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Everyone was distracted by noise while smart money kept accumulating semiconductor stocks.
Q1 earnings already confirmed the trend.
Q2 could be even bigger.
AI demand is exploding across HBM, DRAM, advanced packaging, optical networking, and the entire supply chain.
$MU was just the beginning.
The real opportunity is still unfolding.
Most people wait for headlines.
We position before Wall Street catches on.
The next wave of AI profits won’t wait for late buyers.
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MU is a cyclical stock. It is a volatile stock, make sure to catch it in the up-cycle and get out fast enough in the down-cycle.
Today, it is riding the wave of the AI boom.
It is catching up with Nvdia and AMD in the AI boom who has already moved 3 years ago.
The difference is MU is a foundry company. They manufacture and design their own high bandwidth memory chips unlike Nvdia. They need to spend billions in capex to build a ultra expensive fab. If they did not time it well and over-built, there will be a lot of spare capacity which leads to excess and price drop in their memory chips.
I would buy Micron for trading only but not for the long term.