$Micron Tech(MU.US) Micron's fundamental story in the AI era is real, and the logic of the DRAM supercycle hasn't broken yet. However, after an 830% surge in a year, all optimistic expectations have already been priced in. The current price level is not a "cheap" entry point, but a holding point for "believing the story can continue." Whether you can hold it depends on how heavy your position is and how much volatility you can withstand.
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