MU

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What are some highquality stocks I could buy right now at reasonable valuations?... we're going to be covering eight stocks... And that's going to lead us to the final stock on our list today. Stock number eight is going to be Micron Technology, stock ticker MU.

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Regardless, while Wall Street analysts argue over which chip is faster, TSMC and Micron are getting paid no matter what.

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Micron is still cheap.

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The first stock in my sites is Micron, ticker symbol MU... So, next time the stock drops, it's the first one I take my shot at.

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I switched out Amazon for Micron

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Investing in Nvidia Google Broadcom Taiwan Semiconductor, and Micron means owning a huge chunk of AI's hardware stack from the GPUs and TPUs to the memory and networking chips.

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My latter is willing to let me start a position in either one.

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My model puts fair value near $1,450, which drops it into the deepest buy band on the whole ladder.

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I'd be placing another 40% here

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the second layer is the silicon stack. Micron, Amcorp, Broadcom, and Marvell.

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Micron, heck no.

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if you're bullish on a lot of these semiconductor stocks, right, the AMDs or the Microns or, you know, any of these other high quality ones, you know, if you're you're bullish, you this is usually one of the best times to buy is when you're in this kind of like doldrums of the summertime

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Heck, MU is even tempting at $777.

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I should buy Micron just based upon all these twos.

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So, a good time to buy Micron, sadly enough, is if it's at like a forward P of like 30 and you're looking at like gosh, like Micron used to have a forward P of 8.

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as far as an investor, always remember with a stock like Micron or semiconductor stocks in general, you want to buy those stocks when no one believes in them.

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You have to own either Nvidia or you have to own AMD or you have to own Micron.

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Bloom Energy, Nvidia's, Core Weave, Coherent, Lumentum, Marvell, SanDisk, Micron, Western Digital and Sharon AI.

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Micron is selling at even smaller fraction of this valuation.

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I've ranked this as a buying opportunity with a high conviction and I updated this ranking on July 28th, 2026.

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I do think this dip or crash or drop whatever you want to call it in Micron stock is a buying opportunity.

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So, if I were to pick between these two semiconductor companies, these two AI companies, if I were to pick between these two today, I would pick Micron Technology over AMD.

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So, any weakness in the semiconductor stocks, memory names, or even the equipment makers can be confidently bought.

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He recommended Micron in January 2025

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this is just the beginning for Micron.

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Some of the others are Iran, P6, AMD, Intel, TSM. I mean, these are all good names, Corning, Micron, these are all good names, but I think some of my favorites are the ones we just talked about.

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I own Micron. Uh, Seagate's going to announce after the close today. Uh, SanDisk is been quite on a wild ride, but I back up and buy all of them.

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I like Micron.

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yeah I wouldn't be against just buying more micron because yeah on paper it is the cheapest of them all by by far it's not even close.

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stock number one, of course, it's got to be Micron Technologies.

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I think Micron's definitely going to two, probably even $3,000. That's my real core bet is three grand, but I'll say two grand to be conservative for now

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I will be reinvesting a lot of the new capital that ends up either being generated via covered calls or new money that I'm putting into my portfolio into Micron while we stay under this $1,000 price.

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Micron is back on the menu. This is my belief.

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My bullcase for Micron has changed and I now believe that there's a realistic path to this stock eventually reaching $3,000 per share.

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I I personally would would probably go for something like Taiwan semi semime or Nvidia over a Micron or or or SanDisk or someone like that

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I may end up dipping in and buying potentially more.

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Micron might still be a buy here

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I'm playing all of them. Nvidia, Micron, Broadcom, Lum, the list goes on and on.

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the stock that I'm looking at is Micron Technologies, ticker symbol MU.

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I'm building a position in all of them.

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my favorite artificial intelligence stocks to bet on, and these are my top six. Starting with number one, we have Micron Technologies, ticker symbol MU.

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Currently, Wall Street places this as a strong buy with zero analysts placing a sell rating on this stock.

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You also like memory. Micron

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The second stock on the list is Micron Technology, ticker symbol MU.

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That is why it earns the second spot on my list of favorite stocks to buy in the market right now.

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The third and final stock on our list is Micron Technology, ticker symbol MU.

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The final stock on today's list is Micron Technology, ticker symbol MU.

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The second stock on our list is Micron Technology, ticker symbol MU.

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But I am looking for a breakout in both Micron and SanDisk before taking this long again.

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I'm comfortable buying memory stocks, DRAMM, EWI, which is the South Korea ETF, Micron, whatever it is, SanDisk, depending on the one that you have highest conviction on.

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Now, I've covered this many times and I told you that we had an inverse head and shoulders pattern bullish with a neckline around $1,000 on the chart. Now, we ended Friday closing above that neckline. Now, we need to see a follow-through on this coming week. But if this does officially confirm, you take the lowest price of the head and shoulders and you put it on the neckline and it means that MU wants to make a brand new all-time high somewhere right around 1300.

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I got in around 745 on the dip. I bought some more. My average price right now is 742.

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that for me would be a profit taking opportunity.

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another play that I took on the recent pullback, it's actually still above my critical level. And so for the time being, I'm sitting in an MU play.

