The creator is updating their buy, hold, or sell rating on Micron (MU) after reviewing recent quarterly results and guidance, indicating a hold stance.
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Buy or Sell Micron Stock? (My Final Verdict) | MU Stock Deep Dive Part 4
Jul 1, 2026
The creator provides a deep dive into Micron's stock (MU), discussing future growth drivers like automotive ADAS and humanoid robots, and updating their fair value calculation based on recent quarterly results and guidance. They analyze industry shipment growth expectations for DRAM and storage, and detail Micron's upcoming supply increases from new manufacturing facilities. The creator highlights the strong year-over-year revenue and profitability growth, primarily driven by significant price increases for both memory and storage.
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