Robinhood (HOOD) is mentioned in the context of stock buybacks, with its recent $1.5 billion buyback announcement being compared to Micron's potential buyback size relative to its market cap.
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$MU Micron Deep Dive: Post Earnings, Memory Cycles, Google’s TurboQuant and AI Demand
Buy Hold Rant - Stocks and InvestingApr 15, 2026
The creator discusses Micron's (MU) recent earnings, highlighting its strong performance driven by AI demand. Despite market reactions to efficiency algorithms, the creator believes Micron is undervalued due to the exponential growth in AI, leading to a significant increase in demand for memory chips. The company's strong margins, projected profits, and potential for stock buybacks further support a bullish outlook.
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Nvidia's (NVDA) high demand for GPUs is mentioned as a parallel to Micron's situation, with the creator noting that increased efficiency in algorithms still leads to higher demand for hardware.
The creator is very bullish on Micron (MU), having bought more shares at $444 and considering adding more, citing its strong earnings, AI demand, and undervalued stock price.
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buy opened Apr 15, 2026
+128.51%