🔮 Why I Still Believe in Micron
1. HBM Supply Can't Meet Demand — NVIDIA, AMD are queuing up to secure supply, capacity is booked until 2027
2. DRAM Cycle Far From Peak — Data center + AI inference demand has just begun
3. $0.60 Dividend + Buyback — The company itself is bottom-fishing
4. Beta 2.14 — Plunges hard, rebounds even harder. This stock is a rollercoaster by nature
5. PE 7 — Can you find another trillion-dollar market cap company with a PE of 7 in the entire market?
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