How is it different? The answer from $Micron Technology(MU)$ is below. Technology, long-term agreements, and discipline. I am extremely bullish. So in the near term, they are working very aggressively to get supply to customers, doing everything they can, working with them on longer-term agreements, which helps get line of sight to the longer term, and then always investing in a disciplined way in their business and having the best technology and products in the space.
$Micron Technology(MU)$ Markets tend to transfer money from the impatient to the patient. If your thesis remains unchanged, price action alone does not tell the whole story. I lean towards maintaining discipline.
$Micron Technology(MU)$ Zacks has strong buy articles discussing how it's positioned for substantial growth. There are upgrades, news about expansion, and capex spending to demonstrate its legitimacy. Yet, why is it declining? Is it solely due to the Samsung news? I cannot find any genuine reasons for this sell-off.
$Micron Technology(MU)$ The Rubin generation is an integrated GPU and CPU system. The market's current reaction, in my view, only pertains to the initial HBM4 allocation on the GPU side. On the Vera CPU side, LPDDR5X and SOCAMM2 are the primary memory types, which have a fundamentally different competitive structure. I do not see this as an issue that directly impacts Micron's earnings.