The creator bought Micron (MU) and sees continued upside driven by AI demand and HBM shortages, despite recent price increases and potential shifts in memory mix.
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The creator discusses Micron Technology (MU), noting its recent surge in market cap and stock price. They a...
May 27, 2026
The creator discusses Micron Technology (MU), noting its recent surge in market cap and stock price. They analyze the factors driving this growth, including AI demand and HBM shortages, while also considering potential headwinds like rising HBM costs and the possibility of a shift back to cheaper DRAM. The creator also mentions a UBS analyst's price target increase for MU.
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MUbuy opened May 27, 2026
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