Micron: Tailwinds Priced In (NASDAQ:MU)

Micron Technology, Inc. ( MU ) is one of the hottest securities in the current AI explosive market (Figure 1). AI data centers are consuming so much memory that it has created supply chain constraints and, asInvesting in high-growth opportunities across industries, employing a value investing approach that prioritizes robust business models and strategic foresight. Focusing on companies with the potential to profoundly influence the global landscape in the years aheadI primarily employ the discounted cash f ...