Microsoft is mentioned as a traditional business that typically beats revenue by 3-4% and EPS by 5-8%, contrasting with Micron's much larger beats.
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Elon Musk Just Confirmed Why Micron Stock Is a Buy
Jul 23, 2026
The creator discusses Micron Technology (MU) as a potential buy, highlighting Elon Musk's confirmation of significant long-term memory allocation from Micron for Tesla. This is framed within the context of memory being a major bottleneck in AI and other advanced technologies, leading to increased demand and pricing power for Micron. The creator also reviews Micron's strong recent financial performance, including revenue and margin beats, attributing the margin expansion to rising average selling prices and stable operational costs.
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Tesla's (TSLA) CEO Elon Musk's confirmation of significant memory allocation from Micron serves as a key validation for Micron's business.
Nvidia's (NVDA) chips require a significant amount of memory, contributing to the overall demand for memory solutions like those provided by Micron.
Micron (MU) is presented as a buy due to Elon Musk's strong customer validation and the company's critical role in the AI memory supply chain, coupled with impressive financial performance.
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MUbuy opened Jul 23, 2026
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