Author presents a bullish Micron thesis based on AI-driven revenue growth, strong margins, and valuation.
MU — LONG The author argues Micron is attractive because AI demand has made it like the Nvidia of VRAM. Projected Q2 revenue of $18.7B, a $5B jump, signals explosive growth, and low price-to-sales with strong margins support the stock. Sold-out capacity removes cyclicality, and any extra sales increase revenue further.
low price to sales, great margins, theyre working on spending more capex for more future growth for ai spending.
This Reddit post, published January 07, 2026, features u/kunkun6969 discussing MU. 1 trade idea extracted by AI with direction and confidence scoring.
Speakers: u/kunkun6969 · Tickers: MU