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This was a capitulation moment that in my opinion was worth buying.

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this week we're likely to find a bottom in MU that's worth buying and holding all the way into 2027

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I am actually planning on going in and opening up some sort of potential trades on Micron and SanDisk if given the opportunity.

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if you're a short-term, mid-term trader, sure, take a bit of profit. Maybe not all of it because they are showing great signs right now, which I'm going to talk about in a second here. But taking a bit of profit off the table at the golden zone always makes sense.

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For those of you who are looking for a dollar cost average, you know, you could have some decent DCA opportunities between 900 and 950 if especially if it does try to go for another swing back up towards the top side.

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If I'm buying Micron, I'm waiting for it to break that structure first. I'm waiting for it to get out of the structure first to at least open up the door to the upside.

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I'd be considering rotating here.

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We're currently sitting at a minus 1.73 on Micron already. A great reset. It's already entering into that buying territory on the Hill Conviction Index.

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But for the people who are looking to reduce average costs and things like Micron or and Nvidia, I think we're entering into a pretty solid territory.

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Yeah, based on the Hill Conviction Index, this would be a decent time to start adding to those Micron bags.

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I think we are entering into a pretty pretty decent time to buy for Micron.

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Micron's HCI actually just crossed the minus4 level on the daily chart ... means that Micron is officially now considered to be a buy based on the Hill Conviction Index.

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we are moving in the direction in which I am feeling like we are entering buy territory for some of these stocks, especially in memory that are being beaten down.

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now that Micron, for example, is down 30% from its all-time high, this is now those opportunities that can be, you know, opening up for possible buys

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company like Micron, Broadcom, NVIDIA, all of these companies that are experiencing these shortages

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SEMIS OF THE BEST PLACE TO BE ENDED THESE COMPANIES LIKE NVIDIA AND BROAD, COMING TRADING IN THE MID TEENS ON EARNINGS, AND MICRONS JUST TRADING IT SIX OR SEVEN TIMES EARNINGS.

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THINK ABOUT DELL, MICRON, AMAZON, GOOGLE, HYPER SCALARS, CHIPS, HARDWARE THAT TAKES IT, THESE ARE THE WINNERS.

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I hear a lot about a cyclical top. I just have a really hard time imagining that memory is topping while inference is in such early stages. Those two are quite aligned. And so inference would have to be much further into its market and much further into its rollout compared to memory topping out. It just doesn't make sense.

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I do love this talk ... I think that you have 70 percent upside next 12 months

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I think this gives an opportunity to add into the positions or if you don't have any exposure right now.

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YES WAS STILL LIKE IN A HOLDER MICRON. THERE IS A. WORD UP PARABOLIC AND WAS GOING STRAIGHT UP. WE WERE TRIMMING MULTIPLE TIMES, WE STILL HOLD IT WE DO NOT HAVE A VERY HUGE POSITION IN THEIR JUST BECAUSE OF THE VOLATILITY.

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IS A LOOK, LONG WITH MICRON

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I think that the classic memory stocks will continue to play out and so if you look the names like Micron findings and I think that you know is long term trades as AI continues to build out

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I would be fading this optimism in memory.

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SO MICRON, SANDISK, THESE ARE IMPORTANT COMPANIES TO DEVELOP AI AND ENABLE AI GOING FORWARD

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we like Micron

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I LIKE IT TOO MUCH NOT TO BUY MY WAY DOWN SO I HAVE BEEN BUYING ON THE WAY DOWN

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I LIKE IT WHEN E GROWS FASTER THAN P, AND AND THE EARNS ARE GROWING -- EARNINGS ARE GROWING A LOT FASTER THAN THE PRICE.

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you started buying it you you accumulate you this I like this about your your your approach. You liked it, you saw it, you bought a little bit, you bought a little bit, you bought a little bit more.

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CATERPILLAR, DELL, MICRON AND RECENTLY NAMES HER PULLING BACK, YOU'VE GOT TO BE LICKING YOUR CHOPS.

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I AGREE WITH ADAM YOU WILL SEE ANOTHER RUN OF THOSE STOCKS IN THE NEAR FUTURE.

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Micron, you think, is in a sweet spot right now.

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YOU WOULD BE A BUYER OF MICRON AND KOREAN NAMES? >> ABSOLUTELY AND I WOULD CONTINUE TO BE A BUYER

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THAT'S SHOWING HOW MUCH PREMIUM MEMORY WILL BE REQUIRED ACROSS EVERY ONE OF THESE AND THAT COMBINED WITH BILLIONS OF TOKENS EVERY MINUTE THEY ARE PRODUCING TO SERVE THESE MODELS, IT CREATES HUGE OPPORTUNITY FOR SUPPLIERS AND MICRON HAS PROBABLY THE LEAST AMOUNT, BUT THE RATE OF CHANGE IN THAT PART OF THE BUSINESS WILL BE EXPONENTIAL AND CAUSE RATING STOCK BECAUSE SMALLER BASE IN THE MORE AND MORE IT GETS, THE BETTER FUNDAMENTALS BECOME.

