Micron: The Time To Buy Is Now

2023-03-24

The reason I am so bullish is actually a very simple thesis. The demand for memory is going up exponentially with all high performance computing applications/ AI/ Meta/ the need for memory is not going anywhere. And there is only one domestic player. If there comes any policy that encourages all domestic tech companies to buy memory from micron then …:) I can see that happening with policies for domestic chips factories being made here. Again all these are uncertain and market will not price that in now. But, obviously this isn’t a boring company that’s dying out.$Micron Technology(MU)$ $C3.ai, Inc.(AI)${{5997c4061e71428a877f1734bc5f5095}}

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Comments

boonk
2023-03-26
boonk
me
boonk
2023-03-26
boonk
kkk
heyuok
2023-03-24
heyuok
gd
capsize83
2023-03-24
capsize83
ok
Zeekman
2023-03-24
Zeekman
👍
superpopo
2023-03-24
superpopo
ok

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