[ Day 8 – Investment Diary ] + #MyInvestmentDiary
The current bullish view on Micron is primarily based on the memory industry cycle entering a recovery phase. DRAM and NAND prices are gradually rebounding. AI servers are driving rapid growth in demand for HBM and high-end memory. The company's earnings elasticity is expected to be significantly released in the coming quarters. Meanwhile, the industry is highly concentrated. Leading manufacturers' capital expenditures are becoming more rational. This helps maintain the upward price cycle.
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