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I'M NOT GOING TO SAY LIKE THIS, BUT I AM SUPPORT LONG-TERM BECAUSE ONE REASON WHY PEOPLE ARE PRETTY SCARED IS BECAUSE HISTORICALLY WHEN THE PRICE RAISES TOP OUT IN THE PRICE FALLS AND OFTEN WERE LOOKING AT LITTLE MEMORY MARKET MICHAEL, WE DON'T THINK THAT WILL HAPPEN. WE THINK PRICE IS GOING TO CONTINUE TO INCREASE, BUT NOT AT THE RATE IT HAS.

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S K HYNEKS, MICRON TRADING TO THE MOON, SEMICONDUCTOR INDEX IS UP THIS YEAR.

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YOU'RE SHIFTING INTO SOMETHING THAT'S MOVED UP, TAKING PROFITS, REROTATING IT INTO SOMETHING LIKE MICRON. THEY DROPPEDED OFF WITH GREAT EARNINGS LAST WEEK, AND IF YOU BOUGHT ON THAT DIP --

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OUR CUSTOMERS ARE BUYING THE DIP ON MICRON AND SPACEX AND MAKING SALES.

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I DO THINK THE DEMAND IS REAL AND IT'S AN OPPORTUNITY TO PICK IT OFF AT A SINGLE DIGIT MULTIPLE EVEN IF EARNINGS COME IN SOME AND MARGINS

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YES, ABSOLUTELY.

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Micron right now uh is is busting over that red line. It might be an opportunity to look at opening some maybe some short positions and that's what the indicator tells you to do.

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we're not talking about the real sexy stuff anymore like Nvidia and Micron and SK Hynix. You should own those cuz those are all still obviously relevant to the discussion.

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If you continue to stay strong and not let any trend or narrative that you're hearing coming out of Wall Street dissuade you, then you are looking at a opportunity to make 80 plus percent if you bought today.

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That pause is an opportunity to look at a Micron that is trading it's multiple is ludicrously low. Like I've never been able to say that. Ludicrously low, there you go.

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to buy Micron

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reiterating their buy their buy uh rating and it's uh Vivic from Bank of America still reiterating that $1,550 price target.

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I've been buying Micron

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as memory stock holders in SK Hynix and Micron, Samsung, if you, you know, can buy that or the ETFs out there, this is a good thing, okay?

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I'm starting to look at when should I start buying some Micron because uh there is massive opportunity there because nothing has fundamentally changed in the Micron landscape as an example

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If we see Micron dip, you know, 30, 40, uh 15, 20%? Buy.

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the rating is buy, overweight, positive, price target is $2,000.

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it might be an opportunity to take a very short-term short against that

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hey, it's time to buy Micron and you can take a long position.

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you buy it today

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TD Cowen buy at 1600,

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UBS has a buy at 1625,

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Barclays, which is very impressive

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the three companies, the three Wall Street firms that have a $2,000 price target for Micron are D.A. Davidson, Barclays, which is very impressive, and uh I'm going to get this wrong, Susquehanna.

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I’m actually going to open up a long position uh here in um in a few minutes and open up a long and just basically see where it’s moving up and then it’s going to bounce and move up, okay?

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sell ultimately before Micron moved down

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buy here

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Micron again we're very bullish

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Same thing can be said for advanced, you know, micro micron, right? AMD, Broadcom, whatever it may be

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An excellent buy really would be again that below 800.

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strong buy would be kind of 825 to 800.

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good buy range would be 850 to maybe 825.

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I love Micron. I own it. I'm buying some SKHIX this week.

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But what you're seeing is major opportunity uh you know to be able to buy some of these companies, right? To be able to buy um you know Micron in the low 900s compared to it was 1,200.

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My opinion, pretty good time to be buying.

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Bank of America has come out and reiterated a buy rating on Micron at a price target of 1,550 dollars.

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We think Micron in memory is implying that they are not only at a peak, but they're on the verge of a collapse, which again is clearly not the case. We are going to continue to build data centers. Maybe not in every municipality, but in the municipalities that allow it and that therefore we're going to need a lot more memory and Micron is trading at six or seven times earnings.

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I think there can be a case made that you should be investing a micron in spite of your worries about cycles and earnings.

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So I'm very bullish. I I would say this is an unusual cycle in that you're going to get these second derivative sell-offs like we saw in April like we've seen in the last month uh because the the tea leaves that you're reading are a little bit different than you might see. But the true true north here is the strength of data center and the belief in data center uh customers that memory is going to be a binding constraint on the ability to ramp AI for really multiple years. So those second derivative concerns, the things that have been dragging down the stock, I think to me have created an interesting entry point here.

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I've liked Micron for ages

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if someone missed uh the DRAM trade or the semi-rade and and now they can buy it or even Korean they can buy it 20% cheaper you know that's the entry point

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I bought it at 60 yesterday as my final trade

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I've bought Micron over the past 3 weeks

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I think this is a fundamental buy here based not just on the valuation, but the strategic contract agreements they have, the fact that they're going to start returning capital to shareholders soon.

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that sort of fundamental bait, if you will, has me has me nibbling at it.

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you can sell the September September 70 calls and collect $7

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Yesterday I thought I saw a signal in Micron and I added to it.

