Nvidia is mentioned as a company that previously benefited from the AI infrastructure boom, drawing a parallel to the current situation with memory players.
Source Post
Should You Buy MU Stock After The 17% Selloff?
Jose Najarro StocksApr 15, 2026
The creator discusses Micron's recent 17% stock sell-off following Google's AI memory innovation announcement, arguing the market is misinterpreting the news. Despite concerns about memory compression, the creator remains bullish on the long-term demand for memory driven by AI, citing pent-up demand, ongoing AI innovations, and supply constraints. While not currently buying Micron, the creator's sentiment has shifted to more bullish, considering selling puts or buying a small position at current levels.
Linked Mentions
Tickers discussed in this post
Despite a 17% sell-off, the creator is less worried about Micron due to strong AI-driven demand and supply constraints, considering selling puts or buying a small position.
Linked Signals
Tracked calls opened from this post
No linked signals were opened directly from this post.