The Compound on $MU (Oct 28, 2026)
AI summary · The Compound
The speaker does not own Micron, but if forced to choose between buying and selling it, he would buy.
Bullish
“Why Baby Boomers Have All the Money | Animal Spirits 488”
The CompoundPublished Oct 28 · 3 passages
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just two companies, Nvidia and Micron, accounted for 34% of the S& P 500's 30% growth. I never would have expected Micron to be the second arrow. Do you think everyone will say Nvidia is first, and Micron is second?
Oh, my God. It's hard to believe. It is not as if people have been exaggerating in praising this company over the past two years, saying that it will be the main driver of revolutionary profits in the market . This was not a topic people were talking about.
In fact, Micron is the first. Are you kidding? Amazing, in terms of the percentage of shareholders.
DRAM stock? Well, I don't own it. But, if I had to buy or sell, I'd buy.