The creator mentions Meta as an example of a company whose stock price changed quickly after the introduction of new products.
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$MU Q4 Earnings: The Micron Bear Case Has Been Wrong for 5 Straight Quarters
Oct 1, 2026
The creator discusses Micron's Q4 earnings, highlighting that the company significantly exceeded revenue and EPS expectations. They emphasize the strong future demand for memory due to AI, data centers, robo taxis, and robots, predicting tighter supply in 2027 and 2028. The creator argues that the traditional 'memory is cyclical' bear case is no longer valid, as Micron has repeatedly surpassed peak profit expectations for five consecutive quarters, suggesting the stock is a strong buy.
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