Concerns around capital expenditure are valid, as the scale raises questions on free cash flow and overcapacity. But I see this as forward-looking—supply is still tight, and Micron is investing early to meet multi-year AI demand.
The bigger shift is structural: AI is turning memory into a strategic asset. With demand rising across HBM and data centers, Micron looks well positioned despite near-term volatility. I’m watching price action closely for potential entry opportunities.
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- PenelopeHood·03-19 17:18TOPMicron's AI focus is spot on. Watching for dips to load up! [得意]1Report