity player selling generic storage sticks to PC builders. It is now a strategic gatekeeper for the AI revolution.
With billions in customer prepayments & supply locked down past 2027, this is a rare golden opportunity to buy Micron while the rest of the market panic over cyclical ghosts.
@Tiger_comments @TigerStars @Tiger_SG @TBlive
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