Micron has been getting more attention recently due to AI and data center memory demand. The near term outlook looks strong, but memory has always been highly cyclical. I’m curious how others are thinking about the balance between a potentially longer demand tailwind from AI versus the risk that this is just another strong cycle. Interested in hearing different views
How are people thinking about Micron at current levels
byu/Only_Mouse_1336 ininvesting
Posted by Only_Mouse_1336
1 Comment
I’m cautiously bullish. The AI demand story feels different from past cycles, but I’m scaling in slowly rather than going all-in at these levels. The cyclical history makes me keep a tight stop-loss.