Calls
1
Matt Powers
Managing Partner at Powers Advisory Group
Win Rate
100.0%
return
+97.1%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Mar 19
$441.24
+97.1%
Micron tripled revenue, is one of few major companies with positive returns YTD, driven by AI demand for high-end memory chips used in data centers. Structural shift in demand and pricing power due to AI; no real supply coming online to meet it, leading to a memory shortage that could persist for years. Despite share pullback from increased capEx (e.g., new fabrication plants), the fundamental outlook is positive due to sustained demand and supply constraints. Faster-than-expected supply expansion or slowdown in AI adoption could alleviate the shortage and pressure prices.
Micron tripled revenue, is one of few major companies with positive returns YTD, driven by AI demand for high-end memory chips used in data centers. Structural shift in demand and pricing power due to AI; no real supply coming online to meet it, leading to a memory shortage that could persist for years. Despite share pullback from increased capEx (e.g., new fabrication plants), the fundamental outlook is positive due to sustained demand and supply constraints. Faster-than-expected supply expansion or slowdown in AI adoption could alleviate the shortage and pressure prices.
AI Memory
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Matt Powers has 1 trade ideas tracked on Buzzberg across 1 tickers since March 2026. Most covered: MU.