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So, we would be buying any of those dips.

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Well, they buy the stocks I just mentioned.

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now you don’t just have to own Micron

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you want to buy QQQ or you want to buy a blue chip company like MU.

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like some M U, okay?

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I’m saying that you could do a little nibbling.

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I like micron,

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I quite like them here because, to be honest with you, when I see micron at six times earnings

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Micron forever.

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You could look at micron.

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And I like micron as into its taking a much more better lead and really captures now more and more market share in the semi space ... That's an attractive opportunity.

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the one I'd still buy here is micron

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I think a name like micron or SK Hynix, I think memory problems, memory supply is not not going to be fix anytime soon.

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Micron

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specifically on, micron on the memory side is a big opportunity.

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micron has been really battered the last several days, and that will probably continue to some degree in the fall. But the earnings power of that company right now is enormous. I would put it in Nvidia and several other stocks in that category in terms of ones you really need to own in this market, but you want to you want to buy on a weakness, you want to buy when they're really been kicked down significantly. And micron is in a real sell off process and is going to get attractive at some point. But not right now.

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consider Micron Technology.

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I was looking to buy it anywhere down below 780.

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as long as we can hold above this breakout, which is right above 900, I do think Micron is trying to at least close that gap above 1124.

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So that's good for Micron. That's good for uh Seagate, SanDisk, Western Digital. We own all the stocks. We recommend all these stocks, but Micron will be the most volatile one because they make the DRAM memory.

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if Micron supply constraints, if they last through 2028 like the projections say, a 6 PE is dirt cheap.

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load up on both. Any dip is a buying opportunity.

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I would put the other third in Micron.

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the stock should go higher

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the progress economically of companies such as Micron Technology, SanDisk, Broadcom, ASML as the company that serves them with tools.

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my favorite is by far Micron

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I think all these memory stocks, especially Micron, Seagate, SanDisk, are screaming buys on any dip.

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If you're not having a position yet, I think what Bloom Energy is 35% or even 40% below all-time highs, Micron is in a similar range. I think it's a great time to to buy the dip and and establish a position here and kind of DCA over the next couple of weeks and months into into those names because I think the trade will go on uh into 2027 and potentially 2028.

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So you can invest that through companies like Micron which is one of my favorite ones or Samsung or SK Highix. That's a good way to get exposure.

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I am more skewed to Korean stock like SK Hynix or Micron because I think, you know, all the leverage that has been there like for for months is now gone.

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that's why I bought the dip on my because the outlook is really nice.

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We started to invest in Bloom Energy and and and Micron and all those names.

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I do think that's going to be a cause for Micron to get back up above a thousand and and and probably much higher as the market realizes two things.

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Micron we're looking at right now is up 15%. uh Nibius is up like 26%. Bloom Energy is 26%. They're still way down from their all-time highs. Way down. >> And so, while I'm not saying you should buy today, I probably wouldn't buy uh you know when something is that green. maybe wait till tomorrow or the next day or Monday or whatever. You know, you don't have to rush into this. But I would say even if you did buy today, you're probably going to be fine. Uh because I think that most of these companies, again, good companies only, are going to go back to all-time highs or higher.

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I always always like to pick Micron because they're the they're the only American company that exists that can make this.

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if you have conviction in names like Micron, like Bloom Energy, Nebas, or or Palunteer, buying the dip proved once again to be the best thing you could do as an as an retail investor, right?

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Micron we're looking at right now is up 15%, uh Nvidia's is up like 26%, Bloom Energy's 26%. They're still way down from their all-time highs. Way down. ... but I would say even if you did buy today, you're probably going to be fine

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Buy Micron

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Second is Micron.

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I honestly I'm thinking about uh either adding to to the memory trade or buying one of these Neo clouds right now.

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should be bought in September weakness

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Micron represents an unmatched valuation asymmetry to buy heavily as retail investors panic.

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The opportunity exists because the business model is changing faster than the valuation investors are willing to assign it.

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Funstrat deployed over $700 million across their funds to acquire roughly $750,000 shares, representing a 2.3% portfolio weight, $12 million in GRNY

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Moving from thermal power constraints directly into the high-bandwidth memory crunch brings us to our second beneficiary, Micron Technology, MU.

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The first stock that I believe is 80% undervalued is none other than Micron.

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Any short-term dips created by market volatility represent prime accumulation opportunities into the physical memory engine driving the entire AI ecosystem.

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While using a disciplined stop-loss strategy to scale into Micron on dips near the 50-day moving average is a strong long-term play

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a temporary sell-off following weaker Nvidia guidance could create another accumulation opportunity

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The second company is Micron, which is generating enormous cash flow but remains temporarily restricted from using that cash for major share repurchases.

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Micron therefore appears to be a compelling long-term accumulation opportunity, not a value trap.

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I would continue holding and consider gradually adding during meaningful pullbacks.

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I continue to view the stock as an undervalued pick, preferably through gradual accumulation during periods of volatility.

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The second beneficiary of this infrastructure boom is micron because the explosive growth in token processing does not only require more GPUs, it also requires far more memory.

