Micron: The Business Model Is Shifting (NASDAQ:MU)

Core Insights - Micron Technology, Inc. (MU) has seen a significant stock price increase of approximately 115% year-over-year, indicating strong market performance and improving earnings visibility [1] Company Performance - The company is positioned to become a critical supplier in the semiconductor industry, driven by increasing demand and enhanced earnings visibility [1] Analyst Background - The analysis is conducted by a finance student with a focus on equity research in the tech and semiconductor sectors, emphasizing the importance of identifying undervalued companies with strong competitive advantages [1]