Matt Powers

Managing Partner at Powers Advisory Group
@powers_invest · tracked since Mar 2026
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90d 1
Best Calls
MU long +141.5%
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Recent Calls
MU long 2 months ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 0%
30d 100%
90d —
Average Return +141.5% Long Return +141.5% Short Return -
Average Return
7d -19.4%
30d +1.6%
90d —
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MU Micron T... Micron Technology, Inc.
Long
Mar 19
$441.24
+141.5%
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.
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