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Micron appears generally undervalued rather than simply cheap for a valid reason.

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For investors who can tolerate volatility, Micron's pullback deserves serious attention.

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Stock number two is Micron.

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Stock number two is Micron. Micron provides the memory required to make AI processors useful... Its comparatively low forward earnings multiple makes the opportunity particularly compelling.

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Micron offers one of the cheapest way to invest in accelerating AI demand.

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I would accumulate Micron in stages.

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This is why Nvidia, Micron, and Microsoft are the three companies I want to own through volatility.

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Let's begin with Micron Technology, ticker MU, the cornerstone of American memory manufacturing and a premier play on the high-bandwidth hardware deficit.

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Michael Bur is increasing his bearish positions on Nvidia and Micron, two of the biggest beneficiaries of the artificial intelligence infrastructure boom.

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Micron is the main beneficiary here because ever-increasing memory prices are the main reason these CapEx continue to rise every quarter.

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This is why I believe this pullback is a high-conviction long-term buying opportunity, not because the stock cannot fall further, but because the fundamentals currently look far stronger than the price action suggests.

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This temporary market sell-off provides active investors with an outstanding opportunity to accumulate a foundational memory leader whose entire output is virtually sold out years into the future.

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Today, we are unlocking the exact three blue chip tech powerhouses trading at an absolute bargain that perfectly match Dan IV's high conviction playbook.

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BlackRock is aggressively loading up on the memory powerhouse, rewriting the rules of the silicon cycle, Micron Technology, ticker MU.

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This transition turns the stock into a must-own asset on this dip today.

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Even in December I was like you need to buy Micron.

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you need to buy Micron. And I used the tools that I had. Buy Micron. It all said buy Micron.

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the biggest buys like you know, NBIS, MU, um, AOI, even some drones

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I'm still continuing dollar cost average in.

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I really do like Micron here, especially when it comes to these memory names. I think that they have a long road ahead of them;

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I really don't think that Micron at a trillion dollars or SK or Samsung, it's not a full port trade.

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So it was Micron and SNDK. Those are both like over 30% positions in the memory super cycle portfolio.

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I will never buy cyclicals at low pees and record earnings.

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I bought Micron at 390

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750 was a potential ad level for you.

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I am favorable on Micron out of all three

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if you're bullish on memory and you think that Micron has come down far enough, absolutely. Um you could totally add that exposure

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I can certainly see money coming out of SanDisk and Micron and people putting some of that into SKH Heinix.

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I think it's reasonable to be bullish on memory makers like Micron and SKH through 2027, possibly longer depending on what happens.

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Nvidia, I would have said Micron, they don't have they don't want to buy back until after the government they have to finish the government relations, but that's the cheapest stock in the world and they should be buying that.

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A name like Micron, I'm watching very closely because if the semis turn, I want to own the strength

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Micron's another one. Um we've talked a lot about Micron but there's so much pent-up demand uh in that bottleneck of DRAM and HBM high bandwidth memory.

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I like Micron, too

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I like Micron, too.

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this gives you an opportunity to add into these positions or especially if you don't have any exposure right now.

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we added Nvidia and Micron to our value portfolios as well as Amazon and two years ago Google.

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Well, I'm not trying to love anything, but I love this stock.

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The reason to own Micron is because it wants to innovate and bring out the best semis even if it costs a great deal of money.

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I support Micron strategy not just because it's good for American manufacturing, but more importantly because it's good FOR THE STOCK.

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That's why I said go to Micro which fundamentally has an amazing product is doing the right thing with water, doing the right thing with the environment, doing the right thing with electricity.

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I don't care if it's Nvidia or Micron. These are buys right here.

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And I love how it broke up above the 50 SMA on the daily chart recently, which is a buy signal.

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I am long this stock right now, I am looking for a potential rally going into September.

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I continue to love this space, and I'm going to continue to invest on this pullback.

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They take Micron outperform 1300 is the target.

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I still think Micron's incredibly undervalued, so I I go there

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I'm long micron. I would add to it here with new money. So I think it's a buy.

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Last week, we bought a position in Micron for the travel trust because I truly believe this industry has changed for the better.

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I'm bullish on both Micron and Nvidia.

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Bank of America reiterated Micron as a top pick, keeping its buy rating and a $1,550 price target.

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I recently bought that down 20% from its highs with a hundred billion dollars of bookings between now and the end of the year.

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continue to buy, double down, average in

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I think right in here is a great opportunity to buy it.

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then buying this stock at six times earnings, forward earnings, which is roughly what it is right now with those earnings growing through the roof and with the company about to anniversary the chips act after which it can start buying back shares at six times earnings. It's a great setup.

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I think we're going to see a very positive response in the shares of stocks like Nvidia, Micron, SKHix, and the rest of Nvidia's ecosystem partners.

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We can focus on Micron.

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I like Micron too much not to buy my way down. So I have been buying on the way down and 71 was the um lowest that I caught.

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we actually sold out of Micron last quarter

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it's reasonable to be bullish on memory makers like Micron and SKH Heinix, at least through most of 2027, possibly longer.

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Bank of America is reiterating its buy and a $1,550 price target.

