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Comment “Stock” to know my holdings

The creator discusses Micron Technology (MU), highlighting its recent strong performance and excellent Q2 earnings that beat expectations. They emphasize the growing demand for high-bandwidth memory chips driven by AI and data centers, suggesting continued growth for MU. The creator also briefly mentions a "photonics play" as a potential next opportunity.

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MUBullishHigh ConvictionSignal-backedPrimary

Micron (MU) is a strong buy due to its recent 300% gains, exceptional Q2 earnings that crushed expectations, and the booming demand for its high-bandwidth memory chips powering AI and data centers.

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Tracked calls opened from this post

MU
buy opened Mar 18, 2026
+83.86%