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Micron: Undervalued At 6x 2026 Profits Amid Massive AI Tailwind
MUMicron Technology(MU) Seeking Alpha·2025-02-09 05:28

Micron's (NASDAQ: MU ) (NEOE: MU:CA ) commercial potential looks very attractive as expanding AI infrastructure computing demand suggests a robust tailwind for the next few years - with CAPEX from the 5 hyperscaler projected to top $280 billion in 2025. DeepSeek's cost-efficient AI modelsExperience as an investment analyst for a major BB-Bank, as well as private equity consultant for MBB. Currently working towards the CFA charter, having completed I&II. Passion for risk-assets (Growth, Contrarian, Emerging ...