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I think Micron doubles from here in the next 18 months.

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if you think purely in terms of a shift in in the demand coming from AI, then I think there can be a case made that you should be investing in Micron in spite of your worries about cycles and earnings.

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I think it's reasonable to be bullish on memory makers like Micron and SKH Heinix at least through most of 2027, possibly longer.

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I also think it's reasonable to be bullish on memory makers like Micron and SKH at least through most of 2027, possibly longer depending on what happens.

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I wish I own Micron today I'd like buy

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You have to sell the parabolic moves.

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I thought that was a good time to take a little small position.

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You would be a buyer of Micron and the Korean names.

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reasonable to be bullish on memory makers like Micron and SKH for at least the next 1 to two years, possibly longer depending on what happens

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I bought a little piece of Micron.

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Micron trades less than 10 times earnings. Good lord buy it. Yeah. Buy Micron.

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Micron, Nvidia, Marll are the ones that jump out for me.

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if you're going to go commodity, Micron is the best because it's really not that much commodity.

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If you want to go own a memory chipmaker, I like Micron

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if you do not have a position you have what I would call a lowrisk well-defined point of entry here versus these critical supportive moving averages.

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I think it’s a ter if you have to own that but again it’s parabolic so I it’s up to

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And then I added Micron because the stock is down about 24% from its highs and the fundamentals remain amazingly strong.

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the stock is dirt cheap

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I think it's reasonable to be bullish on memory makers such as Micron and SKH Heinix for at least the next 1 to two years, possibly longer.

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So I I think you you use it as an opportunity if you're a long-term believer.

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I have a very low cost in micron. I'm not going to chase it here, but if it continues to deceler decline, we will in fact step in.

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I view dips as opportunities for investors to responsibly add to positions in small increments.

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Sell half your micron

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That is a buying opportunity there.

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I think Micron's a buy down in here.

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If I was going to buy one stock right now, it would be Micron.

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I continue to be bullish on Nvidia long term as well as bullish on companies like Micron Iron and others probably for the next two years or so, maybe longer depending on what happens.

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I mean if the stock does no wrong or if it does no wrong, you stay long.

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So that's a name that I definitely see value in microns.

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I actually bought micron for myself about two weeks ago.

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we like micron.

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I'd go in and buy some shares here.

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You have a $1,500 price target on micron.

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I am long this stock right now. I am looking for a potential rally going into September.

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I continue to love this space and I'm going to continue to invest on this pullback specifically with micron.

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I know you had micron on your list as well. And just AI subscription and AI adoption and how it just continues to grow.

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Bank of America reiterated micron as a top pick, keeping its buy rating and a $1,550 price target.

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You know, the traditional AI names like Broadcom, micron, those are still also ones that, you know, at this moment. I think it makes sense to continue to keep exposure in.

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there's only a handful of names SK Hynix, Samsung, micron that are making those enterprise pieces at the level that they are. And so they're expected to gather a huge portion of that 1.2 trillion next year

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They talked about some of these names that are all buy rated, and that they have some of the ones that you're talking about here, like Nvidia and Marvell and Micron and Broadcom, they think they have 30% upside because of the compute and memory networking, the equipment.

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I'm pretty much bullish across the board here across Amazon, Google meta Microsoft Nvidia and micron as we sort of look across some of the big names that we talk about as you look out the next 3 to 5 years

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Micron is the one that we continue to think is extremely cheap compared to its peers. The one that's gone up, you know, a couple of hundred percent recently, but it's still showing from a valuation standpoint to be pretty cheap.

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The best part of the Tesla call yesterday is the shout out to micron, Samsung and TSMC. Right? It really kind of solidifies the fact that this infrastructure trade is here to stay.

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memory is the one, I think, particularly at these stocks trading at six and seven times and so forth earnings, I think they're still very attractive.

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I got a short neutral to bearish call vertical to look at here July 31st. Weekly options that expire in two weeks. Sell that 950 call and then want to stay risk to find in a 9 or $880 stock. Buy the 970 call.

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buying the July 31st, selling the July I'm sorry, buying the July 31st, selling the July 24th 950 call calendar.

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Fifth is Micron Technology. Generative intelligence cannot operate without massive memory bandwidth.

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Micron, ticker MU, and Skyh Highix hold the ultimate toll booth because every GPU needs their high-speed memory to function.

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Micron's fundamentals are fundamentally derisked, deeply profitable, and currently trading at an absurd discount relative to the cash they generate.

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Then you have the memory layer with Micron.

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SKH Highix, Micron, Samsung

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while he reduced Micron, AMD, Alibaba and Qualcomm while exing several other tech and China positions.

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Micron offers a compelling combination of AI demand and a low earnings multiple.

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আর এক নম্বরে, বর্তমান দরপতনের মধ্যে মাইক্রন আমার সেরা কেনার মতো শেয়ার।

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I would say it's a high risk buy.

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we get a double strong buy, not just Wall Street, but also from Quant.

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I believe VU is going to explode even higher. I think we're going to see it go right through its all-time highs again.

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MU looks like it wants to run up even higher here.

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I am extremely bullish on Micron because it's an American company.

