Jose Najarro Stocks on $MU (Oct 27, 2026)
Bought Micron on this dip and calls it the best buy in the market: the memory shortage is expected to persist at least the next few years even with capacity expansion, with 50% of 2027-2028 capacity already secured under long-term agreements, and Micron's own numbers and commentary were similar.
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SKH Highix is reporting earnings right now.
actually flows to Micron.
SK Hinx just reported earnings. Obviously, they're going to say some bully bullish sentiment. Uh but SKH Highix expects the memory supply shortage to persist through 2030. Even if it continues to expand expansion, right?
Even if we don't take the 2030 to full value, it still tells me that at least for the next few years, we're going to be in the memory shortage. If we're in the memory shortage, we're in the AI chip shortage, we're in a compute shortage, which is really bullish for your picks and shovels for the chips themselves or for even the Neocloud companies.
Uh they mentioned that 50% of their long long-term agreements is now securing 50% of capacity for 2027 and 2028. and uh they continue to see um huge investments coming out on their capex for more and more memory and even with that they're still in this shortage space.
So um I I thought SK Highix I mean we kind of got similar numbers from Micron and similar commentary but it's great to hear from another player as well Steve.
Micron would not be standing up these fabs.
I actually got into the memory names, Steve. I I I bought Micron during this dip. I think it's the best buy in the market. I'm just too shook.
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