Jan. 7 at 12:20 PM
💾
$MU | Memory Goes Structural
Full analysis here! It's free👉 @StockAnalyst_SA
(No noise !!)
📈 Key info:
10 yrs ago:
$16/share | 5x earnings → cyclical (PC & smartphone)
Today:
$344/share | 9x earnings → AI → structural bottleneck
AI demand: data centers, edge, autonomy, agentic systems → huge DRAM & bandwidth needs
Jensen Huang: AI models “think longer, retain more context” → memory-first world
💡 Takeaway: AI drives long-term demand →
$MU to
$500 plausible
GLTA / NFA — Not financial advice
$PPC $QGEN $BWA $SOFI