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we were calling to buy a bunch of assets during this time. We we bought the bottom a bunch. Um and then same again here in back in July. Milker Pro members got a bunch of calls to buy Micron, to buy Nibius, to buy Coroweavee, to buy I don't remember what else, but a bunch of things over those few weeks because the riskreward was so good in that moment.

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buy Micron

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And even better, 27 people voted for Micron, up 207%.

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AMD micron western digital and seagate technology in his selection

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Peter Morris with Nebus, Iron, and Micron

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Ulia gave us five stocks among them Micron and Marll

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the real difference was made by Micron

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I have equal conviction based on everything I see in the environment that the stock is going to be stable and move up to the price target of of 1500.

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his short position he po that he sold more short shares for Micron Technology at 933.86.

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the second one is micron essentially it's the memory super cycle catalyst.

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Key Bank reiterated an overweight rating on this on the stock

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the recent selling in the US memory presents a buying opportunity for investors

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it continues to be a overall consensus of strong buy.

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the weekly chart and the chart that I just showed you from the analyst, that long-term trend remains a strong buy for this stock.

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Today the daily chart for Micron is a strong sell because the short-term momentum broke on the stock.

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key bank maintains micron as an overweight with a price target at 17.

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you'll see the analyst sentiment is still strong buy

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That's the confirmation for us to see that the whales are buying the dip that we're going to see tomorrow morning.

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the long-term institutional value hunters treated the pullback as an accumulation window overall.

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Micron

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Micron because the stock is down about 24% from its highs and the fundamentals remain amazingly strong.

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Nvidia, Micron, SK Highix are priced as if we're rolling over in the cycle. That makes them the opportunity.

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And we continue to be big fans of MU.

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I also made it a top pick this past January at $363.

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the clearest way to do that, number one, is to look at the stocks that Citadel just bought the dip on. I made a whole video on that. These are literally stocks that Leopold wanted to hold but had to sell out of because of the margin calls. So that's like the most straightforward way to buy into his thesis. And then the second way is to target other companies that are specifically working to target the same bottlenecks. Liupold's positions are companies like ASML, TSMC, of course, Micron and SKH Highex, although they're very expensive right now.

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Next would be a solid company with solid promise, but that has had some crazy volatility recently and needs to work some things out. There’s real demand for Micron, but the risk is still there for investors that this stock could fall further before gaining.

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Micron supplies the high bandwidth memory that goes into AI chips

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This is a name that anytime you see a nonsensical pullback, usually it's a great time to buy because it will recover very quickly.

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So you want to buy the dips there because Micron's capacity is sold out to contractually obligated, you know, situations all the way through 2027.

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This is an absolute buying opportunity, especially buy before those hyperscaler earnings.

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I think that's Micron.

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The power gauge rating is bullish for Dell, for Micron, for Sandis, for AMD, and they've all pulled back substantially from their highs in some cases more than 20%. These stocks in my view are buyable right now

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you were recommending MU how long ago? This was last year.

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But to me, this chart is very bullish.

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I agree with Adam on Micron.

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Micron is not a lagard by any means, but it fell 30% and I thought that was a good time to take a little small position.

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I bought a little piece of Micron.

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I think Micron's a buy.

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I've exited Micron

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the reason I exited Micron

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I've bought Micron over the past 3 weeks

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I'm willing to double my position.

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this is a fundamental buy here based not just on the valuation, but the strategic contract agreements they have, the fact that they're going to start returning uh capital to shareholders soon.

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I personally think that that would be a great opportunity to still buy this stock because like we said, Mike Ron told us what their demand for memory is only getting larger. So, this becomes a great time to buy.

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Micron earns an A grade, a strong buy recommendation from Zen ratings, ranking in the top 1% of every stock in our system.

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Micron also comes in at an A grade or a strong buy recommendation.

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across 25 analysts covering the stock, the consensus recommendation is a strong buy.

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Micron earns a strong buy recommendation backed by A's in growth, momentum, and financial

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Micron carries a Zen rating of an A, which is a strong buy recommendation and one of the highest rated names in the entire semiconductor space.

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they started buying back into memory, right? Micron, SanDisk, you name it.

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They sold 92% of their Micron

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he actually sold about 41% of his Micron stake

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he's also short Micron, which that has worked out.

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You could buy it here and hope for a breakout.

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if I were to buy a memory name, it's going to be Micron ticker MU or I would go with a DRAM ETF

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I think Micron could be going down to 700, 750... Anywhere between 650 to 750, 700. I think it's a golden spot for Micron.

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If you want to own these stocks, you know, start scaling in. buy a little bit, chip away at it, and before you know it, you'll have your full position built out and you'll smooth out um you know, your buys.

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you could dollar cost average in here, but I don't know if I would go all in on it quite yet.

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when the charts look a little shaky, you know, when the charts look a little um a little wonky, pointing to more downside and you're up on a quick trade, it's never a bad idea to lock in the quick profit.

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I would lean towards taking the quick profit.

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I don't know if it's time to buy Micron yet, but it's definitely time or or at least I don't know if it's time to buy a huge amount of Micron yet, but you can argue it's time to start scaling in, especially if we get this next gap to fill.

