Micron Q1 Preview: AI Has Hit A Wall, This Is Good For Micron

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hapabapa Co-authored by Noah Cox and Brock Heilig. Investment Thesis Micron Technology, Inc. ( NASDAQ: MU ) shares are up roughly 2.

6% since the last time I wrote about the memory chip company. When I last covered Micron Analyst’s Disclosure: I/we have a beneficial long position in the shares of AMD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions.



I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Noah Cox (main account author) is the managing partner of Noah’s Arc Capital Management.

His views in this article are not necessarily reflective of the firms. Nothing contained in this note is intended as investment advice. It is solely for informational purposes.

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