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That would be the time in my eyes to buy, you know. That would be a great buy.

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You could argue now is not a bad time to start scaling in, but I'd much rather see, okay, does Micron take out 880? Does this head and shoulders play out?

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There has never been a better time to acquire Micron in my humble opinion

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He has reportedly been betting against hot stocks like Palunteer, Nvidia and Micron and he's actually been doing very well with it.

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he reportedly bet against Micron up around $1,000 a share

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Bank of America has the highest price target in the street and they're saying this stock is still massively undervalued.

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You are getting AI level growth at a value stock price.

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The bulls are saying Micron is essentially a discount ticket into the AI infrastructure trade.

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If you are not in Micron right now, you're missing out on a historical run.

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Others say buy them now before they double from here again.

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Micron Technologies, MU

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Micron is the stock to buy right now.

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I'd avoid most of these tech names like Micron here if you have them individually or if you have them in an AI focused fund.

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I would be taking profits and in fact I probably would have taken profits after doubling my money and would have missed out and kicking myself for it.

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I think it's an easy answer here of the best buy the dip opportunity, and I really think it's MU. I think that this is the pullback. It's kind of a gift of a pullback that investors have been waiting for. If you missed getting in on Micron and you've seen it grow this much, now is a great time to actually be looking at adding it. If you already own some, you can add some more.

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some of these stocks like Micron, you know, four-star rated stock coming into the quarter up 242%, you know, just this past quarter. And it's not like we are standing still. I mean we increased our fair value. I mean we almost doubled it. But the market certainly outpacing even the amount of value that we saw increasing you know for that company based on the shortages in memory stocks.

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this is a stock that I personally want to own even at these prices

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we recommend it on the channel at $80 a share

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WE JUST BOUGHT MICRON FOR THE TRAVEL TRUST AFTER VISITING ITS WORLD HEADQUARTERS IN BOISE, IDAHO.

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We just bought Micron for the travel trust after visiting its world headquarters in Boise, Idaho.

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I THINK YOU SELL SOME.

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I support Micron strategy not just because it's good for American manufacturing but more importantly because it's good for the stock. IT'S UP 220%.

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I think, as I do, that Mike B stock is radically undervalued.

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PAY SPECIAL ATTENTION TO MICRON MU WHICH WE BOUGHT RECENTLY FOR THE CHARITABLE TRUST.

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Pay special attention to Micron Moo, which we bought recently for the chapel trust.

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Last week, we bought a position in Micron for the travel trust because I truly believe this industry has changed for the better.

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THE BOTTOM LINE, I SAY OWN ONE. WE PICK MICRON FOR THE TRAVEL TRUST BECAUSE OF ITS GROWTH.

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you have to sell the parabolic moves.

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If you want to go own a memory chip maker, I like Micron.

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IF YOU WANT TO GO OWN A MEMORY CHIP MAKER, I LIKE MICRON.

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AND THEN I ADDED MICRON BECAUSE THE STOCK IS DOWN ABOUT 24% FROM ITS HIGHS.

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Micron, que tá na carteira de BDRs também subiu muito no mês. ... Então tem alguns nomes que ainda têm espaço, apesar desse ambiente macro ainda problemático, mas não impeditivo para essas altas, né? Basta ter uma boa seletividade.

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There were plenty of opportunities on Friday as we pulled back to the volume weighted average price to buy bounces in uh micron

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S.K. HYNIX OR MICRON IN THE MEMORY SPACE.

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SOME HEDGE FUNDS ARE LIKING THESE PAIR TRADES TOO LONG. SK HYNIX, TO SHORT MICRON.

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He said he added to his Micron short.

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I do have an active short on Micron as of right now.

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I am actively shorting Micron intraday. I don't plan to carry this short over the weekend.

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I missed the entire short on Micron. Now, Micron gapped back up, is currently testing highs of right around what what do we want to call this? 935 936. So, I opened up a small short position.

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we shorted Micron

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I did end up carrying another 50 shares or not another I ended up carrying 50 shares short overnight.

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I just opened another short position.

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Micron gapped up, became incredibly overbought within a short period of time and in today's live trading session, I took an active short.

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I then began shorting Micron because Micron pumped up, became overbought, and then corrected altogether on the day

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I would still re-enter that short if you were to say for for 17% potential for profit, 2 to 3% potential for loss, I would take that short all day.

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I initially opened a position a short on Micron for those that don't know.

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Micron got ripped today, right? From overall highs to current lows, the stock sold off 12%. ... So, again, I kept it simple. I bought very small amounts. We did it with cash, not with leverage.

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This doesn't deter me from wanting to buy the dip. As many of you guys know, I've been very vocal about being okay with investing into Micron, but I'm doing it in a way where again, not using leverage and positioned well that if things did get worse before they got better, I can tolerate that time.

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Micron to me, in my opinion, is a safer play.

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as it sells off a little bit lower, I add a little bit more

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I bought the dip on Micron... I'm going long on it

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I'm going to sell it, and because it's selling off, I'm going to sell it here for a loss, right?

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Add more.

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Close buy to cover short. I'm going to open up my long.